Financial Services

My experience with Mike is excellent. When you invest, first thing you look for is trust. Second thing is good advice. I can say it took very little to build that trust with Mike, and his advice is always full of common sense, looking for diversification and a level of risk that adjusts to my profile. Worth to mention is his constant search for new ideas and different approaches in order to come up with the best possible portfolio managing your risk and return expectations. I would recommend Mike Coady 100%.

Mike engages extensively with me to understand my investment objectives and my investment risk appetite to structure my investment portfolio. My experience of dealing with Mike has been excellent with on-going engagement from Mike for investment updates and indeed to understand if there are any changes in life that need to be considered from an investment and assurance perspective. Mike’s support team are also excellent to deal with and handle all the establishment paperwork effortlessly and provide the monthly portfolio statements immediately. I am very satisfied with my decision to have Mike manage my investments.

I find Mike extremely easy to talk to, someone, who delivers on his promises and makes sure that effective communication is at the heart of our relationship. As a result of his advice, my portfolio is on track. I have already shared Mike’s details with several of my friends who have all equally found his advice & guidance invaluable. Mike is supported by a great team who always make sure that I receive regular portfolio updates which help me stay on top of progress & performance. I’m really happy to recommend Mike.