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 qualified to UK Financial Conduct Authority (FCA) standards, a member of the Chartered Insurance Institute, a Fellow of the Institute of Sales Management (FISM), and a Fellow of the Institute of Directors (FIoD).
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Pension

Mike CoadyPension

Pension Advice and Views

Retirement planning and pensions can get confusing, and if you fail to prepare it could be considered as preparing to fail! Mike has worked with an extensive range of local and global pension schemes and trustees during his career and is considered an experienced expert in pension advice.

Technology is Changing the Financial Industry

International Financial Advisers: Technology is changing the industry

The global marketplace is changing. For International Financial Advisers, the choice is stark: either adopt best practices in the face of challenges, or slowly become less relevant. Let’s take a look at how things are changing. On the financial front, there are increasing – and justified –...

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Financial Advice Tip

Let’s learn quality control from manufacturing

Let’s learn quality control from manufacturing I’ve gone on record before saying quality is never an accident. It’s always because of careful processes designed to monitor, review and cross-check. It is the role of management to make sure that services are being delivered with quality across all...

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swissglobal launches level up academy for on-demand knowledge acceleration

Brand leads the way in raising qualification standards for advisory and wealth management globally. Global financial solutions service provider swissglobal continues its drive towards setting new education and qualification standards by launching its in-house level up academy knowledge accelerator. The launch also builds on swissglobal’s focus...

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Swiss News 4

swissglobal Group eyes acquisitions worldwide with focus on Middle East

swissglobal Group eyes acquisitions worldwide with focus on Middle East Financial solutions provider swissglobal is eyeing M&A opportunities in markets across the Middle East as it seeks to supplement rapid organic expansion with strategic acquisitions. The strategy comes as the financial services and wealth management brand expands...

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