financial planning Archives

The top 16 most important benefits of a QROPS – (Updated)

Wednesday, 14 March, 2018 Mike CoadyFinancial News5 Comments1

Since they were introduced in 2006, the popularity of QROPS (Qualifying Recognised Overseas Pension Schemes), an HMRC-recognised overseas pension, continues, alongside SIPPs, to grow amongst expatriates and individuals considering a move overseas.

The ‘Pension Flexibility 2015’ …Read More

How much should we be saving for our children’s education?

Thursday, 22 February, 2018 Mike CoadyGeneralLeave a comment0

One of the main costs all parents should bear is educational costs. For many families, saving money for a child’s education is a must. Providing that child with the opportunity to learn and grow is …Read More

The truth about the psychology of saving and spending

Sunday, 4 February, 2018 Mike CoadyGeneral1 Comment0

As previously mentioned in my recent blog “Spenders vs. Savers: How they can meet in the middle”, I mentioned a meeting with renowned psychologist and best-selling author, Dr Peter Collett. The meeting was absolutely fascinating! We …Read More

deVere Group: The number one international financial advice brand

Thursday, 4 June, 2015 Mike CoadyGeneral, Industry NewsLeave a comment0

Founded 13 years ago in Hong Kong by chief executive, Nigel Green, deVere Group is now one of the world’s leading financial advisory organisations.

Mr Green lives and breathes financial services. After working in London for 15 years, …Read More

Spousal Bypass Trusts: Mitigating the burden of inheritance tax

Friday, 13 December, 2013 Mike CoadyFinancial NewsLeave a comment0

Inhertiance Tax (IHT) is widely regarded as the cruellest of all taxes. This is because it is a form of double taxation and because it impedes individuals having the opportunity of passing on their full …Read More

Surviving and thriving in the low interest rate environment

Wednesday, 4 December, 2013 Mike CoadyBusiness NewsLeave a comment0

When Bank of England governor Mark Carney announced in August this year that interest rates were to remain at historic lows, some championed his implementation of so-called ‘forward guidance.’

But there were others, of course, who …Read More

Broadgate Advisory acquisition gives deVere enhanced Southeast Asia footprint

Wednesday, 2 October, 2013 Mike CoadyIndustry NewsLeave a comment0

I’m excited to report that deVere has secured the acquisition of Broadgate Advisory in Thailand, giving us greater reach and a more in-depth resource in the lucrative Southeast Asia financial advisory sector.

Broadgate Investment Advisory Securities, …Read More

Judging International Adviser Awards 2013

Sunday, 22 September, 2013 Mike CoadyBusiness NewsLeave a comment0

International Adviser is well known and respected as one of the mouthpieces of the industry, so it is not at all surprising that its annual awards are regarded as a reliable indicator of who is …Read More

New technology helps deVere Spain’s clients get the best insurance package

Sunday, 8 September, 2013 Mike CoadyIndustry NewsLeave a comment0

This week has seen the introduction of ground-breaking technology that helps deVere Spain’s clients to find the best available insurance cover.

The state-of-the-art software, which was developed by top insurance and IT experts, will explore hundreds …Read More

deVere rolls out revolutionary paraplanning programme

Tuesday, 3 September, 2013 Mike CoadyIndustry NewsLeave a comment0

I’m delighted to announce that the deVere Group has recently rolled out its highly anticipated, pioneering paraplanning technology, ‘The Automated Reasons Why Letter Programme’.
This revolutionary, high-performance software, which teams from our UK technical, IT, compliance, …Read More

Jack Kerswell, deVere Group Area Manager, Basel and Bern, Switzerland

Sunday, 1 September, 2013 Mike CoadyProfilesLeave a comment0

For Jack Kerswell, the financial services industry is not so much a career as a way of life – exemplified in his rise from UK local bank branch manager to a significant leadership role within …Read More

Interview with Goldman Sachs Asset Management

Thursday, 29 August, 2013 Mike CoadyIndustry NewsLeave a comment0

Following the recent landmark deVere Group-Goldman Sachs Asset Management convention held in New York, I interviewed Aizen Kusumi, an Associate at GSAM to gain a greater understanding about the special relationship our influential global organisations …Read More

Sales Mastery 360°

Tuesday, 27 August, 2013 Mike CoadyIndustry NewsLeave a comment0

I’m pleased to announce the launch of Sales Mastery 360º, a new, weekly, live, web-based training hour in which I will share with deVere’s European advisers many of the lessons and experiences acquired throughout my …Read More

deVere Group Graduate Programme – a gateway to success

Thursday, 22 August, 2013 Mike CoadyIndustry NewsLeave a comment0

In today’s fast-changing and increasingly globalised and competitive world, it is harder than ever for graduates to make the right decision when it comes to selecting a graduate scheme.
This important life choice could – and …Read More

deVere Group’s free investment guides

Thursday, 15 August, 2013 Mike CoadyIndustry NewsLeave a comment0

The deVere Group’s global reputation for providing its existing and potential clients with an enviable, results-driven service is built on the foundation of delivering world-class, independent financial advice.
As all our clients, naturally, have different financial …Read More

Why people in the UK want to move overseas

Tuesday, 13 August, 2013 Mike CoadyGeneralLeave a comment0

The number of British citizens leaving the UK to start a new life abroad is on the rise again, according to official figures.
Recently released data from the Office for National Statistics (ONS) shows that to …Read More

deVere Spain relocates its HQ to Mijas Costa

Thursday, 25 July, 2013 Mike CoadyIndustry NewsLeave a comment0

Earlier this month (Monday 15th July), deVere Spain relocated its headquarters from Marbella to Mijas Costa – 25 kilometres east along the coast.

