Who We Are
About us
Discover Engage Financial Solutions
A Team Dedicated to Your Success
Engage Financial Solutions is dedicated to helping individuals and businesses achieve their financial goals with personalised advice and expert guidance. Our team of experienced advisors specialises in mortgages, insurance, financial planning, retirement planning, and investments. We pride ourselves on our client-first approach, where your unique needs are at the heart of everything we do. With decades of combined experience, Engage Financial Solutions has earned a reputation for providing clear, actionable advice that helps our clients make informed decisions. Our mission is to empower you to take control of your financial future with confidence. Whether you're looking for a new mortgage, protecting your family with insurance, or planning for retirement, we’re here to support you every step of the way.
Your Trusted Financial Advisors
Your Goals, Our Expertise
Engage Financial Solutions is dedicated to helping individuals and businesses achieve their financial goals with personalised advice and expert guidance. ur team of experienced advisors specialises in mortgages, insurance, financial planning, retirement planning, and investments. We pride ourselves on our client-first approach, where your unique needs are at the heart of everything we do.
Financial Clarity, Real Results
Plan Smart, Live Confident
With decades of combined experience, Engage Financial Solutions has earned a reputation for providing clear, actionable advice that helps our clients make informed decisions. Our mission is to empower you to take control of your financial future with confidence. Whether you’re looking for a new mortgage, protecting your family with insurance, or planning for retirement, we’re here to support you every step of the way.
Our Financial Advisors
Our team
What Our Clients Say!

Matteo Grassi2025-06-09Trustindex verifies that the original source of the review is Google. We had a fantastic experience working with Danny and the team at Engage Financial Solutions. From start to finish, Danny was knowledgeable, responsive, and incredibly supportive throughout the entire mortgage process. He made what could have been a stressful experience feel smooth and manageable, always taking the time to explain things clearly and act quickly when needed. We really appreciated his attention to detail and his personal approach—it felt like we were in very good hands. We wouldn’t hesitate to recommend EFS to anyone looking for mortgage advice or financial support. Thank you again for helping us secure our new home! — Matteo & Paula Martyn Wilson2025-05-30Trustindex verifies that the original source of the review is Google. Danny and the team went above and beyond to make sure that we got the mortgage we wanted and that we were comfortable and fully understanding of everything involved. They also helped us to arrange the relevant insurances, dealt directly with all parties on our behalf and found us good deals. Would happily recommend EFS to anybody looking to buy for the first time, as they genuinely took most of the stress out of it for us. Amanda Mc Cormack2025-05-29Trustindex verifies that the original source of the review is Google. Danny recently assisted us in switching our mortgage. The process was so easy from start to finish. It is so easy to upload the required documentation onto their system. Danny was so professional and explained everthing to us throughout the process , he also got us a great rate that we are delighted with. I would highly recommend and we will use engage again once our fixed rate is coming to its end.Thanks Danny. Maeve Wilson2025-05-29Trustindex verifies that the original source of the review is Google. I can’t recommend EFS enough for mortgages. Danny was fantastic at explaining all of our options and helped us every step of the way. Aisling was very communicative during the closing out phase and made it all so easy. Thanks again guys! Alex Shanley2025-04-15Trustindex verifies that the original source of the review is Google. Excellent service from Engage Financial Solutions professional, reliable, and always helpful. Highly recommend!