A team which delivers on its promises
We repay the confidence our clients have in us through a commitment to impartiality, simplicity and fairness; ensuring we make our clients’ lives easier and deliver value.
Our team is led by Sam, a Chartered Financial Planner, who is supported by Stevie and Michelle. We also bring in specialist expertise when required.
Sam Sloma, Chartered Financial Planner, Managing Director
Sam’s background is a little different from the average financial adviser.
He left school at 16 to pursue a professional football career. He retired at 26 after deciding it was time to get married, start a family and pursue a new vocation.
That vocation became financial planning.
Stevie Uddin, Chief Operating Officer
Stevie is passionate about putting the client first.
She manages all the operational and technical areas of the business, ensuring that every process, document and system is selected, designed and implemented with the clients’ needs in mind.
Michelle Frost, Office Manager
Michelle ensures our administration operation runs smoothly, supporting Sam and Stevie so they can focus on their respective areas of the business.
Michelle’s key priority is to ensure that the vision that Sam and Stevie have for Engage is driven forward in all day-to-day organisational tasks.
A Chartered Financial Planner himself, Benjamin provides technical support to Sam and the team.
Abraham uses his unrivalled knowledge and skills to support our internal investment proposition.
Simon ensures we stay up to date with current regulatory challenges and our advice is of the highest quality.