Oliver McDonald

What were the circumstances that caused you to initially look for an adviser?

Building a financial plan and maximising investments

How has Oliver McDonald helped you?

Planning, cash flow and making sense of stock markets

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

Nothing

What were the circumstances that caused you to initially look for an adviser?

Switching from employed to self-employed and looking to move my pensions across to a new advisor For a new fund

How has Oliver McDonald helped you?

Oliver sat down and gave me a thoroughly detailed presentation, Showing me current values trains and projections as well as engaging my opinion and establishing what was most important to me for my long-term pension needs.

Have you seen the outcome you were hoping for?

Very much so. I’m extremely happy with the service and the products and would thoroughly recommend the firm services

What could they have done better?

Cannot think of anything to make the experience better. Very Professional indeed

What were the circumstances that caused you to initially look for an adviser?

We needed to move our company AE from Nest to a different provider, giving staff the best financial advice, not just move the provider.

How has Oliver McDonald helped you?

We are incredibly pleased with the service provided by Oliver and Engage Wealth. Their expertise in handling our company’s auto-enrolment and shareholder protection was truly impressive. They made what seemed like a complex process simple and straightforward, guiding us every step of the way with professionalism and clarity. Their attention to detail and personalized approach gave us complete confidence that we were in the best hands. Highly recommend their services to any business looking for reliable financial guidance.

Have you seen the outcome you were hoping for?

Absolutely! We achieved exactly what we were aiming for. Their expert handling of our auto-enrolment and shareholder protection exceeded our expectations, making the entire process smooth and stress-free. We couldn't be happier with the results and highly recommend their services.

What could they have done better?

Honestly, nothing could have been done better. The service we received was flawless from start to finish. Every detail was handled with precision, professionalism, and care. We couldn’t ask for more!

What were the circumstances that caused you to initially look for an adviser?

I needed a financial advisor that could explain things to me and give me advice that I can understand.

How has Oliver McDonald helped you?

Oliver gave me advice that was personalised and specific to my situation.

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

I can’t think of anything that could be improved.

What were the circumstances that caused you to initially look for an adviser?

Our business wanted to educate our employees on the importance of financial wellbeing and more advice on how we can support our employees financially and prepare them for the future.

How has Oliver McDonald helped you?

Oliver has provided webinars around financial wellbeing and pensions and great advice on key topics to our employees.

Have you seen the outcome you were hoping for?

Yes, we have a much more educated staff who have really engaged with the webinars and advice provided.