Hear our clients talk about what made them choose Engage.

We asked our clients to think of 3 words to describe Engage.


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

“Engaged – that is what they are. They engage with clients and advisors to make sure the client gets the best possible service”.

Pete describes Engage as communicative, enthusiastic and engaged and believes Engage is clear, transparent and always willing to go the extra mile.


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

“Selling the business I knew was going to be a big transformation in my life and I needed someone I could trust to help me through that journey”.

Paul describes Engage as efficient, reliable and honest and especially appreciates the objective view Sam offers.


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

“We go back a long way. I trust Sam. His work ethic is fantastic. When he set up Engage it was a no brainer”.

Mikele describes Engage as professional, honest and trustworthy and likes the bespoke service they can offer. 


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

“Sam helped us to celebrate our lives and our successes. He’s just been a really brilliant compliment to our lives”.

Jenny describes Engage as friendly, caring and informed and feels Sam invests his time and is really committed to a long term relationship.