0127 344 7515
Based in Hove
View locationTop Rated 2026
Top Rated advisers have met the qualification criteria for VouchedFor's Top Rated Guide, as determined by their client feedback
Verified since: July, 2021
4.9 out of 5
Checks carried out by VouchedFor
FCA Regulated
Oliver and/or the firm they work for (or are appointed representatives of) is regulated as appropriate by the Financial Conduct Authority
Last checked: 01 February 2026
Oliver and/or the firm they work for (or are appointed representatives of) is regulated as appropriate by the Financial Conduct Authority
11
Recent Client Reviews
Oliver has received 11 client reviews in the past 12 months; 100% of these have been verified
Verified reviews: 100%
Oliver has received 11 client reviews in the past 12 months; 100% of these have been verified
Independent Financial Adviser
An independent adviser can advise across a sufficiently diverse range of products to help meet a client’s objectives. They are in no way limited to products provided by companies they work for.
Last checked: 26 November 2025
An independent adviser can advise across a sufficiently diverse range of products to help meet a client’s objectives. They are in no way limited to products provided by companies they work for.
3
Qualifications Uploaded
Oliver has added their qualifications to their profile. You can see them by clicking on the ‘qualifications’ tab below
3 qualification certificates available to view
Oliver has added their qualifications to their profile. You can see them by clicking on the ‘qualifications’ tab below
Transparent Fees
Oliver has added their fees to their profile. You can see them by clicking on the ‘fees’ tab below
Oliver has provided information on their typical fees
Oliver has added their fees to their profile. You can see them by clicking on the ‘fees’ tab below
7
Positive First Impressions
100% of VouchedFor users have had a positive (4 or 5 star) first experience with Oliver (based on 7 first impressions)
100% of users who are not yet clients had a positive first experience with Oliver
100% of VouchedFor users have had a positive (4 or 5 star) first experience with Oliver (based on 7 first impressions)
Hello, I'm Oliver McDonald, Director of Engage Wealth Management. I am an independent financial planner, meaning I am not tied to any investment, pension or insurance company. This ensures I provide the highest quality, impartial financial planning advice to my clients. I have worked in financial services for over 15 years and now specialise in retirement planning, investments and insurance. I work with a variety of individuals and corporate clients to help them achieve their financial goals, but I provide most value to those aged 50+ looking to retire in the next 10 years. I always keep our conversations at a high level, ensuring the jargon is kept to a minimum and we focus on YOU at all times. We offer an initial meeting at my costs, to establish how we can help. So feel free to get in touch...
