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. 

Chad Williams

Tell us about how you contribute to the success of Carrick Wealth as an organisation. 

I value knowledge and experience which I apply to my role as a clientservicing Wealth Specialist. In this way I contribute to the success of Carrick Wealth by ensuring that our clients are given every opportunity to benefit from Carrick Wealth and our partners’ vast inventory of knowledge. Guided by an overall strategy cascaded into shortterm objectives, my role, together with our team, is to provide our clients with the highest levels of service. 


What is the best part about your job?  

The greatest part of the job is the feeling of fulfilment that comes from knowing that what we do has a positive impact on the lives of those we serve. In addition, my role also provides me with ample opportunity to grow my knowledge and abilities in the world of finance.  


Tell us about your personal and professional growth while working at Carrick.  

Not applicable having only just started working at Carrick. 


What is a typical day at work like for you?  

My day starts at sunrise, getting my heart rate up with some morning exerciseThat’s followed by getting to the office and reading current affairs articles and market commentary over a cup of coffee. With a fresh view of the day ahead, I start meeting with clients and providing updates and investment planning advice. I wind down my day at my laptop by completing admin tasks and preparing for the days ahead


“Start where you are, use what you have, do what you can” - Arthur Ashe