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 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.
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Asset Wealth Management

Mike CoadyWealth Management DubaiAsset Wealth Management

Asset Wealth Management
Invest in your future today.

Managing your assets today will help set you up for a prosperous future. Asset wealth management provides investment performance to help you plan for your retirement or long-term financial goals. From stocks and bonds to exchange-traded funds, Mike can review and manage all your investments to make sure they’re working for you.

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How can Mike help you with your asset wealth management?

Mike Coady is an award-winning money coach and expert wealth management adviser. As an independent mentor with over 25 years’ experience, he can help you get the most out of your assets to reach your financial goals.

Mike can help with asset allocation. He can also help you choose how to divide your investable assets, identifying what percentage of your portfolio should be growth products, such as stocks, and what percentage should be fixed-income products, like bonds.

Qualified to UK standards, Mike Coady specialises in providing advice to both British and global expats living in the GCC. Based in Dubai, he can provide the right investment advice for you.

Is asset advice bespoke?

Bringing clarity to your financial portfolio, Mike offers tailored advice to suit your circumstances and preferences. Taking your risk tolerance into account, Mike can package your assets accordingly and make sure you understand what each product involves.

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WEALTH MANAGEMENT ADVICE

Corporate Wealth Management

Corporate wealth management can protect the financial interests of your business and offers a strong foundation to help you grow responsibly. From advising on shareholder protection to ensuring you’re investing money appropriately, Mike Coady can help.

Private Wealth Management

Private wealth management helps to keep your finances working to your best interests. Implementing a strategy for your personal finances is key to your financial success. Having an expert by your side ensures you make the right decisions at the right time.

 International Wealth Management

International Wealth Management

Whether you are just starting your expat journey or preparing to head back home, having guidance from a financial expert will help ensure your finances are sufficiently organised for your transition overseas.

Book your 30 minute Discovery Meeting with Mike today.

  • Discuss any short-term money worries that you may have
  • Discuss your current investments and insurances
  • Increase your current investment performances
  • Reduce your current advice fees
  • Receive the right advice tailored to your financial journey

Why Choose Mike Coady?

  • Industry leader in the financial sector 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
wealth management Dubai advisor

Client Testimonials

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 come up with the best possible portfolio managing your risk and return expectations. I would recommend Mike Coady 100%.

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 assurance perspective. Mike’s support team are also excellent to deal with and handle all the establishment paperwork effortlessly and provide the monthly portfolio statements immediately. I am very satisfied with my decision to have Mike manage my investments.

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 always make sure that I receive regular portfolio updates which help me stay on top of progress & performance. I’m really happy to recommend Mike.

Craig

RAKBANK

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Frequently Asked Questions

Is asset management the same as wealth management?

Asset management is a branch of wealth management. It deals specifically with your assets, whereas general wealth management will also help you manage your savings, investments, pensions, etc.

Is asset management worth it?

If you already have a lot of assets in place, Mike can review how they’re currently performing and whether the money could be better distributed. Mike can also review your assets as your goals change. If you’re considering investing a large percentage of your money, you should get professional advice. An asset manager can bring clarity to your options and ensure you’re 100% confident with your choices.

Is asset management for high net worth individuals or for businesses?

Asset management is suitable for both individuals and firms.

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