Testimonial
0 comments

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 for me to remain focussed by taking all the admin out of my hands, keeping me informed at a level that met my need and engaged with me in a way that allowed me to feel empowered to take decisions about my future.

I feel like I am in the driving seat for the first time in a long time.

Reason of review: Good customer service.

Had an Experience with Carrick Wealth?

Write a review

You May Also Like

World Financial Group - Gotta Feel SORRY for WFG Agents World Financial Group "WFG agents trick and cheat you. Then they recruit you and teach you how to trick and cheat other people. Seriously guys. Thats how it goes there. Why do I..." Read more World Financial Group - My God! People, Run - FLEE, FAST AS YOU CAN - From This Nightmare!!! World Financial Group "Not trying to kill your dreams here. I’m trying to -save- you, your families, your friendships, and your money from this endless soul-sucking NIGHTMARE. I worked full-time for WFG in..." Read more Nik Lzanas with ARCLIF Group among others Arclif Group "Nik Lazanas on the picture the second from left ist involved in many criminal companies and taking money from investors, making promises and just spending the money himself on fun,..." Read more Pacific Tycoon - The Truth about this Ponzi Scam Pacific Tycoon "If you are ever contacted by Pacific Tycoon, telling they purchase containers on your behalf, lease them out for you, promising high returns: either fixed 12% or fluctuating returns averaging..." Read more Everbuying - Respond immediately and solve problems quickly Everbuying "The prices are the best and the transport is free, respond questions immediately and solve problems quickly. I already bought many things and the some problems I had were solved...." Read more Lbc Express - I RETURNED MY ITEM TO LAZADA LAST JULY 3. Lbc Express "I contacted Lazada and they said that they didn't receive the returned item, and they are waiting for LBC to send it. Like wtf LBC? "July 05, 2017 Forwarded to..." Read more Amirite - A wonderful example of double standards and bias by management. Amirite "This is not a personal attack. This is a cold and objective observation of behavior by a particular moderator. Darkest Serenity routinely violates the site tou (rules, for the rest..." Read more Olive Garden - I have a complaint Olive Garden "I have been fired from the American Fork Utah Olive Garden. I started almost about a month ago and not to long after I started Tom Campos the General Manager..." Read more