Engage.
Build Wealth.
Live Life.
We believe that only a truly personal service allows you to fully Engage with your finances, so that you don't ever have to worry about them.
Our financial planning looks beyond traditional definitions of wealth, focussing instead on helping you to develop and achieve meaningful financial and life objectives.
Our job is then to enable you to always do yours, so that you can live your best life, whatever that looks like...
Who We Work With
Sportspeople/Business Owners/Entrepreneurs
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We believe in building relationships, and that trust is the key to making those relationships successful. That’s why we put our clients’ needs first and recognise that effective financial planning needs to look beyond traditional definitions of wealth. Focussing instead on helping you to develop and achieve meaningful financial and life objectives.
We believe Einstein said it best: “Not everything that counts can be counted, and not everything that can be counted counts”.
For “Who We Work With” – rather than specifying niches could we talk about clients along the lines of working with likeminded-motivated/successful people. Mention that we have a lot of experience with sports professionals and entrepreneurs but we work with all high achievers (not those words!!) in all areas/industries, at all stages of their journey.
Obviously worded much better – but you get the idea of being a little more generic and not having to find clever wording for the retirees….?
Why Engage
Hear our clients talk about what made them choose 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.
Why Are We Different
Experience
Over 15 YEARS EXPERIENCE in financial services, and a proven track record of supporting entrepreneurs and sports professionals.
Sam has achieved the ’gold standard’ of financial advice qualifications and his personal experiences enable him to truly ENGAGE with clients.
Clear Charging
Our FIXED FEE proposition is simple and transparent. Our charging structure puts more in our clients’ pockets and allows us to be UNBIASED and IMPARTIAL.
Head to our charges page to see more detail on our fees.
Service
Focussing on better client outcomes – always. Engage provide a PERSONALISED SERVICE for a personalised situation.
As a boutique firm we aim to make every client feel as though they have their own PERSONAL FD.
Why Are We Different
Experience
Over 15 YEARS EXPERIENCE in financial services, and a proven track record of supporting entrepreneurs and sports professionals.
Sam has achieved the ’gold standard’ of financial advice qualifications and his personal experiences enable him to truly ENGAGE with clients.
Service
Focussing on better client outcomes – always. Engage provide a PERSONALISED SERVICE for a personalised situation.
As a boutique firm we aim to make every client feel as though they have their own PERSONAL FD.
Clear Charging
Our FIXED FEE proposition is simple and transparent. Our charging structure puts more in our clients’ pockets and allows us to be UNBIASED and IMPARTIAL.
Head to our charges page to see more detail on our fees.
Don’t just take our word for it…
We are London-based financial planners with specialised experience in advising business owners and sports professionals. A few of them have kindly summed up Engage in 3 words for you:
