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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Experience

Mike CoadyExperience

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 Chief Executive Officer at swissglobal. Click the button below and see what others are saying about Mike.

What Others Say
Experience Overall rating: 5 out of 5 based on 110 reviews.
Mike Sitting Down Shot