We provide all our clients with:

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Organisation

We’ll bring order to your financial life; from the big picture to the smallest detail. We’ll give you structure, control and confidence to make important decisions.

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Proactivity

We’ll develop a close relationship with you, allowing us to plan for life’s journey whilst preparing for any unexpected detours.

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Accountability

We’ll help you accomplish your aspirations and ambitions by agreeing your priorities, showing you the steps to take and ensuring you stay on track to achieve them.

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Education

We use our skills, experience and resources to help educate and empower you to make better financial decisions.

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Objectivity

Our impartiality and independence help you avoid emotionally driven decisions. We’ll be here when you need us, providing clarity to help you make the right choices.

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Partnership

We are here for you. Our aim is to ensure you achieve your goals and live your best possible life.


Why us?

We are financial planners based in London, specialising in advising business owners and sports professionals.

Whatever your reason for seeking advice, you can be assured that we develop deep, personal relationships with all our clients. As a true friend would, we’ll be there to help you appreciate the good times and navigate the more challenging periods of your life.  

We’ll repay the confidence you have in us through a commitment to impartiality, simplicity and fairness; ensuring we make your life easier and deliver value.


What do our clients have to say about us?

Pete Hackleton, a partner at Saffrey Champness explains why he is happy to recommend his clients to Engage.

Mikele Leigertwood, former professional footballer, explains why he trusts Engage with his financial planning.

Paul Babai, entrepreneur, discusses how Sam helped him focus on his financial future after the sale of his business.

Jenny Afia, privacy lawyer at Schillings, gives an insight as to how working with Engage has helped build confidence around her finances.


Coffee?

Our client relationships usually start with a coffee and a chat. If you’d like to hear more about us or have a question for one of the team, please call on 020 3637 7007 or complete the form below.