Without doubt it is Mike’s accomplished 20-year background in an in-depth knowledge of the financial services sector, plus his global expatriate lifestyle, which have led him to become one of the most in-demand commentators on financial planning matters.
A highly-regarded opinion-former, he is a frequent contributor to the likes of The Financial Times, The Telegraph, CNBC, news agencies including Reuters, as well as industry publications such as International Adviser and International Investment.
Although experienced and qualified to UK standards of financial planning, due to his award-winning dealings with high-net-worth individuals and expats, much of Mike’s work focuses around retirement planning, children’s education and college fee funding, portfolio and asset management, protection and insurance planning and wealth preservation on death.
Mike has held senior positions for Guardian Wealth Management, Workplace Solutions, deVere Group, M2 Financial (Towergate) and Barclays Wealth. He has also worked for other finance brands including Woolwich Independent Financial Advisory Services and Prudential Assurance.
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What Others Say
“Mike is an exceptional individual, he directly mentored me in many aspects. Mike is always willing to help those around him to be successful and showed genuine desire to develop me and those around me. His passion and ability to consistently progress people and projects make him an invaluable asset to any team. Thanks Mike!” […] - Danny Agg, Senior Business Development Manager – deVere Acuma
“Having known Mike for 7 years I can say that he is one of the most motivated and determined managers I have ever worked with. Mike has been a massive support to me since day 1 in deVere, is a true friend and someone I can always rely on. A great leader, a pleasure to […] - Brent Mayhew, Senior Associate – Holborn
“I was fortunate to work with and be trained extensively by Mike during his time as Chief Commercial Officer at Guardian Wealth Management. Mike ran the graduate induction course and supported me throughout his time at Guardian which has enabled me to thrive in a competitive industry. He is a well-respected leader in the wealth […] - Nishan Balasingham, Financial Adviser – Guardian Wealth Management
“I have known Mike for almost three years and have always found him to be a knowledgeable, enthusiastic and highly motivated colleague who is clearly able bring the best from his regional management team.” Frank Capron, Senior Compliance Professional – Panenka Consulting – https://www.linkedin.com/in/frank-capron-mica-b4210920/ - Frank Capron, Senior Compliance Professional – Panenka Consulting
“Mike is a proven builder of businesses exemplified by his time in the Middle East. His experience there will stand him in good stead to build another successful business in Europe. I have every confidence in his ability, passion and drive.” Bob Pain, CEO – Cadel Consulting Limited – https://www.linkedin.com/in/bob-pain-7424741/ - Bob Pain, CEO – Cadel Consulting Limited
“I worked for Mike in his team in Dubai. Mike is a highly talented Manager, Diligent and Proactive and was well respected by his team for being the No.1 performer in the region. I have found Mike to possess the highest level of enthusiasm and confidence and he is someone with an ability to charge […] - Paras Gosrani, Principal Consultant – Horizon International
“Mike Coady in his role as Group Director for Western Europe has had overall responsibility the ongoing success of this region. He continually raises the professional development of every member of the team to raise standards through stringent training within the group and deveres commitment to industry qualifications a must in financial services…Despite his other […] - Spencer Freeman-Haynes, Vice President – Swiss Global Group
“I have had the pleasure of working with Mike on a number of strategic projects in both of his previous roles. Mike always gives you the time, accessibility and direction required to achieve the results one aims for in a partnership as a supplier. Making things happen and managing expectations within the sales route is […] - Shelley Wren, Strategic Partnerships – IP Global Ltd
“I have worked with Mike over the past 15 months and through his direction and leadership have developed my knowledge and experience in the Industry. His motivation and enthusiasm are unbound and have just spent 2 days in a Sales conference which he lead. His passion for the Company and its successful growth are infectious […] - Quentin Sellar, International Financial Adviser – Blacktower Financial Management
“It has been a pleasure to work with Mike for the 5 years. I am still amazed how Mike still finds fresh and innovative ways to drive our business forward. Mike’s knowledge, drive, focus and determination are all second to none. This has seen Mike move and develop our region at an outstanding rate. Mike […] - Tony Williams, Area Manager St Lucia – deVere Group
“Since joining the company I have received a level and quality of training and support from without doubt the best and brightest in the industry; our European Director, Mike Coady, an inspirational and true professional who has always lead from the front with relentless passion and determination. Combined with his immense knowledge of the financial […] - John Mendy, Associate – JP Morgan
