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

As an investment and life assurance specialist, I provide detailed analysis and personalised, tax–efficient advice for clients. I am part of a dynamic team that assists clients in all aspects of their financial plans.  

 

What is the best part about your job?  

The best part of my job is helping people realise their goals through bespoke, tax–efficient and personalised solutions. 

 

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

Whilst I have 14 years’ experience in an advisory capacity, Carrick has offered me the opportunity of developing beyond my initial experience, while specialising in boutique solutions and attaining my personal goal of providing the best foundation for my son’s future.  

 

What is a typical day at work like for you? 

I start my day with an espresso while attending to my morning emails, calling potential new clients, and following up with any outstanding queries and cases. I then deal with my research and planning for any outstanding proposals and cases. In-between appointments, I deal with any queries that have come in. I end my day by planning the next day’s activities, doing more research, and fine-tuning proposals.