Engage Wealth Management Limited
Investment and advice, Holistic financial planner
1st Floor, 26 Stroudley Road, Brighton, BN1 4BH
Summary
Engage Wealth Management Limited is a Brighton-based holistic financial planner. It was first authorised by the FCA in 2021. It has permissions related to investments and pensions.
Timeline
Role appointment: [FCA CF] Functions requiring qualifications (Luke Comerford)
Role appointment: [FCA CF] Client dealing (Luke Comerford)
First authorised by the FCA
Firm permissions
SMF17 Money Laundering Reporting Officer (MLRO)
Mr Oliver Charles McDonald
CPD4 - Personal recommendation on retail investments (not broker funds)
Mr Oliver Charles McDonald
CPD4 - Personal recommendation on retail investments (not broker funds)
Luke Comerford
CPD6 - Personal recommendation on Friendly Soc tax-exempt policies(not Holloway)
Mr Oliver Charles McDonald
The London Institute of Banking and Finance (LIBF) - formerly known as IFS
Mr Oliver Charles McDonald
FAQ
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