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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 the privilege of seeing ‘how the wheels turn’ in the company. As I progressed through various roles to become a Wealth Manager, I learned a great deal about the team that now supports me as well as our clients. This has given me the utmost belief in our ability to exceed expectations and go the extra mile for all Carrick clients. I am honoured to be part of a company that is dedicated to client service and innovation. 


What is the best part about your job?  

The best part of my job must be when I am able to help my clients and give them the peace of mind that they may not have thought was possible. It is incredibly rewarding when I can exceed client expectations. 


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

Since joining Carrick, I have had the benefit of learning from highly experienced individuals in my team who have been more than happy to share their knowledge and expertise. It has been a privilege to grow and develop amongst a team of such hard-working and talented financial professionals. By pushing each other to exceed what we thought was possible, we have achieved incredible growth and success through shared commitment and accountability. I have also learned that the ability to adapt to changing circumstances is paramount in our field of ever-changing circumstances. 


What is a typical day at work like for you?  

My typical day starts with an hour at the gym so that I am refreshed and ready for the day’s events. I then start my morning with coffee whilst going over the day’s schedule and responding to emails. Most of my working day is spent meeting with clients, reviewing portfolios and preparing recommendations. I also like to set some time aside to stay up to date with global financial affairs or studying towards a further wealth management qualification.

Words to Live By