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.

Investment Planning

Investment Planning

Whatever your financial goals are, there’s usually more than one way to achieve them. The key lies in identifying the most appropriate of those – the one that’s going to deliver sustained results in the long-term. Whatever you’re looking to achieve during your life as an expat, Mike Coady can help you identify the best way of getting there. Book your investment planning Discovery Meeting today to get started.

Book A Discovery Meeting
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What can Investment Planning do for me?

If you’ve got a savings goal in mind but aren’t sure how to achieve it through investing, Mike’s expertise will prove invaluable. Working closely with you to understand your goals, preferences and requirements, he can formulate a tailored investment strategy for you – a clear path to help you get where you want to go. With over a quarter of a century of financial planning experience, Mike’s award-winning advice has helped hundreds of individuals and families get on the right track – and stay there.

Why is Investment Planning Important?

The world of investments is a complex and ever-changing one. Navigating it safely requires experience and up-to-date knowledge. By working with Mike and planning ahead, you’ll not only gain a much clearer understanding of timelines and what’s realistically achievable for you, but learn how to make your goals a reality. And if things don’t pan out as you expect, you’ll always have a ‘plan B’ to fall back on.

Book A 30 Minute Discovery Meeting With Mike


Wealth Management Advice

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Wealth Management

Expat life can be full of unexpected bumps in the road. Whatever life in the UAE has in store for you, you’ll be prepared with Mike Coady’s expert advice.

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Tax Optimisation

It’s possible to use tax to your advantage in a multitude of ways while still remaining compliant. Mike can show you how, helping you structure your finances in the most tax-efficient way.

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From group life insurance and savings schemes to corporate investment planning, insurance and much more, Mike can advise on all manner of corporate finance questions.

Who are Mike’s Investment Planning Services Suitable for?

Mike’s services are suitable for any individuals or families who have emigrated to the UAE, be it from the UK or any other part of the world. No matter where you’re at in your expat journey, his tailored advice can help you make a success of your life abroad. Book a Discovery Meeting today to find out more.

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
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Mike’s Money Tips

Frequently Asked Questions

Do you work with businesses as well as individuals?

Absolutely. Mike regularly offers investment advice to businesses in Dubai and elsewhere in the UAE. Learn more about his corporate services.

Can you advise on my existing investments?

Yes – before planning any future investments, it’s always a good idea to take a closer look at the ones you have currently. If Mike feels your money could perform better elsewhere, he can offer alternatives that suit you

How does your investment planning service work?

Working with Mike couldn’t be simpler. Your sessions begin with a free initial call – a Discovery Meeting. This informal 30-minute call provides the perfect introduction to Mike and what he can do for you. From then on, you’ll be able to book further appointments to help make your goals a reality.

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