Engage Wealth Management Limited

Reference number: 942618

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Authorised by the FCA

This firm is on the FCA register and authorised to carry out regulated activities.

Website, phone number and address

Compare these against whatever you were given. Scammers clone real firm names and reference numbers but use their own phone number and website, so a detail that does not match the register is the clearest warning sign there is.

In the full report: 3 background checks

  • When engagewm.co.uk first appeared online, and whether it can receive email
  • What kind of line 01273 076587 is
  • Who else gives the postcode BN1 4BH
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FCA permissions and consumer protection

  • Give regulated advice FSCS may apply
    A claim for unsuitable advice is itself FSCS-protected, up to the limit that applies to the product you were advised on.
  • Manage or trade investments FSCS may apply
    Eligible investment and pension claims are typically FSCS-protected up to £85,000 per person, depending on the product and your circumstances.
  • Complaints Ombudsman, free
    You can refer a complaint about this firm to the Financial Ombudsman Service for free, whichever activity it relates to.
Show FCA detail (5 permissions)
  • Advising on investments (except on Pension Transfers and Pension Opt Outs)
  • Advising on P2P agreements
  • Advising on Pension Transfers and Pension Opt Outs
  • Arranging (bringing about) deals in investments
  • Making arrangements with a view to transactions in investments

FCA disciplinary action and complaints

No FCA disciplinary action.

The Financial Ombudsman Service only publishes complaint figures for firms with 30 or more new complaints in six months, so there are none here for this firm.

Companies House record

The company behind the firm: its status, age, registered office and directors.

Company number
13010558
Company status
Active
Company type
Private limited company
Incorporated
11 November 2020 (5 years old)
Registered office
1a City Gate, 185 Dyke Road, Hove, BN3 1TL, England
Nature of business
  • Financial intermediation not elsewhere classified (SIC 64999)

Directors and company secretaries

Name Role Born Appointed Other companies
Ian Paul Abbott Director Sep 1983 11 Nov 2020 2 other companies
Nicholas Keith Hale Director Feb 1980 11 Nov 2020 3 other companies
Oliver Charles Mcdonald Director Jun 1986 1 Mar 2021 None

Other companies run by these 3 directors

A firm is run by people, and their other companies are their track record: what they built, what closed, and anything that failed. It is the check most people never think to make.

other companies
3
still active
3
is FCA-registered
1

In the full report: all 3 companies, named

  • What each company does, and whether it is still trading
  • Which of these 3 directors sit on each board, and since when
  • Any that went into liquidation or administration
  • The one on the FCA register
  • The 2 companies these 3 directors run together
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Filed accounts and finances

Year to 31 March 2026Micro-entity accountsNot audited

Net assets

£49.2k

+55% from £31.6k

Owed within a year

£61.1k

−33% from £91.7k

Assets and liabilities

In the full report: all 5 years of accounts

  • Every year from 2022 to 2026
  • The chart, over every year
  • Every filed figure, year by year
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About these figures
Turnover
Money taken from sales in the year, before any costs.
Profit before tax
What was left after the year’s costs, before corporation tax. A minus figure is a loss.
Net assets, or total equity
Everything the company owns minus everything it owes. A minus figure means it owes more than it owns.
Total assets and total liabilities
Everything the company owns, and everything it owes, on the last day of the year. The gap between them is its net assets.
Cash at bank
Money in the company’s accounts on the last day of the year.
Owed within a year, owed after a year
Debts and bills due in the next twelve months, and those due later.

There is no turnover or profit: small companies do not have to publish them.

Accounts filed at Companies House for company 13010558. Every figure is as filed, apart from total assets and total liabilities, which are added up from filed figures. Nothing is estimated.

Key dates in its history

Engage Wealth Management’s history from the FCA register and Companies House, newest first.

Key events (6) All events (11)

2021

24 May 2021

  • Regulated by the FCA from this date
  • Became authorised by the FCA

FCA register

1 March 2021

  • Oliver Charles McDonald became the majority owner (50–75% of shares)
  • Porteous Holdings Limited gave up control

Companies House

2020

11 November 2020

  • Incorporated at Companies House
  • Porteous Holdings Limited took control (75–100% of shares)

Companies House

In the full report: all 11 events

  • All 11 events in its history (6 shown here)
  • Every director appointment and resignation: 3
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Firms connected to Engage Wealth Management

Other FCA-listed firms that share a director, phone number or address with Engage Wealth Management. A link shows who the firm is tied to, not whether either can be trusted.

connected firms
3
share a director
1
share its postcode
3

In the full report: all 3 connected firms, named

  • How each is linked: shared directors (1), the same postcode (3)
  • Who links each one: the named directors, with dates
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Firms like Engage Wealth Management

Other firms of the same type (financial adviser), nearest first.

In Brighton

Geoff RowlandBrightonAuthorisedHerbert Financial ServicesBrightonAuthorisedHowarth Financial LimitedBrightonAuthorisedIan St John HendryBrightonAuthorisedMcCreath Financial Partners LimitedBrightonAuthorisedOakhurst Financial Management LimitedBrightonAuthorised

Firms are listed by type and location, best known first. Being listed is not a recommendation: check any firm before you deal with it.

Get the full report on Engage Wealth Management

Everything on this page, plus everything locked above, in one dated PDF you can keep, file or send on.

  • 3 other companies its directors have run, named
  • 3 background checks on its contact details
  • 5 years of accounts, charted
  • All 11 events in its history
  • 3 connected firms, named, and who links them

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Frequently asked questions about this firm

Is Engage Wealth Management Limited FCA authorised?
Yes, Engage Wealth Management Limited (FRN 942618) is authorised by the FCA to carry out regulated activities. It has held its current authorisation since May 2021 and works as a financial adviser. The FCA has placed no limits on its permissions.
What is Engage Wealth Management’s phone number and website?
The FCA register lists the phone number 01273 076587 and the website engagewm.co.uk for Engage Wealth Management. If you were given different contact details, use these to check with the firm before going any further.
Is Engage Wealth Management a scam or clone?
Engage Wealth Management is a genuine FCA-listed firm, and the FCA has published no warnings about fake versions of it. Scammers do copy real firms, though, so check that any contact details you were given match the ones on the register.
Is my money safe with Engage Wealth Management?
Its FCA permissions do not allow it to hold or control client money. It depends on the product, but eligible claims may be protected by the FSCS. You can also refer complaints about Engage Wealth Management to the Financial Ombudsman Service, free of charge.
Who owns Engage Wealth Management?
Companies House lists one person with significant control of Engage Wealth Management: Mr Oliver Charles McDonald (50–75% of shares). Before that, it was controlled by Porteous Holdings Limited.
Who runs Engage Wealth Management?
Companies House lists 3 directors of Engage Wealth Management: Ian Paul Abbott, Nicholas Keith Hale and Oliver Charles McDonald.
How long has Engage Wealth Management been in business?
The company was formed on 11 November 2020, and has held its current FCA authorisation since May 2021.
What do Engage Wealth Management’s latest accounts show?
Its latest accounts, to 31 March 2026, show net assets of £49.2k (+55% from £31.6k).

Sources and links

The full report on Engage Wealth Management Limited

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