Financial Expert | Business Excellence | Growth Expert
Mike is an award-winning financial expert and a well-known leader in the financial industry.Having taken two of his previous firms to Chartered Status in the UK and also achieved the prestigious National IFA of the Year Award – Highly Commended.In addition, Mike is a well known Independent Financial Adviser and Money Coach. Qualified to UK Financial Conduct Authority (FCA) standards, a member of the Chartered Insurance Institute, a Founding Fellow of the Institute of Sales Professionals (FF.ISP), a Fellow of the Institute of Directors (FIoD) and featured as a highly qualified Financial Adviser in Which Financial Adviser.

Dukascopy TV Interview Part 1

Mike CoadyMike Coady Dukascopy TV Interview Part 1

Dukascopy TV Interview Part 1

Earlier this week, whilst visiting the deVere team in Geneva, I was invited on to the Swiss financial television station, Dukascopy TV, for an interview about various financial planning matters.

In the interview the host, Doireann McDermott, asked me what a financial adviser should be doing for their clients.  I said that when we meet a new client, the first task is to find out where they are today and where they want to get to in the future, and learn about – and understand – their objectives, goals and concerns.   It is then our job to move them between those two points in the most effective way possible.

I highlighted that as advisers we should be taking a holistic approach to financial planning from protecting a client’s assets, which is often themselves, education and retirement planning and investment portfolio management.

On a regular basis, I told the interviewer, we typically find that our clients like to engage with us face to face every three to four months to ensure that their planning strategy and portfolio adapts to any changes in their circumstances, and they are constantly made aware of the latest opportunities that exist within the market.

When I was asked how far an adviser should “push” their client, I suggested that the word “push” was perhaps too strong although a good adviser is a strong one, meaning that sometimes an adviser needs to help a client understand that what they need is not always immediately what they are wishing for.

As a financial adviser, sometimes, you need to encourage a client to make tough choices and, as such, it’s essential there is a strong rapport and trust between adviser and client.


Mike CoadyMike Coady
Mike Coady

Mike is recognised at the forefront of financial planning as a financial advice mentor who demands only the best outcomes for both individuals and businesses he works alongside.

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