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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.

Guardian Wealth Management opens first United States office in Miami

Mike CoadyGuardian Wealth Management Guardian Wealth Management opens first United States office in Miami

Guardian Wealth Management opens first United States office in Miami

Guardian Wealth Management has today announced it has launched its first office in the US.

The company’s first ever office in the country is the next step in its global expansion programme.

The Guardian Wealth Management Miami, US office will be headed up by Nathan Tarr who will be initially responsible for a team of 7.

Nathan Tarr says “Guardian Wealth Management’s expansion into the Unites States is a very exciting time. The US business market is arguably the largest in the world, but also one of the most difficult. It takes time to get it right, however within weeks of opening we have seen massive demand across all the states. We will be providing holistic financial advice, ensuring we meet all of their planning needs as they move through their working lifespan into retirement”.

There is an overwhelming demand from clients in the US market for advice around existing pension options. There are many nationalities here that have spent time living and working in the UK and there lack of knowledge and experience amongst local US advisors.

Gavin Pluck, GWM’s Managing Director added “I am very much looking forward to working with the team to build the GWM US business to one of the largest in the Group over the coming years. Everyone is very focused and the results are already providing significant positive feedback”.

The Guardian Wealth Management Miami, US office is located in the heart of the financial district in Brickell. Our team brings with it a host of experience in the industry both from the UK and in the US.

Mike Coady, GWM’s Chief Commercial Officer further added: “Having worked with Nathan Tarr for some years now, I know he will make this a huge success. Good luck to all those at GWM USA – exciting times ahead!”

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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