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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Kevin White, Head of Financial Planning, deVere United Kingdom

Mike CoadyProfiles Kevin White, Head of Financial Planning, deVere United Kingdom
Kevin White, Head of Financial Planning, deVere United Kingdom

Kevin White, Head of Financial Planning, deVere United Kingdom

An experienced and dedicated professional, Kevin White is the deVere United Kingdom’s Head of Financial Planning, a senior position with responsibility for the growth of the business and the development of long-term client relations both at home and abroad.

Kevin has been in the financial services sector since the age of 18, starting in 1998 as part of a fast track management programme for Cheltenham & Gloucester Building Society.  From there he gained invaluable experience through many large financial organisations in the UK and Zurich, Switzerland.

Joining the deVere Group in 2008, he swiftly progressed to the position of Area Manager of the Private Client Division before setting up and maintaining the highly successful deVere graduate programme in Knightsbridge, London prior to moving the team to Barcelona, Spain.

In 2011 Kevin returned to deVere United Kingdom to help the company develop and grow in the run-up to, and during, the implementation of the UK’s Retail Distribution Review, whilst simultaneously ensuring his team continued to provide clients a holistic, ‘life-cycle’ approach to protection, pension planning and wealth management planning.

Kevin’s financial specialities include deVere’s unique Expatriation and Repatriation proposition which caters for the individual needs of clients either living in the UK who will be moving abroad, or overseas clients relocating back to the UK.

He is a member of the Personal Financial Society and a holder of a Chartered Insurance Institute’s Diploma in Financial Planning together with qualifications in International Wealth Management, Mortgage Advice and Equity Release. You may also recognise Kevin from his many television and radio appearances on behalf of deVere.  These include BBC News, Sky News and BBC Radio 4, amongst many others.  He’s also represented deVere United Kingdom in the national press, including The Daily Telegraph, The Independent and The Sunday Times.

Kevin is committed to the financial welfare of his clients, advising on pension and retirement planning including QROPS and QNUPS as well as mortgages, education fees and wealth management.

He says: “The deVere Group is the world’s leading independent financial consultancy.  As the firm’s Head of Financial Planning in the UK it is my duty to put clients in the best possible position to meet, even exceed, their financial goals.”

Away from work, Kevin is an all-round sports fan, enjoying cricket, golf, boxing and football as a Liverpool supporter.

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