“As Group Director & Global Head of Western Europe he leads from the front and his success speaks for itself. Mike doesn’t see obstacles, issues, hurdles or barriers in fact these don’t form part of his vocabulary, he does however see “The Solution”. Having worked with Mike it’s fair to say that his ability to […] - Jonathan Harley, Senior Sales Operations Analyst – Thomson Reuters
“I worked for Mike for 5 years in Geneva. Attended many of his training sessions and seminars. He is without a shadow of a doubt, the very BEST in the business for sales training, motivation and achieving results. UN-forgettable, tough, direct, entertaining, massively passionate. He knows the industry inside-out and understands the pressures we are […] - Jed Wilson, Principal – Wilson Wealth
“I have had the pleasure of working directly with Mike for the last year and in the same team for the last three years. Mike is an inspiration. He has total dedication to his goals and manages to inspire and motivate his team to achieve with him. He is a total professional with a deep […] - Jack Kerswell, Area Manager – Guardian Wealth Management
“Mike is the nuts. He makes things happen, he lifts you up, cuts to the core of what is real and makes you sit up and take notice. His training is the best I have ever witnessed over many years in the industry, one hell of a driven and passionate individual, he is focused, dedicated to […] - Paul Rhodes, Business Development Director – Blacktower Financial Management
“I had the pleasure of working with Mike for 2 and half years and found him to be a true leader in all senses. Mike would always be available and provide support and advice whenever needed. Mike took pleasure in other peoples achievements and would always recognise hard work and commitment. He has tremendous knowledge […] - David Eggison, Director – OME Mortgages Specialists
“Mike is inspirational and a great motivator. I was a guest at his recent sales conference in Marbella and was impressed not only by his energy, charisma and focus, but by his all important attention to detail. His sales team is growing rapidly and I can see why” Robin Fielder, CEO, Leadership Development Ltd - Robin Fielder, CEO, Leadership Development Ltd
“I had the pleasure of working with Mike as a contractor for about a year. Mike delivered everything with passion and drive and was an inspirational leader in the business. Mike was very open minded when It came to making changes in the business which was refreshing. I would highly recommend Mike and enjoyed the […] - Chris Baigent-Reed, Founder – Jigsaw Tree Ltd
“I had the pleasure of working with Mike Coady at deVere and would welcome any opportunity to work with him again. I found Mike to be extremely professional and an individual who is very approachable with an open door approach and time for everyone. A man that is tenacious, focused, drive to achieve and always […] - Mike Cavin, Mortgages Supervisor – deVere Mortgages
“I spent time working with Mike in 2017 and found him to be a pleasure to work alongside. He understands his industry exceptionally well and is always looking for ways to drive the business forward. Mike had a huge capacity for work, undertaking many new projects at one time, and was always available for advice […] - Andrew Derrick, Senior Financial Planner – Guardian Wealth Management
“I was fortunate to work with Mike during his time as Chief Commercial Officer at Guardian Wealth Management. Mike is a true professional and would consistently drive those around him to perform at their optimum level through feeding off of his energy and wealth of experience. I was able to learn a lot from Mike […] - James Ferguson, Senior Financial Planner – Guardian Wealth Management
” I have had the pleasure of working with Mike for the past 6 year in both the Middle East and Europe and he has consistently proven to one of the most driven and professional individuals I have worked with within the financial service industry.” Anthony Stack, Director – Clarendon Distribution – https://www.linkedin.com/in/antony-stack-7b187640/ - Anthony Stack, Director – Clarendon Distribution
“Mike is not only a dedicated, hard working individual, but is always willing to share his time and knowledge with others. His enthusiasm is infectious, he shows a real can do attitude.” Mark Jenkins, National Account Manager – T2 Training – https://www.linkedin.com/in/mark-jenkins-840855a/ - Mark Jenkins, National Account Manager – T2 Training
“A larger than life character, inspiration, mentor and coach. During my time at a previous company Mike ran the European Operations, having known him for 8 years but only on a social basis I always found him very inspirational and insightful to speak with, which is why when it was announced he would be joining […] - Joe Woodhouse, Area Manager – Guardian Wealth Management
“It’s been my privilege to work with Mike at Guardian for the last year. A well respected leader and excellent speaker who draws from experience, lives in the future and acts in the now. His raw experience and expertise in the industry has had a significant impact on the rapid development of the company and […] - William Burrows, Senior Financial Planner – Guardian Wealth Management