Throughout his career, Mike has helped businesses create winning stories with customers at the very heart. In addition to this financial and business acumen, Mike is a people’s person known for this ability to inspire teams towards excellence.

Experience & Milestones

Mike has a 25-year track record of success in the financial services sector, where he has helped firms strategise for success, driven business development from the front lines, and crafted organisational transformations for enduring growth during straitened economic times.

His hands-on experience, ability to empower businesses towards success, and ability for communicating powerful ideas in simple words have placed him in high demand as a commentator on organisational transformation, digitalisation, and matters of financial advisory.

In his role as commentator, Mike frequently appears in industry publications. He can be found quoted in the Financial Times, the Telegraph and news agencies such as Reuters. He also regularly pens industry news and analytical pieces for top-tier print and online publications. Mike is also highlighted on highly recognised Which Financial Adviser.

Mike’s words are backed by his global experience with some of the most exciting brands in the financial advisory world. He currently serves as Director of the Coady Performance Group, a brand of training, development, talent placement, marketing and brand, any many more.

In addition to his executive roles, Mike is active as an angel investor and mentor helping promising ideas get off the ground. He is also in demand by businesses seeking his expertise in defining and implementing performance strategies.

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. He is 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.

He has previously served in senior leadership & executive roles for Guardian Wealth Management, Workplace SolutionsdeVere GroupM2 Financial (Towergate) and Barclays Wealth, as well as with brands such as Woolwich Independent Financial Advisory Services and Prudential Assurance.