Fiduciary Advice

If you want to set yourself up for many years of financial prosperity, selecting a financial advisor with fiduciary experience is a great place to start. You need someone you can trust implicitly, someone who you know has your best interests at heart. Here, that person is Mike Coady.

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What Can Fiduciary Services Do For Me?

As a qualified and experienced fiduciary financial adviser, Mike Coady will put himself in your shoes and understand your precise financial goals. Drawing upon his 25 years’ experience (and counting) in financial planning, he will act on your behalf to help you achieve them.

Based in Dubai, Mike has over two decades of experience in the sector, having originally trained in the UK. The knowledge and qualifications he’s accrued in this time have equipped him with the tools to serve clients across the UAE with varied requirements, and he does so on a regular basis.

Why Are Fiduciary Financial Services Important?

Mike’s UAE fiduciary services will leave you free to focus on enjoying life – all without the worry of managing your investments.

With Mike by your side, you’ll have the freedom to enjoy the fruits of your labour without having to think about the associated financial management burden. He will act in your best interest, drawing on his 25 years of experience to make your money go further.

Located in Dubai, Abu Dhabi or any of the surrounding emirates? Join the growing number of businesses and individuals who’ve benefited from Mike Coady’s award-winning Dubai wealth management expertise today.

Mike has written a range of FREE guides to advise on a variety of topics

Free Guide

Fiduciary Services in Saudi Arabia

Company Formation

Registering a business can have so many complications due to all the regulations and requirements to be complied with before and after the registration. We are here to provide the consultation for a smoother flow, allowing you to avoid the stress of starting up your own company.

Trust Creation

Many families are keen to set an arrangement to hold and manage their wealth for the benefit of their heirs. This service has been useful for succession planning, particularly for those who seek an overall strategy in asset protection and disposal of estate.

Employee Benefit Trusts

Companies that genuinely care for their employees are concerned about securing their future retirement funds. By institutionalising the investment strategy, the employer-employee relationship is then strengthened, whilst both of their contributions are held in a trust.

Estate Planning

Whether you are a business owner, individual or have a family to think about, you want to guarantee that your estate is handled and protected in accordance with your directives and wishes. A concrete estate plan will ensure that your long-term investments, property and tangible assets are protected and, more importantly, distributed carefully to your beneficiaries.

Wills

Do not die intestate: as soon as you start to build assets, you should have a will put in place. Making sure your assets, wealth and estate go to those you want is simple and doesn’t have to be expensive. Planning and being ahead of life’s surprises is important, so let us help you put a plan in place and protect those you love the most.

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Guardianship

Protecting your children during what could be one of the most difficult times of their lives is essential. It isn’t just the financial side you need to think about, it’s the emotional journey they will go through. Making sure your children have strong support systems around them is simply the right thing to do.

Who are Mike Coady’s Services for?

Mike Coady’s expat financial advice is designed for senior professionals, families and businesses based in the UAE and other GCC regions.

Why Choose Mike Coady?

  • Industry leader and expat expert in Dubai
  • Award-winning money coach
  • Qualified to UK Financial Conduct Authority (FCA) standards
  • Member of the Chartered Insurance Institute
  • 25-year track record of success in the financial services sector
  • Over 100 5-star client reviews
  • Featured as a highly qualified Financial Adviser

Other Services

Retirement

Get your retirement plans in order sooner and make your finances work for your long-term goals.

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Property

From expat mortgages to buying property abroad or in the UK, Mike Coady can help you manage the financial aspects of property sales and purchases.

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Insurance

Insurance gives you peace of mind and helps you plan for the unexpected. From life and mortgage policies to income protection, Mike Coady can discuss your options.

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Other Services

Retirement

Get your retirement plans in order sooner and make your finances work for your long-term goals.

READ MORE

Property

From expat mortgages to buying property abroad or in the UK, Mike Coady can help you manage the financial aspects of property sales and purchases.

READ MORE

Insurance

Insurance gives you peace of mind and helps you plan for the unexpected. From life and mortgage policies to income protection, Mike Coady can discuss your options.

READ MORE

What Our Clients Have To Say About Us

My experience with Mike is excellent. When you invest, first thing you look for is trust. Second thing is good advice. I can say it took very little to build that trust with Mike, and his advice is always full of common sense, looking for diversification and a level of risk that adjusts to my profile. Worth to mention is his constant search for new ideas and different approaches in order to…
AG
ADIDAS
Mike engages extensively with me to understand my investment objectives and my investment risk appetite to structure my investment portfolio. My experience of dealing with Mike has been excellent with on-going engagement from Mike for investment updates and indeed to understand if there are any changes in life that need to be considered from an investment and…
RAY
GE CAPITAL AVIATION SERVICES
I find Mike extremely easy to talk to, someone, who delivers on his promises and makes sure that effective communication is at the heart of our relationship. As a result of his advice, my portfolio is on track. I have already shared Mike’s details with several of my friends who have all equally found his advice & guidance invaluable. Mike is supported by a great team who…
CRAIG
RAKBANK
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Schedule a call with Mike, your financial expert, today.

    What is a Discovery Meeting?

    Conducted over Zoom, our Discovery Meetings are 30-minute initial consultations. These meetings give Mike a chance to learn about your financial goals and give you the opportunity to ask questions. By the end of the meeting, Mike will have a good idea of how he can help and what’s required, so he can begin working closely with you to achieve your goals.

    What does fiduciary mean?

    With fiduciary financial services, instead of just providing advice, the financial professional acts on your behalf to help you meet your goals. By law, they must have your best interests at heart and do what they feel is right for you.

    Is your Dubai fiduciary service aimed more at individuals or businesses?

    Both – Mike Coady regularly works with individuals, families and business owners across the UAE, providing tailored financial advice and fiduciary services.

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