What we do

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. 

Instead we help you 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”.

We know that traditionally financial services can appear complicated and confusing. At Engage we aim to break the mould by being transparent about the entire planning process and about our fees.

Our planning process is explained below. You can learn more about our fees by clicking here

 
This is a no cost, initial introduction to see if we think we’ll work well together. After all, this is a two-way process and for our partnership to run smoothly, we need to both feel like we’re a good ‘match’ before we get started.  We'll ask questions about your life objectives, your ideal future and what success looks like to you and your family. Mostly though, we'll listen; it’s the best way of getting to know you.  Once we're comfortable moving forward together, we'll talk through the next steps towards creating your meaningful lifetime financial plan.

This is a no cost, initial introduction to see if we think we’ll work well together. After all, this is a two-way process and for our partnership to run smoothly, we need to both feel like we’re a good ‘match’ before we get started.

We'll ask questions about your life objectives, your ideal future and what success looks like to you and your family. Mostly though, we'll listen; it’s the best way of getting to know you.

Once we're comfortable moving forward together, we'll talk through the next steps towards creating your meaningful lifetime financial plan.

This stage involves a more in-depth ‘fact finding’.  We’ll ask questions to find out more about your current financial position, your income, expenditure, assets and liabilities, using all of this detailed information to build on the personal insight we learned in the discovery meeting.  Once we have a full understanding of your current financial situation and future life goals, we can talk through the different packages we offer and agree which is the best fit for you.

This stage involves a more in-depth ‘fact finding’.

We’ll ask questions to find out more about your current financial position, your income, expenditure, assets and liabilities, using all of this detailed information to build on the personal insight we learned in the discovery meeting.

Once we have a full understanding of your current financial situation and future life goals, we can talk through the different packages we offer and agree which is the best fit for you.

This is here the magic happens. We take everything we know about you to build a full and clear picture of your situation and create a plan that is fully bespoke to you.  We create several ‘what if'?’ scenarios to show you the different routes you could take to achieving the life goals we’ve previously identified.

This is here the magic happens. We take everything we know about you to build a full and clear picture of your situation and create a plan that is fully bespoke to you.

We create several ‘what if'?’ scenarios to show you the different routes you could take to achieving the life goals we’ve previously identified.

 
Here we come together to review your bespoke plan and financial forecasts and talk through the recommendations we have made based on our research.  We will talk through all the potential journeys we’ve identified and take your input onboard to refine the plan, ensuring you are fully comfortable with our summaries and suggestions.

Here we come together to review your bespoke plan and financial forecasts and talk through the recommendations we have made based on our research.

We will talk through all the potential journeys we’ve identified and take your input onboard to refine the plan, ensuring you are fully comfortable with our summaries and suggestions.

This stage enables us to put your plan into action, and to ensure that it continues to meet your lifestyle and financial objectives.  That starts with managing any immediate changes which we recommend, taking care of the paperwork and providing regular progress updates.  Looking to the future we’ll communicate regularly with you to check that we’re up to date with any changes to your circumstances which need to be incorporated into your plan. We’ll also keep you informed of anything which could impact your plan.

This stage enables us to put your plan into action, and to ensure that it continues to meet your lifestyle and financial objectives.

That starts with managing any immediate changes which we recommend, taking care of the paperwork and providing regular progress updates.

Looking to the future we’ll communicate regularly with you to check that we’re up to date with any changes to your circumstances which need to be incorporated into your plan. We’ll also keep you informed of anything which could impact your plan.

max-van-den-oetelaar-646474-unsplash RESIZED.jpg