At Carrick Wealth, our offering extends beyond investment. We strive to provide additional essential solutions to diversify and grow your portfolio.


Diversify your portfolio and explore investing in international property with access to secure, high-growth and developed property jurisdictions.


Gain access to foreign exchange solutions that provide fast, secure, and cost-effective access to foreign currencies.


Optimise and grow your investments with Private Wealth Managers dedicated to helping you get the most out of your wealth.


Comprehensive wealth management and financial advisory services, for British citizens and others currently working or residing in the UK.


Join a community of like-minded women and take charge of your financial future by building goal-based investment plan. 


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Paul Jeffreys

Paul has brought to Carrick Investment Services over thirty years of experience in the financial services industry. He began his financial services career at a young age, working for a …

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Twape Mtila

Twape holds an MA Degree in Economics and Trade from Zhejiang Normal University, as well as a B.Com in Economics and Business Management from Nelson Mandela University. He has over …

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Carmen Hachandi

Carmen was born and raised in Zambia, a country known for its majestic Victoria Falls. Upon finishing school, Carmen moved to Cape Town where she completed her degree in Accounting …

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Samantha Bowen

Samantha was born and raised in Portsmouth, UK and attended school in the English country town of Petersfield. An entrepreneur at heart, Samantha ran her own business for five years …

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Scott Irving

Scott was born in Zimbabwe and has lived in South Africa for most of his life. He studied personal management and cut his teeth in retail management before moving to …

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Bianca Burch

Bianca graduated from the University of South Africa with a BA degree majoring in Communication and Psychology. She continued her studies by completing her BA Honours degree in Integrated Organisational Communication. Upon completion of her studies, …

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Marc Fancy

UK born, Marc has over 20 years of experience in the financial services sector, having worked with some of the world’s largest financial institutions, fund management groups and trust companies …

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Lloyd Barclay

Tell us about how you contribute to the success of Carrick Wealth as an organisation.  When I started at Carrick, I began where all great leaders started – at the bottom. I had …

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Michele Murphy

Michele was born and raised in East London in the Eastern Cape to parents who were in the music industry. She was schooled at Clarendon High School for Girls and …

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Lisa Schronen

Born and raised in Cape Town, Lisa matriculated from Milnerton High School in 2010, obtaining distinctions in Design and the top award for Visual Art. She then completed a 3-year Diploma in Interactive Media …

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