The primary motivation for the move came about because we felt that the …Read More

Kevin White, Head of Financial Planning, deVere United Kingdom

Thursday, 6 June, 2013 Mike CoadyProfilesLeave a comment0

An experienced and dedicated professional, Kevin White is the deVere United Kingdom’s Head of Financial Planning, a senior position with responsibility for the growth of the business and the development of long-term client relations both …Read More

Nathan Tarr, deVere Group Area Manager, Zurich, Switzerland

Thursday, 6 June, 2013 Mike CoadyProfilesLeave a comment0

Nathan Tarr exemplifies the spirit of deVere Group. His energy, intellect and drive has, in a relatively short period of time, seen him rise through the ranks to become an Area Manager of deVere Switzerland’s Zurich …Read More

Colin Eldridge, deVere Italy, Milan

Thursday, 23 May, 2013 Mike CoadyProfiles3 Comments0

Colin joined the deVere Group in October 2010, rising quickly to his senior role in deVere Italy in July 2012.

To maintain its world leading status, deVere Group invests considerable time and energy in recognising and …Read More

Mitch Hopkinson deVere United Kingdom, Head of East Midlands

Monday, 6 May, 2013 Mike CoadyProfilesLeave a comment0

Mitch Hopkinson joined deVere United Kingdom, part of the world’s leading independent financial consultancy in 2012.

His remit is to help build on the strengths of deVere and maintain its leadership position in the UK through …Read More

Leadership with vision – the key to outstanding profit success

One of the key ways it delivers the latest thinking on the …Read More

Time for expansion at Swiss Global Group Thursday, 22 March, 2018
Mike Coady joins Swiss Global Group as Global Sales Director Thursday, 22 March, 2018
The top 16 most important benefits of a QROPS – (Updated) Wednesday, 14 March, 2018

“During the two years I worked with Mike in the UK he was a truly inspirational leader always supporting his staff when needed. I learnt a great deal from Mike in terms of his work ethic and professionalism. I would recommend anyone to work with Mike.” Lee Adams, Independent Specialist – deVere Mortgages – https://www.linkedin.com/in/independentmortgages/ - Lee Adams, Independent Specialist – deVere Mortgages

“Mike is a proven builder of businesses exemplified by his time in the Middle East. His experience there will stand him in good stead to build another successful business in Europe. I have every confidence in his ability, passion and drive.” Bob Pain, CEO – Cadel Consulting Limited – https://www.linkedin.com/in/bob-pain-7424741/ - Bob Pain, CEO – Cadel Consulting Limited

“As an advisor here in Western Europe, I have known Mike Coady and worked with him since my first day in the company and found his help and training invaluable as I have progressed in my career. I am constantly pushed to learn and improve by the challenges and opportunities that my work, my clients […] - Edward Mainwaring-Burton, International Financial Adviser – Blacktower Financial Management

“Mike’s the nuts.” Christopher Moxon, Senior Associate – Holborn – https://www.linkedin.com/in/christopher-moxon-1a52b315/ - Christopher Moxon, Senior Associate – Holborn

“It’s been my privilege to work with Mike at Guardian for the last year. A well respected leader and excellent speaker who draws from experience, lives in the future and acts in the now. His raw experience and expertise in the industry has had a significant impact on the rapid development of the company and […] - William Burrows, Senior Financial Planner – Guardian Wealth Management

“I worked for Mike in his team in Dubai. Mike is a highly talented Manager, Diligent and Proactive and was well respected by his team for being the No.1 performer in the region. I have found Mike to possess the highest level of enthusiasm and confidence and he is someone with an ability to charge […] - Paras Gosrani, Principal Consultant – Horizon International

“I had the pleasure of working with Mike for over a year. Mike’s energy and passion is unmatched. He will take your performance to the next level, both in terms of your production and personally. He challenges and inspires you, and what I learnt from him during that time, will stay with me for the […] - Jack Ellice, Family Wealth Manager – deVere United Kingdom

“Mike is responsible for the development of DeVere Group’s offices in Western Europe. He is a very dynamic and focussed individual who is passionate about getting the best outcomes for his clients and advisers alike. Mike has ambitious plans for his region and I have no doubt that he will acheive them. In the 2 […] - David Matthews, Head of Region Europe – Old Mutual International

“Mike is inspirational and a great motivator. I was a guest at his recent sales conference in Marbella and was impressed not only by his energy, charisma and focus, but by his all important attention to detail. His sales team is growing rapidly and I can see why” Robin Fielder, CEO, Leadership Development Ltd - Robin Fielder, CEO, Leadership Development Ltd

