Without doubt it is Mike’s accomplished 20-year background in an in-depth knowledge of the financial services sector, plus his global expatriate lifestyle, which have led him to become one of the most in-demand commentators on financial planning matters.
A highly-regarded opinion-former, he is a frequent contributor to the likes of The Financial Times, The Telegraph, CNBC, news agencies including Reuters, as well as industry publications such as International Adviser and International Investment.
On a personal level, Mike is an RDR Level 4 UK qualified and experienced IFA and has also been awarded his Fellowship by the Institute of Director’s (FloD).
Although experienced and qualified to UK standards of financial planning, due to his award-winning dealings with high-net-worth individuals and expats, much of Mike’s work focuses around retirement planning, children’s education and college fee funding, pensions, portfolio and asset management, protection and insurance planning and wealth preservation on death.
Mike has held senior positions for Guardian Wealth Management, Workplace Solutions, deVere Group, M2 Financial (Towergate) and Barclays Wealth. He has also worked for other finance brands including Woolwich Independent Financial Advisory Services and Prudential Assurance.
Mike is the Performance Director at Coady Performance Group, and Group Managing Director at Swiss Global Group.
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- Mike Coady appointed as Group Managing Director at Swiss Global Wednesday, 6 June, 2018
- Time for expansion at Swiss Global Group Thursday, 22 March, 2018
- Mike Coady joins Swiss Global Group as Global Sales Director Thursday, 22 March, 2018