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LVP CASE ID: 15-k0011 – DECISION On August 7, 2015, Complainants Carrick Financial Services (Pty) Ltd. and Carrick Wealth (Pty) Ltd. submitted a complaint in accordance with the Legitimacy Verification Program (“LVP”). The complaint alleged that three posts dated...
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#525023
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...
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#1220855
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...
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#1220853
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,...
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#1220856
LVP CASE ID: 15-k0011 – DECISION On August 7, 2015, Complainants Carrick Financial Services (Pty) Ltd. and Carrick Wealth (Pty) Ltd. submitted a complaint in accordance with the Legitimacy Verification Program (“LVP”). The complaint alleged that three posts dated...
Read more
#543816
LVP CASE ID: 15-k0011 – DECISION On August 7, 2015, Complainants Carrick Financial Services (Pty) Ltd. and Carrick Wealth (Pty) Ltd. submitted a complaint in accordance with the Legitimacy Verification Program (“LVP”). The complaint alleged that three posts dated...
Read more
#549297
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
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 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