Oliver McDonald

Oliver McDonald

Engage Wealth Management

Minimum savings/pensions: Over £100,000

0127 344 7515
Based in Hove
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Top Rated 2026
Verified since: July, 2021
4.9 out of 5

67 reviews

Checks carried out by VouchedFor

  • FCA Regulated

    Last checked: 01 July 2026

    Oliver and/or the firm they work for (or are appointed representatives of) is regulated as appropriate by the Financial Conduct Authority

  • 10

    Recent Client Reviews

    Verified reviews: 100%

    Oliver has received 10 client reviews in the past 12 months; 100% of these have been verified

  • Independent Financial Adviser

    Last checked: 30 May 2026

    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

    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 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 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)

About

I am the founder and director at Engage Wealth Management. We are truly independent financial planners, 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 nearly 20 years, and now specialise in retirement planning, investments and business insurance. I work with a variety of individuals and corporate clients to help them achieve their financial goals, but I provide the most value to those aged 50+ who are looking to retire in the next 10 years and live their dream lifestyle! 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. Our process begins with a discovery call to learn more about you and how we might help.