MIKE COADY

Growth Expert | Business Excellence | People Transformation
Mike Coady was appointed Chief Executive Officer of swissglobal in 2018, a position to which he brings a strong financial background and experience across a variety of roles. Mike is a skilled business strategy and growth leader, coach and motivator. He is a people’s person known for his ability to inspire teams towards excellence. He mentors his people and departments to transform their passion into outstanding results and long-lasting relationships with their clients.
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Workplace Solutions appoints new Head of Wealth Management – Maxine McIntyre

Mike CoadyIndustry News Workplace Solutions appoints new Head of Wealth Management – Maxine McIntyre

Workplace Solutions appoints new Head of Wealth Management – Maxine McIntyre

I’m extremely pleased to confirm that Maxine McIntyre has joined Workplace Solutions as Head of Wealth Management.

Maxine joins Workplace Solutions, part of deVere Group, one of the world’s leading independent financial advisory organisations, from Close Brothers Asset Management, where her role was Head of Proposition within the Corporate Division.

Speaking of the appointment, Managing Director of Workplace Solutions Simon Chrystal says: “This appointment is a real coup for our business. Maxine is one of the very best advisers in the industry and will appreciably strengthen our leadership team, proposition and market presence.”

Since its launch in January this year, Workplace Solutions, which provides expert advice to current and former employees of corporations in order to help them reach their long-term financial goals, has secured major contracts with numerous multinational corporations.  As such, Maxine’s role will include meetings with current and former high net worth employees of such organisations to determine how best to achieve and exceed their financial ambitions.

Due to the ongoing changes to pension legislation, we are now experiencing a shift in traditional retirement planning, so Maxine’s expertise will be instrumental in assisting clients to manage these changes, such as recent modifications to the lifetime allowance and the pensions landscape, and circumvent the difficulties whilst making the most of available opportunities.

Maxine says of her new role within Workplace Solutions Ltd: “Having chosen to exit Close Brothers, choosing a new role which allowed me to fulfil my ambitions was critical.

“I am joining a young company experiencing expediential growth which is incredibly exciting, but what really attracted me to this role is the intention of the team to completely rewrite the way our industry provides services and advice to clients, something long overdue in the financial services industry.  I will, my team will, play a major role in achieving this objective.”

Workplace Solutions focuses on a different, refreshing approach to meet clients’ requirements and expectations as a result of the aforementioned pensions changes, and thanks to the dedication, resources and global reach of deVere Group, Workplace Solutions not only offers advice to clients in the UK, but also individuals living and residing overseas.

Congratulations Maxine, I wish you every success in your new role!

 

Click here for more information on Workplace Solutions.

 

Click here for my LinkedIn profile and Twitter account.

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