0208 166 8476
Based in Whetstone
View locationTop Rated 2025
Top Rated advisers have met the qualification criteria for VouchedFor's Top Rated Guide, as determined by their client feedback
Verified since: November, 2023
4.8 out of 5
Checks carried out by VouchedFor
FCA status: Certified by Firm
Toby is fully authorised under the FCA's Senior Managers & Certification Regime. A regulated Senior Manager has confirmed Toby's status
Last checked: 10 April 2025
Toby is fully authorised under the FCA's Senior Managers & Certification Regime. A regulated Senior Manager has confirmed Toby's status
20
Recent Client Reviews
Toby has received 20 client reviews in the past 12 months; 100% of these have been verified
Verified reviews: 100%
Toby has received 20 client reviews in the past 12 months; 100% of these have been verified
Independent Financial Adviser
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.
Last checked: 12 February 2025
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.
5
Qualifications Uploaded
Toby has added their qualifications to their profile. You can see them by clicking on the ‘qualifications’ tab below
5 qualification certificates available to view
Toby has added their qualifications to their profile. You can see them by clicking on the ‘qualifications’ tab below
Transparent Fees
Toby has added their fees to their profile. You can see them by clicking on the ‘fees’ tab below
Toby has provided information on their typical fees
Toby has added their fees to their profile. You can see them by clicking on the ‘fees’ tab below
Checks carried out by VouchedFor
FCA status: Certified by Firm
Toby is fully authorised under the FCA's Senior Managers & Certification Regime. A regulated Senior Manager has confirmed Toby's status
Last checked: 10 April 2025
Toby is fully authorised under the FCA's Senior Managers & Certification Regime. A regulated Senior Manager has confirmed Toby's status
20
Recent Client Reviews
Toby has received 20 client reviews in the past 12 months; 100% of these have been verified
Verified reviews: 100%
Toby has received 20 client reviews in the past 12 months; 100% of these have been verified
Independent Financial Adviser
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.
Last checked: 12 February 2025
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.
5
Qualifications Uploaded
Toby has added their qualifications to their profile. You can see them by clicking on the ‘qualifications’ tab below
5 qualification certificates available to view
Toby has added their qualifications to their profile. You can see them by clicking on the ‘qualifications’ tab below
Transparent Fees
Toby has added their fees to their profile. You can see them by clicking on the ‘fees’ tab below
Toby has provided information on their typical fees
Toby has added their fees to their profile. You can see them by clicking on the ‘fees’ tab below
We provide independent advice to help people make the most of their finances today and plan for the future. This gives clients greater peace of mind that their current and financial futures are in the best shape. We work with individuals, families and business owners who want to be more tax efficient, create structure and simplicity with their finances, which helps them plan for the future too. We are a 'fixed fee' service , which helps puts more money back in our clients’ pockets and ensures impartial holistic advice. Good financial advice is a given, and by combining this with financial planning it elevates this to another level. It helps clients actual see how the right advice will improve their financial position now and in the future. If you'd like to discuss how we can help you please contact us at www.engagefs.co.uk/contact or call me on 0203 637 7007. We work with clients with different and multiple requirements, and this includes: - growing their wealth - improving tax efficiency - planning for retirement - financial security in retirement - Inheritance tax planning and leaving a legacy for loved ones - protection and life insurance We specialise in: - holistic financial planning and advice - investment management - tax efficiency - savings & Investments - protection and life insurance - pensions - retirement - inheritance About Me I have over 20 years of experience in financial services, working primarily with individuals and their families, advising on investments, providing financial advice and financial planning. I am a Certified Financial Planner™ professional, which is the highest financial planning qualification with the Chartered Institute for Securities & Investment (CISI), a Chartered Fellow and Chartered Wealth Manager of the CISI. I look forward to hearing from you.
Offers available through VouchedFor
Contact Toby 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 Toby's clients
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