0127 344 7515
Based in Hove
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FCA Regulated
Last checked: 01 March 2025
Oliver and/or the firm they work for (or are appointed representatives of) is regulated as appropriate by the Financial Conduct Authority
10
Recent Client Reviews
Verified reviews: 100%
Oliver has received 10 client reviews in the past 12 months; 100% of these have been verified
Independent Financial Adviser
Last checked: 27 November 2024
An independent adviser can advise across a sufficiently diverse range of products to help meet a client’s objectives. They are in no way limited to products provided by companies they work for.
3
Qualifications Uploaded
3 qualification certificates available to view
Oliver has added their qualifications to their profile. You can see them by clicking on the ‘qualifications’ tab below
Transparent Fees
Fees not yet added
Oliver has not yet added their fees to their profile
5
Positive First Impressions
100% of users who are not yet clients had a positive first experience with Oliver
100% of VouchedFor users have had a positive (4 or 5 star) first experience with Oliver (based on 5 first impressions)
Checks carried out by VouchedFor
FCA Regulated
Last checked: 01 March 2025
Oliver and/or the firm they work for (or are appointed representatives of) is regulated as appropriate by the Financial Conduct Authority
10
Recent Client Reviews
Verified reviews: 100%
Oliver has received 10 client reviews in the past 12 months; 100% of these have been verified
Independent Financial Adviser
Last checked: 27 November 2024
An independent adviser can advise across a sufficiently diverse range of products to help meet a client’s objectives. They are in no way limited to products provided by companies they work for.
3
Qualifications Uploaded
3 qualification certificates available to view
Oliver has added their qualifications to their profile. You can see them by clicking on the ‘qualifications’ tab below
Transparent Fees
Fees not yet added
Oliver has not yet added their fees to their profile
5
Positive First Impressions
100% of users who are not yet clients had a positive first experience with Oliver
100% of VouchedFor users have had a positive (4 or 5 star) first experience with Oliver (based on 5 first impressions)
Hello, I'm Oliver McDonald, Director of Engage Wealth Management. I am an independent financial planner, meaning I am not tied to any investment, pension or insurance company. This ensures I provide the highest quality, impartial financial planning advice to my clients. I have worked in financial services for over 15 years and now specialise in retirement planning, investments and insurance. I work with a variety of individuals and corporate clients to help them achieve their financial goals, but I provide most value to those aged 50+ looking to retire in the next 10 years. I always keep our conversations at a high level, ensuring the jargon is kept to a minimum and we focus on YOU at all times. We offer an initial meeting at my costs, to establish how we can help. So feel free to get in touch...
Offers available through VouchedFor
Contact Oliver through VouchedFor and your initial 1 hour meeting or phone call will be free of charge. You can use this to discuss your situation and find out whether you feel they are a good match for you.
£430,000 Consumer Protection
Your money is protected against bad advice by the Financial Ombudsman Service up to a maximum limit of £430k and by the Financial Services Compensation Scheme (FSCS) if the company goes out of business (in which case, limits may vary - see the FSCS website for more details).
About Oliver's clients
Based on responses provided by clients who have reviewed this adviser
Clients' level of financial expertise
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