Engage Wealth Management

It's US election day.

Remember, stock markets don't seem to care about politics...

🧐 Are you ready for retirement?

Find out in less than 5 minutes and receive your own, personalised report 👇

How ready are you for retirement and life after work? Take our free quiz and get your personalised score and report here https://engagewm.scoreapp.com/

Key news from the chancellors budget statement.

☎️ Get in touch if you would like to work with Engage on your financial planning.

Your Autumn Budget update – the key news from the chancellor’s statement - Engage Wealth Management Almost four months after Labour won the general election, chancellor Rachel Reeves has delivered her 2024 Autumn Budget, outlining the government’s plans for

🌟 Planning for retirement? Understanding your income options is essential for making the most of your later years. 🌟

Our latest guide - Your Retirement Choices: How to Generate an Income in Later Life, dives into the different ways you can turn your hard-earned savings into a reliable income during retirement.

Whether you're considering pension drawdowns, annuities, or other investment strategies, this guide breaks down the options to help you make informed decisions.

🔗 Check out the full blog for practical insights and expert advice that can help you build a secure and fulfilling retirement!

Guide: Your retirement choices: How to generate an income in later life - Engage Wealth Management Retirement on your terms is likely to be one of the key elements of your financial plan.

Are you feeling confident about your financial future in retirement? Do you have a plan in place to ensure your loved ones are taken care of? Take our Readiness for Retirement Quiz to assess your preparedness and get personalized insights on how to secure your financial well-being. Click the link below to get started!
https://engagewm.scoreapp.com

How ready are you for retirement and life after work? Take our free quiz and get your personalised score and report here https://engagewm.scoreapp.com/

🌟Employers🌟

There is a big, wide world out there beyond Nest.

Get in touch to learn more about our workplace pension upgrade service.

🌟 Premium Bonds 🌟

This month’s £1,000,000 winner lives in West Sussex!

Congratulations 🥳

Have you checked yours?

👉 If you’re one of our clients, why haven’t you called us?

👉 If you’re not one of our clients, why haven’t you called us?

Here are some tips & information (not advice):

1. Don’t tell anyone just yet

2. Give it a few months before giving/spending.

3. For a short-term safe haven, the NS&I direct saver is guaranteed by the UK government. There is no £85,000 FSCS limit.

4. Get professional independent financial advice.

www.engagewm.co.uk
01273 076587
[email protected]

Is social media influencing your financial decisions?

In today's digital age, platforms like Instagram, TikTok, and Twitter can shape our spending habits more than we realise.

Whether it's the latest trends, influencer endorsements, or financial advice from seemingly credible sources, our financial behaviors are increasingly impacted by what we see online.

At Engage Wealth Management we believe in informed decision-making.

Our latest article dives into how social media affects your financial habits and offers practical tips to navigate this digital influence responsibly.

Link in comments.

🌟 Are you ready for a 100-year life? 🌟

Around 25% of children born today will live to age 100.

A healthy 65-year-old couple today has a 47% chance of one reaching age 90.

With life expectancy on the rise, preparing emotionally and financially for a longer life is essential.

Building a sustainable retirement plan, covering potential healthcare costs, and finding purpose are key steps to thriving in your later years.

Unlock the secrets to a fulfilling century-long life! 🕰️

Read the full guide on how to get started: https://engagewm.co.uk/3-effective-ways-to-emotionally-and-financially-prepare-for-a-100-year-life/



*Statistics taken from ONS.

3 effective ways to emotionally and financially prepare for a 100-year life - Engage Wealth Management The oldest man in the world currently lives in a care home in Liverpool. John Tinniswood, a great-grandfather from Merseyside, is 111 years old and took the

5 ⭐️ is all we know 🤷‍♂️

🥳 5 stars is what we do 🥳

Check out this recent review for our adviser, Luke Comerford .

We now have over 50 positive reviews 👇

https://www.vouchedfor.co.uk/protection-advisor/hove/069920-luke-comerford

https://www.vouchedfor.co.uk/financial-advisor-ifa/hove/064568-oliver-mcdonald

https://engagewm.co.uk/what-a-labour-government-could-mean-for-your-finances/

What a Labour government could mean for your finances - Engage Wealth Management

🎉 Unlock the Full Potential of Your Retirement! 🎉

Retirement isn't just the post-business sale era or the end of a career—it's the beginning of a new adventure! Whether you're dreaming of travel, picking up new hobbies, or spending more time with family, finding purpose is key to a fulfilling retirement.

Discover how to make the most of this exciting chapter in our latest guide: How to Find Purpose and Get the Most Out of Your Retirement.

Guide: How to find purpose and get the most out of your retirement - Engage Wealth Management Retirement might be a chapter of your life you’ve been looking forward to for years. Perhaps you’ve been daydreaming about how you’ll make use of the extra

Another glowing 5 ⭐️ review for our resident expert Luke Comerford!

A fantastic job providing a first class service every time.

📱 Get in touch to discover how Key Person Insurance could help your busienss.

🌟 Discover Your Purpose in Retirement 🌟

Are you approaching retirement? It's time to explore new passions and ensure financial peace of mind. Our free guide, "How to Find Purpose and Get the Most Out of Your Retirement," offers practical tips to help you thrive.

📘 Download now: engagewm.co.uk/guide-how-to-find-purpose-and-get-the-most-out-of-your-retirement

Make your retirement the best chapter yet!

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Guide: How to find purpose and get the most out of your retirement - Engage Wealth Management Retirement might be a chapter of your life you’ve been looking forward to for years. Perhaps you’ve been daydreaming about how you’ll make use of the extra

🚀 How much wealth is enough for you? 🚀

Discover the 5 essential steps to determine your ideal wealth target and achieve financial stability...

Whether it's helping your children, planning a dream retirement, or securing your future, this blog has you covered. Learn how to prioritise your goals, review your assets, and use innovative cashflow planning tools to plan your future confidently.

👉 Read more:

How much is “enough” wealth for you? 5 steps you could take towards finding out - Engage Wealth Management When you think about your hopes for the future, you may have some goals that seem to hang in the balance.

🚀 Ready to take control of your financial future? 🚀

At Engage Wealth Management, we believe in empowering you with the knowledge you need to make the best decisions for your retirement. If you're planning to take a flexible income from your pension, our latest guide is a must-read!

🔍 Discover the 7 Useful Questions you should ask to ensure your retirement plan is on the right track. From tax implications to sustainable withdrawal strategies, we cover it all.

Guide: 7 useful questions if you plan to take a flexible income from your pension - Engage Wealth Management When you start to access your pension, how will you take an income? One of your options may be to withdraw a flexible income that suits your needs through

It’s our birthday 🎂

Three years ago today, we became a directly authorised firm by the FCA.

Thank you to our wonderful clients, connections and staff who have supported us throughout the journey so far!

Here’s to many more 🥂