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What Their Customers Are Saying ?

Carrick Wealth - Lou, Johannesburg South Africa

Carrick Wealth
I wanted to say thank you to for making this journey of financial planning so easy and efficient. I have tried in the past to consolidate, to take time out to think about what I need, to plan and to execute that plan – BUT - life always got in the way (ironic since it’s the demise of it that we are trying to plan for!) Various companies in the past have tried to provide a planning service - the difference here is that you made it SO very easy... Read more

Carrick Wealth - Keith, Cape Town South Africa

Carrick Wealth
I work at a local Hotel as the Food and Beverage room service supervisor earning around R7 000.00 per month. Carrick Wealth contacted me with regards my frozen UK pension. To be honest I didn’t think I’d even have a pension given that my time in the UK goes all the way back to the 70’s! Carrick facilitated the entire process – from tracking it down, to getting an up-to-date valuation and then creating a tailor made solution for my personal... Read more
Carrick Wealth denying claims of illegal advice and being under investigation
Carrick Wealth denying claims of illegal advice and being under investigation
Dear Mr McNair, Herewith please find attached the official response from the FSB, dated September 3, 2014. As you can clearly see, the FSB confirms that it “could not find any evidence to support the allegations made by the complainant (Mr Karl Edwards)” There is a...
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#665602
Carrick Wealth's reply to:

Dear Anonymous There are several issues in your post which need to be addressed. The allegations of the arrests and charges against Mike Fannin are unfounded and are not the subject of any ongoing legal action. We would request that any information that you may have in...
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#646237
Carrick Wealth's reply to:

Dear Anonymous You mention in your post that you would be “happy to disclose” the relevant information so as to substantiate your claim. As you have posted this response under the banner or Carrick Wealth, we would request such information so as to investigate it...
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Bloubergstrand, Western Cape
#615603
Carrick Wealth's reply to:

Dear Anonymous Being a registered and regulated in South Africa means that Carrick is bound by not only the regulations that pertain to the financial services industry, but also the laws of the country. South African law dictates that no foreign national may be...
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Johannesburg South, Gauteng
#596812
Carrick Wealth's reply to:

Dear Anonymous While it is true that employment in our organization (and the Financial Services industry) in general offers a challenging environment and good remuneration in the form of commissions, there are also no guarantees or that each individual employed will be...
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#592154
Carrick Wealth's reply to:

Dear Anonymous The Financial Services industry in South Africa is highly regulated and as such, Carrick falls within the scope and ambit of the FAIS Act. Amongst other requirements, the Act calls for advisors to meet certain standards and criteria and meet the...
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#572432
Carrick Wealth's reply to:

Dear Anonymous Whilst it is our intention to foster and grow long term relationships, not only with our clients, but also with our staff, we recognize that this is not always possible and that from time to time there will be differences of opinion. We wish you every...
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Green Point, Western Cape
#569786
Carrick Wealth's reply to:

Dear Anonymous Firstly an apology if you feel that you have been harassed or treated unprofessionally. We certainly do not take these allegations lightly and investigate each of them that are brought to our attention. Carrick Wealth is by no means unique with regards...
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#568968
Carrick Wealth's reply to:

Dear Anonymous I am writing this in my personal capacity as Group Managing Director for Carrick Financial Services (Pty) Ltd – “Carrick”. Firstly, I left my ex-employment after 10 years of service and have since been bombarded with threats both legal and other relating...
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#554282

Contact Carrick Wealth

Mailing Address:
Carrick House, The Forum, North Bank Lane, North Bank Lane, Century City
Cape Town, RSA 7441
Phone:
+2 721 201 1000
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Carrick Wealth's reply to:

Dear Ksab We value and appreciate your comments and feedback. Well established and reputable product providers and partners are a critical component to the success of a business such as ours and allow us to offer our clients the best possible solutions to their needs....
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#554110