Patrick Umpleby, Private Wealth Adviser - indigo

MIKE COADY

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.

Patrick Umpleby, Private Wealth Adviser – indigo

Sep 16, 2018

by EchoWeb

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Fantastic sales training. I had heard a lot about the skills that Mike Coady had within the realms of sales and best practice but was really wowed by how much he had to offer. Over the course of two days Mike took me and others through client relationships, what makes an effective question and how to best deliver advice and excellence. I would highly recommend his unique insights, guidance and approach to training. He encouraged us to question him and, even so, we were always convinced by his responses and surprised by how well he backed up his answers with thoughtful knowledge; showing us how to apply and develop our skills.

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The Person Behind the Brand

Mike’s track record and accomplishments merit their own space. But the man behind the brand is an approachable people’s person and family man.

Mike was born in Shrewsbury to a dad with a busy career in oil and gas. He attended boarding school in the UK before gaining a taste of the wider world thanks to his father’s overseas job postings. As a child, he lived in Sharjah, Dubai, Abu Dhabi, Muscat, Jeddah, Doha and Thailand among a string of other destinations – giving him a particularly broad and well-rounded worldview.

He later found himself back in the UK, where he attended Royal Shrewsbury School. Mike’s business acumen was obvious from his school days – where business studies particularly fascinated him. It’s almost cliché, but Monopoly is still his favorite board game – because he says it plays to his two key strengths: strategising and wealth management.

Mike studied at Birmingham University –Manufacturing Engineering and Business Studies.

When taking a few minutes away from a hectic career creating customer-centric success stories, he prefers somewhat more relaxing activities – such as spending time being active and working on his personal development. He likes travelling and is ready to head out to new adventures at the drop of a hat.

Patrick Umpleby, Private Wealth Adviser – indigo