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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Repatriation

Mike CoadyRepatriation

Helping you towards your goals

tax services

TAX SERVICES

Heading back home is a stressful time for any family, as there is so much to do! Worrying about your tax bill when you return just makes matters 10 times worse. Having a specialist help you plan will prevent any surprises upon your repatriation. Nobody likes a surprise knock at the door by the tax man!

investment

INVESTMENT

Whilst your investments shouldn’t stop when you head home, they should definitely be looked at by a professional to ensure they are structured in a compliant and efficiency way. Heading back without specialist help could have a huge impact on your investments to date. So don’t let this happen, and get advice!

ongoing advice

ONGOING ADVICE

Wherever you are in the world, you need to have specialist advice. Whilst this may not be the same adviser you have worked with before, you definitely need a competent, recommended adviser to continue working alongside you for the remaining financial goals you may have in place. Ongoing advice is just as important, if not more, than the initial advice!

banking

BANKING

Whom to bank with upon your return…? Taking advice from an expert, getting the best package and ultimately understanding how to use your bank account is vital. We can help you with this process, if you don’t already have a bank account in your home country, but if you do you need to make sure it suits you and your future requirements.

currency exchange

CURRENCY EXCHANGE

We all know airports are the worst places to change money, but banks don’t fall far behind. Opening a currency account is without doubt a very smart move and will ensure you get the best rate every time. Let us get you set up so that you can start moving money to ensure you are well- prepared.

estate banking

DOMESTIC ALLOWANCE

Building…

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