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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Fiduciary

Mike CoadyFiduciary

Helping you towards your goals

company formation

COMPANY FORMATION

Registering a business can have so many complications due to all the regulations and requirements to be complied with before and after the registration. We are here to provide the consultation for a smoother flow and avoid the stress in starting up your own company.

trust

TRUST CREATION

Families nowadays are keen to set an arrangement to hold and manage their wealth for the benefit of their heirs. This service has been useful for succession planning particularly for those who seek an overall strategy in asset protection and disposal of estate.

employee trusts

EMPLOYEE BENEFIT TRUSTS

A company who has a genuine care for its employees are concerned about securing their employees’ future retirement funds. By institutionalizing the investment strategy, the employer-employee relationship are then strengthened whilst both of their contributions are held in a trust.

estate planning

ESTATE PLANNING

Ensuring one’s estate delivers benefits beyond retirement. Whether you are a business owner, family or individual, it’s certain that you want to guarantee that your estate is handled and protected in accordance with your directives and wishes. A concrete estate plan will ensure that your long-term investments, property and tangible assets are protected but more importantly distributed carefully to your beneficiaries

wills

WILLS

Do not die intestate! As soon as you start to build assets, you should have a Will put in place for you. Making sure your assets, wealth and estate go to those you want is simple and doesn’t have to be expensive. Planning and being ahead of life’s surprises is important, so let us help you put a plan in place and protect those you love the most!

guardianship

GUARDIANSHIP

Protecting your children in what could be one of the most difficult times of their lives is essential. It isn’t just the financial side you need to think about, it’s the emotional journey they will go through. Making sure your children have strong support systems around them should this happen to you is simply the right thing to do.

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