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

CARRICK INTERNATIONAL PROPERTY

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

CARRICK FX

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

CARRICK CONSULT

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

CARRICK GLOBAL WEALTH LIMITED

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

CARRICK ATHENA

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

David Monteiro

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

I do my best to contribute towards the team and to assist my colleagues where possible, for the benefit of Carrick, our business, and our clients.

 

What is the best part about your job?

The best part of my job is to assist clients and help them reach financial freedom by giving them the best service in the financial industry.

 

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

I have been with Carrick since day one. In this time my work here at Carrick has allowed me to develop my skills in offshore investment. I also was able to qualify as a Certified Financial Planner during this time.

 

What is a typical day at work like for you?

Much of my workday is taken up by looking for new clients, following up with providers on outstanding cases, and then updating my clients. In-between I do any necessary administrative tasks that need to be done

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