After six years in financial services, and with just one exam left before qualifying as a Chartered Financial Planner, I’ve found myself thinking more about how I advise, not just what I advise on…

In case you missed it, there is what seems to be the beginnings of a potential war occurring in the middle east…

It’s a question that most of us have and can cause spending paralysis or guilt when we do splurge a bit…

The change of seasons is a welcome reminder that we're not living in a never-ending now…

We’re now well past the halfway point of our 2026 annual review season, and as always, it’s an intense but rewarding stretch for us at Engage…

When evaluating the return of an investment many potential investors often focus solely on the price tag of investments: the cost now and the value in the future…

The start of a new year isn’t just about gym memberships… It’s the perfect time to reset your financial life…

First and foremost, I want to take this moment to wish all our client families a big happy and healthy new year. There are lots of things happening; it’s a really exciting time for us at Engage and I’m looking forward to sharing it all with you in due course…

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