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 a well known Independent Financial Adviser and Money Coach. Qualified to UK Financial Conduct Authority (FCA) standards, a member of the Chartered Insurance Institute, a Founding Fellow of the Institute of Sales Professionals (FF.ISP), a Fellow of the Institute of Directors (FIoD) and featured as a highly qualified Financial Adviser in Which Financial Adviser.

Rebekah Roe

Mike CoadyRebekah Roe

Rebekah Roe


We take our client proposition and journey extremely important and have therefore implemented key areas around transparency, approachable access, online features, personalised support team, and many more.

Our clients know who and how to reach us at any time. This is super important to us as it encourages trust and reliability with their financial wellbeing relationships.

Rebekah has worked with me for over 6 years in Spain, UK and Dubai, and is responsible in ensuring the process to its entirety is simply flawless, and is continuously training & developing the teams whilst maintaining the highest of standards.

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