Oliver McDonald

Oliver McDonald

Director & Independent Financial Adviser

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East Sussex

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About me

I am the founder and director of Engage Wealth Management based in Hove, near Brighton on the south coast. Between running my company, you’ll find me spending time with my wife, children and ‘energetic’ pointer. In the minimal free time beyond this, I will be out cycling or running over the south downs.

I have worked in financial services for 15 years gaining extensive experience in financial planning. I am a people person. You will rarely find me explaining complex spreadsheets or using jargon. I keep my conversations at a high level and realised early on that financial planning is all about helping my clients achieve the lifestyle they want in future. I work with individuals, business owners and entrepreneurs. I specialise in retirement planning, investments and business protection.

My details

I like helping people on:

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Pensions – I’m retired

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Pensions - I’m approaching retirement

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Insurance

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Advice to business owners

My qualifications:

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Diploma in Financial Planning

My charging model:

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Ongoing % fee