UK (FCA)
Authorised
MiFID
Authorised since May 2021
Last updated 11 February 2026
Engage Wealth Management Limited
Investment and advice, Holistic financial planner
Location
1st Floor, 26 Stroudley Road, Brighton, BN1 4BH
Website
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
24 May 2021
First authorised by the FCA
24 May 2021
Permission update: Advising on Pension Transfers/Opt Outs
24 May 2021
Permission update: Advising (ex Pension Transfers/Opt Outs)
Firm permissions
Designated Investment Business
Latest financial accounts
Key people
SMF17 Money Laundering Reporting Officer (MLRO)
Mr Oliver Charles McDonald
email@company.com+44 20 0000 0000
FAQ
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