“At the core of the business Mike. The training and support that I have had from Mike has been instrumental to my success. Without question he is the cement that holds the Western Europe region together. He has a truly positive outlook on every scenario, and if you believe in him and his methodology, the […] - Tim Hinchliffe, Director – Aiglon Wealth Management

“Mike was one of my key clients from 2007 until 2010 while he was the Regional Manager of Europe for deVere and Partners. Mike is a complete professional, and is very well respected both by his colleagues and by his business partners. It was a pleasure working with him, and I wish him all the […] - James Weston, Head of International Advisory – GAM

“I have worked with Mike over the past 15 months and through his direction and leadership have developed my knowledge and experience in the Industry. His motivation and enthusiasm are unbound and have just spent 2 days in a Sales conference which he lead. His passion for the Company and its successful growth are infectious […] - Quentin Sellar, International Financial Adviser – Blacktower Financial Management

“Without any doubt Mike is a very inspirational, dedicated and driven person.He is a true leader and expects nothing but excellence and perfection from everyone he manages . He is a visionary and has a powerful ability to communicate his vision and to inspire us into perfection and excellence for every single client. He is […] - Daragh Summerfield, Head of Europe – Elliot Lloyd International Limited

“Mike regularly produces creative, original ideas, plans, products or methods, well attuned to the needs and capabilities of the organisation, and producing clear benefits. He is a superb leader, who instinctively reads a situation correctly, understands the motivations and feelings of the other people and chooses the right time to proceed or withdraw in aspect […] - James Stanton, Co-Founder – Bluestone Currency

“Mike, has proved time and time again, what an excellent manager he is. With innovative training and forward think and planning, he has taken Western Europe and myself to another level. Words cannot explain Mike, but his actions and results do. A pleasure to work with him/for him on all fronts.” Paul Howard, International Financial […] - Paul Howard, International Financial Adviser – Blacktower Financial Management

“I have worked alongside Mike at deVere. I have always found him to be professional, courteous and extremely knowledgeable. Supportive and encouraging at all times, with a particular focus on developing those around him. Looking for the win/win in all situations, whether dealing with colleagues or clients. I would have no hesitation in recommending Mike.” […] - Oliver Dax, Managing Director – Monkey’s Paw Consultancy Ltd

“I met Mike recently when I was invited to talk at a convention for the consultants in Western Europe. I was very impressed by the organisation of the event and by Mike’s engaging manner, his infectious enthusiasm and his obvious leadership skills. I was billed to speak straight after Mike. He gave such an inspiring […] - Peter Collett, Managing Director – Collett Research

“Mike is an extremely experienced and well respected senior manager in the European & Middle East Wealth Management Industry. As a service provider to Mike, I have always been impressed with his professionalism and attention to detail that has enabled him to build one of the largest and most successful Wealth Managers in Europe.” Bill Tatham, […] - Bill Tatham, Executive Manager – deVere Group

“Having worked with Mike in the Middle East for several years, I built up a strong respect for his consistency, commitment and attention to detail. He exhibited excellent leadership skills and a proactive approach to developing those people who reported to him. This has resulted in his well-deserved growth and development within the deVere Group […] - Austin Blair, CEO – Providence Life

“Since joining the company I have received a level and quality of training and support from without doubt the best and brightest in the industry; our European Director, Mike Coady, an inspirational and true professional who has always lead from the front with relentless passion and determination. Combined with his immense knowledge of the financial […] - John Mendy, Associate – JP Morgan

“I have known Mike for almost three years and have always found him to be a knowledgeable, enthusiastic and highly motivated colleague who is clearly able bring the best from his regional management team.” Frank Capron, Senior Compliance Professional – Panenka Consulting – https://www.linkedin.com/in/frank-capron-mica-b4210920/ - Frank Capron, Senior Compliance Professional – Panenka Consulting

“Mike Coady is a highly proficient Sales and Financial Regional Director. When you work with Mike you immediately notice that he is a very amiable, self-motivated and energetic person. He is an excellent team leader and his motivation helps to constantly increase Western Europe’s financial success and also supports Western Europe’s offices to constantly keep […] - Andrew Chalklin, Head of Training – deVere Group

“I spent time working with Mike in 2017 and found him to be a pleasure to work alongside. He understands his industry exceptionally well and is always looking for ways to drive the business forward. Mike had a huge capacity for work, undertaking many new projects at one time, and was always available for advice […] - Andrew Derrick, Senior Financial Planner – Guardian Wealth Management

“Some people are born to lead and Mike is one of those. Motivational, inspiring, incredibly driven and passionate about what he does and very knowledgeable in the finance world. Where he goes you follow and you’d better keep up if you want to be on the ride of a lifetime.” Chris Burke, Partner – Spectrum […] - Chris Burke, Partner – Spectrum IFA Group

“Mike showed many great qualities over the 3 years we worked together, he is an expert in our industry with exceptional leadership skills, always ensuring that everyone who reported to him was highly motivated. Mike leads from the front and is always bringing new ideas to the table.” Alex Herbert, Senior Partner – Holborn – https://www.linkedin.com/in/alexherbertpws/ - Alex Herbert, Senior Partner – Holborn

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