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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Pensions & Retirement

Mike CoadyPensions & Retirement

Pension & Retirement 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.

Pound Cost Ravaging – the beast that can destroy your pension pot

Perhaps one of the most hazardous complexities of new flexibilities, allowing individuals to manage their own income in retirement, is the potentially catastrophic effects of pound cost ravaging.   Unlike dollar cost averaging, which helps investors to manage volatility by contributing a regular fixed amount to a...

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There should be nothing remarkable about world-class standards

Our mission as financial advisers is simple, and it’s putting the client first. All too often, we get caught up in the nitty gritty of portfolio construction, asset allocation and diversification before understanding who our clients are and what aspirations they harbour. It’s always worth...

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Cashing in your final salary pension? These 10 factors determine how much you’ll get.

Incredibly generous offers made to people with “final salary” pensions have continued to convinced thousands of savers that swapping the guaranteed income offered by these schemes for a cash lump sum is a serious consideration. Such sky-high “transfer values” are one of the reasons savers are transferring...

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