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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.

GWM Expands Swiss Presence

Mike CoadyGuardian Wealth Management GWM Expands Swiss Presence

GWM Expands Swiss Presence

GWM Group have today announced the opening of a further office in Basel, Switzerland.

2017 has already seen GWM expand into the USA, unveil further new advisory services, and with a 50% increase in year-to-date annual revenue.

Strong client demand in Europe continues to drive the requirement for cross-border financial advice throughout the region, and as a result GWM has announced the opening of their second Swiss office in the northern city of Basel.

 Managing Director, Gavin Pluck said:

“Whilst we already have a well-established presence in Southern Switzerland, the opening of our new Basel office provides a strong foothold that will allow us to expand into new territories in northern Switzerland, and beyond.”

GWMs new Basel office will be headed up by Jack Kerswell, a seasoned Area Manager with over 27 years’ experience working in the advice industry in both the UK and mainland Europe, who will be joined by James Stratford in launching the office.

Commenting on the launch of the GWM Switzerland new Basel office, Jack said:

“Having lived the expat lifestyle for the past seven years, I’m all too familiar with the hurdles international workers have to overcome. Combining my experience with the support that exists from GWM’s Compliance, Marketing, IT and Client Services divisions, it has allowed us to make significant early progress.


Mike 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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