Carrick Wealth - Keith, Cape Town South Africa
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 situation.
To say that I was surprised to discover the value of the pension (that I had no idea even existed) I was entitled to, is a massive understatement! The lump sum payment I am entitled to has allowed my wife and I to settle all of our debt as well as an opportunity to return to the UK to see my mum - whom I haven’t seen since the 80’s. More importantly, I am now secure in the knowledge that I have sufficient money for my retirement and that my investments are being looked after by true professionals who have my best interests at heart!
Thank you – you have changed my life!
Reason of review: Good customer service.