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Monday 9am - 5pm Tuesday 9am - 5pm Wednesday 9am - 5pm Thursday 9am - 5pm Friday 9am - 5pm

Engage Wealth Management

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Engage Wealth Management

Welcome to Engage Wealth Management - securing your financial future. Helping people with advice on pensions, investments, insurance and more

02/06/2026

🎉 It's a pass 🎉

🎉 🎊 🥳 WITH DISTINCTION 🥳 🎊 🎉

We're pleased to say that Luke Comerford has recently passed his AF4 (Investment Planning) chartered-level exam.

Not only did Luke pass, he absolutely smashed it, achieving a distinction.

This brings Luke one step closer to being chartered.

Congratulations, Luke, from everyone at Team Engage!

22/05/2026

Many business owners say, “My business is my pension.”
But with AI changing everything so quickly… will it still be there in 10 years?

If this concerns you, building up tax-efficient investments outside of the business extracts value now rather than banking on a future payday.

18/05/2026

If you're local to Brighton, we're in the heart of the city...

👉 Truly Independent
👉 Financial Planning
👉 Local

We provide huge value to successful company owners, senior professionals and those planning retirement.

Get in touch to secure your financial future.

https://engagewm.co.uk/financial-planning-for-business-owners-in-brighton-sussex/

24/04/2026

The idea of working for 40 years and suddenly stopping no longer fits modern life.

People want flexibility, freedom, and a clear picture of what life after full‑time work actually looks like.

This short video explains why the old model is outdated — and how planning your future should be about living, not just retiring.

▶️ Watch now.

26/03/2026

The Vouchedfor Top Rated adviser guide was published in The Times this past weekend.

We’re pleased to say that both Oliver McDonald and Luke Comerford have been named in the VouchedFor Top Rated Adviser guide 2026!

The guide showcases the best advisers in the UK, based on feedback from our clients. Collectively, we now have now received over 100 reviews!

Thank you to everyone who has left a review and for your continued support.

09/03/2026

About Friday…

Last week we had our annual business conference with our friends at Engage Health Group followed by our birthday parties 🥳 (10th & 5th!).

Company updates
Business plans
A game of Traitors 🕵️
Big party 🎉

Thank you to our clients, contacts and everyone who has helped make our business a success.

05/02/2026

This week we welcome James Rogers to Engage Wealth Management.

James will be an integral part of the team, supporting our corporate and individual clients.

Welcome James 🥳

28/01/2026

The 5 ⭐️ reviews keep coming!

Our superstar financial adviser, Luke Comerford, received this Google review yesterday.

Not only that, but this client left a review on VouchedFor too!

Excellent work team 👏

26/01/2026

🥳 5 ⭐️ Google review 🥳

We received this outstanding review over the weekend from one of our personal wealth clients.

Feedback like this gives us a shot in the arm needed to continue our important work for our individual clients. Helping them reach, and live, the best version of retirement possible!

12/12/2025

So, what happens after your discovery call? 🤔

Your initial meeting is where we dive deeper. We’ll explore your goals, review your current financial position, and start shaping a plan that fits your life.

✅ It’s about clarity, confidence, and building trust.

🎥 Watch the video now to see what to expect and why this step matters for your future.

Address

First Floor, 26 Stroudley Road
Brighton
BN14BH

Opening Hours

Monday	9am - 5pm
Tuesday	9am - 5pm
Wednesday	9am - 5pm
Thursday	9am - 5pm
Friday	9am - 5pm

Website

http://www.engagewm.co.uk/

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