Engage Wealth Management

18/06/2026

A business owner paying for life insurance personally? You're doing it wrong.

A Relevant Life Policy is a super tax-efficient way to pay for life insurance through the business. In this short video, we explain:

👉️ The tax benefits
👉️ How senior employees, directors and CEOs can obtain higher cover amounts
👉️ The importance of the trust document

Get in touch to discover if a Relevant Life Policy is right for you.

16/06/2026

Do you know where our expertise lies?

We consider ourselves some of the best in the UK in these four key areas:

👉️ Financial Planning

👉️ Workplace Pensions

👉️ Business Protection

👉️ Family Protection

Click the link below to learn more.

We enjoy working with people to achieve their financial goals. Our expertise lies in the following areas:

11/06/2026

Can you put a value on financial planning?

Well, the International Longevity Centre (ILC) have.

In our latest guide, we explore the value of financial planning and the results from the ILC study:

👉️ An average total benefit of £47,706 for those receiving financial advice
👉️ 24% vs 11% increase in pension wealth for those receiving advice vs those not
👉️ Nealy 50% higher wealth for those receiving ongoing advice

Read and download our guide here:

Financial planning can add real value to your life, helping you achieve your goals and enjoy the lifestyle you want.

09/06/2026

Should you combine your old pensions?

Well, that depends...

It MIGHT:

👉️ Reduce fees
👉️ Improve investment performance
👉️ Make your life easier

BUT, you might lose valuable guaranteed benefits, such as:

👉️ Guaranteed annuity rates
👉️ Protected tax-free cash

Or you might simply be moving to a more expensive, poorly performing plan.

Getting independent advice, especially if your pension pots are larger or you're close to retirement, is highly recommended. Get in touch to learn how we can help.

04/06/2026

How does pension lifestyling work?

More importantly, did you know your pension might be automatically changing your investments, without your knowledge, as early as your mid-40's?

In this video, we explain how pension investing works and some key considerations.

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.