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.

Retirement Portfolio Service

Mike CoadyRetirement Portfolio Service

Helping you towards your goals

Expat Pension Advice

Expat Pensions

Our retirement portfolio services are here to guide you on how to be more mobile with your pension and investment accounts, whether you decide to retire in your home country or anywhere else in the world.


Pension Transfer

British expats with a UK pension can both face financial risks and benefits from tax implications. When considering an international pension pot, you need to be careful in choosing an expat expert.

Gratuity Liability

Gratuity Scheme

Enabling your employees to properly plan their retirement and enjoy their en-of-service benefits are the best practices the expatriate population working in your company to get the most of their company scheme.



Take extreme care to plan across a wide range of options to suit your circumstances, objectives, timeline and risk appetite. Protect your pension pot with a ´double taxation treaty´ and by means of protecting your funds, you are also securing a tax efficient scheme for your beneficiary´s inheritance.



As an expat looking for an effective retirement planning tool that allows alternative investment options such as cash and assets which may also be shielded from inheritance tax. Learn more about our retirement portfolio services.



Do you want more flexibility and diversity in taking control of your pension? There is a way to wrap up your investments until you retire, manage your funds and efficiently draw your retirement income. The freedom that other mainstream options SIPP offers you can outweigh. Contact Mike, a financial advisor, to learn more about retirement portfolio services.

retirement investment

Retirement Investment

Having long term investments for your future is a good decision. It is all about saving a small amount over a long period of time. This could be investments into savings plans, long term investments or even into real estate. Whatever the investment path you choose, it is better than leaving it a few more years.

saving future

Saving for the Future

Retirement planning isn’t just about choosing when you stop working, it is choosing lifestyle location, hobbies, holidays, and more, and all of these things come at a cost. Saving for your future, ensuring you have everything in place is a good start to financial freedom. You should enjoy your retirement days, without having to penny pinch and worry about that bank balance. Start saving for your future and the future you will thank you for it!

retirement calculation

Retirement Calculation

We know that we need to save for retirement one day, but we don’t really know when or how much. Knowing these numbers, starting earlier, and being prepared can save you a lot of financial stress. We can help you understand what you need, when you need to start and how you budget for this by using our retirement calculators and analysis tools.

Find Out More About Retirement

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