What we do at Engage is help our clients navigate the changing financial landscape by providing them bespoke advice, tailored to their specific needs and keeping them on their path to whatever success looks like for them…

What we do at Engage is help our clients navigate the changing financial landscape by providing them bespoke advice, tailored to their specific needs and keeping them on their path to whatever success looks like for them…

As we approached the 2025 Budget Statement, speculation was rife about how Chancellor Reeves would increase the tax intake without breaking the Labour Party manifesto…

After much speculation about what would be included in last year’s 2024 Budget, this year, it is no different…

Part 3.

Firstly, I’ll start with some excellent news. Our portfolio, Engage Tracker 100 has just hit its five-year milestone and taken the #1 spot on Morningstar’s comparison tool with an impressive 12.79% annualised return over 5 years…

Part 2.

Everything changed in 2015. That was more than 10 years ago, but lots of people haven’t changed their thinking…

Part 1.

There's a dangerous moment in every investor's journey when everything is working well, wealth is growing steadily, and then... boredom sets in…

Part 3: Diversification, Risk and Protection

Ever feel like you just can’t escape the news? It’s everywhere and it finds you. Buzzing in your pocket, from debates in every group chat to popping up when you’re scrolling on Twitter, Instagram and even Tik-Tok…

Part 2: Capital Gains Tax (CGT) & Trusts

Financial planning has come a long way over the past few decades. What was once the domain of high-net-worth individuals and large institutions is now accessible to everyday investors…

Part1: Inheritance Tax (IHT) planning

As your financial advisers, we have a professional duty to raise issues we deem important. Some of these topics may be difficult to bring up, but it’s critical to our long-term relationship that we always share what we believe to be true…

As financial advisers, we help people plan for the unexpected every single day. And the advice we give our clients is the advice we follow ourselves…

Winning the losers game – Can you be a better investor? In the wise words of Charlie Munger ‘Warren Buffet and I aren’t smarter than anyone else, we’re just less stupid than they are’…

When it comes to financial success, things can feel pretty overwhelming. There are countless investment options, unpredictable economic conditions, and, of course, your own unique financial situation to consider…

It was, of course, extremely tempting to let chat GPT write this blog. However, as with most experiences of AI right now, when I tried it, though there were lots of useful points from the computer, it still needed me to add the human touch…