MIKE COADY

Growth Expert | Business Excellence | People Transformation
Mike Coady was appointed Chief Executive Officer of swissglobal in 2018, a position to which he brings a strong financial background and experience across a variety of roles. Mike is a skilled business strategy and growth leader, coach and motivator. He is a people’s person known for his ability to inspire teams towards excellence. He mentors his people and departments to transform their passion into outstanding results and long-lasting relationships with their clients.
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deVere United Kingdom nominated twice in Professional Adviser Awards 2014

Mike CoadyIndustry News deVere United Kingdom nominated twice in Professional Adviser Awards 2014

deVere United Kingdom nominated twice in Professional Adviser Awards 2014

It was announced this week that deVere United Kingdom has received nominations in two categories of the prestigious annual Professional Adviser Awards.

The first is the ‘Adviser Firm of the Year’ award, in which the United Kingdom division of deVere Group has been short-listed within the Midlands category.  The second is ‘Paraplanner of the Year’, with deVere United Kingdom’s Lee Grimshaw included in the list of nominees.

It is an honour for deVere United Kingdom to be named twice in the 12 Professional Adviser Awards categories, which celebrate excellence and accomplishment in the financial services industry.

The news of the nominations comes in the same week as the official opening of the new East Midlands office in Sherwood Oaks Business Park.

The Professional Adviser Awards 2014 are taking place on Thursday 13th February at The Brewery, London.

 

‘Paraplanner of the Year’ award

Nominee, Lee Grimshaw, joined deVere United Kingdom in August this year as a Senior Paraplanner.  Thanks to his comprehensive studies into investment analysis tools and research systems, the United Kingdom arm of deVere now operates a highly efficient ‘employed’ model.

Lee has also developed a series of suitability reports that have been introduced throughout deVere’s operations in the UK, and he also arranged a training day which saw advisers from all over Europe attend.

Lee’s insightful, engaging and considered analyses help our advisers garner an even greater in-depth understanding of the major financial planning issues, and help further enable us to devise, implement and manage financial strategies with clients that will provide them with the best possible opportunity to reach their long-term financial objectives.

 

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