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What Their Customers Are Saying ?

Carrick Wealth - Deep understanding of investments and a pragmatic approach to advice on investment choices

Carrick Wealth
Jonathan has been my personal financial planner for the past year. He has been a pleasure to work with as he has a deep understanding of investments and a pragmatic approach to advice on investment choices. I know that he will always be prompt to follow up on events in my portfolio and he ensures that he meets with me regularly for updates. Elizabeth, Johannesburg

Carrick Wealth - Stress-free and easy to manage between Mauritius and the United States

Carrick Wealth
The simplicity of conducting business virtually through multiple videoconference calls as well as the exchange of paperwork through private courier has made the process stress-free and easy to manage considering the time difference between Mauritius and the United States. Aleksandra, Chief Executive Officer, USA

Carrick Wealth - Highly recommended as the go-to financial consultant

Carrick Wealth
Jonathan has been handling my pension investments for a number of years now and he is the consummate professional in the wealth creation field. I have enjoyed nearly 10% returns a year and I can highly recommend Jonathan as the go-to financial consultant. Simon, Johannesburg
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
Testimonial
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...
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#656491
Testimonial
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...
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#656492
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