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WELCOME TO
Cape Town, South Africa
Home to Table Mountain, one of the 7 wonders of the world, Cape Town is a stunning and diverse destination, offering a wide array of landscapes, including beaches, game reserves and award-winning wine regions.
With high living standards and affordable costs, many expats find they can enjoy a relaxed and luxurious lifestyle, surpassing what they could achieve with the same income in the UK.
Imagine living in ‘The Best City in The World to Visit’ (2023 Telegraph Travel Awards).
MEET US
In The United Kingdom
Carrick is actively seeking financial advisers in the UK to join our team in Cape Town, South Africa. We will be travelling to the UK to personally meet our top candidates and discuss this exclusive opportunity.
Imagine immersing yourself in stunning landscapes, embracing diverse cultures, and advancing your career in a thriving financial hub. Not to mention, you’ll earn GBP while enjoying a lower cost of living.
SEMINAR DETAILS
LONDON
Monday, 28 August 2023
10:00 or 15:00
Venue: Mercure London Hyde Park Hotel
LONDON
Tuesday, 29 August 2023
10:00 or 15:00
Venue: Regus, Paddington
BIRMINGHAM
Wednesday, 30 August 2023
10:00 or 15:00
Venue: Regus, Victoria Square
MANCHESTER
Thursday, 31 August 2023
10:00 or 15:00
Venue: Spaces, Deansgate
WHAT WILL WE DISCUSS?
Who is Carrick?
The Opportunity
Life in Cape Town, South Africa
WHO WILL YOU MEET?
MARC FANCY
Managing Director, Carrick Catalyst
DALE NAMNICK
Regional Manager: Cape Town
ANGELA MCGREAL
Business Development Specialists and UK Expatriate
Marc Fancy
With over 25 years of experience in the financial industry, Marc is adept at catering to the evolving needs of international high-net-worth clients and corporates. His extensive background spans the United Kingdom and various continents, collaborating with major financial institutions, fund management groups, and trust companies.
Having worked in influential financial hubs like London, Hong Kong, Shanghai, Beijing, Shenzhen, Johannesburg, and Mauritius, Marc’s commitment to serving ultra-high net worth individuals and corporate entities shines through. He excels in managing regulatory compliance while prioritising clients’ financial goals.
Marc holds impressive qualifications, including SFA, FPC 1, 2, and 3, and regulatory exams in Hong Kong and South Africa. This dedication to continuous professional development ensures he stays at the forefront of industry standards, delivering optimal financial solutions.
As a key contributor to Carrick’s development team, Marc played a pivotal role in establishing Carrick Catalyst, the premier solely B2B financial services provider in Africa. This platform offers tailored solutions for financial entities, fostering partnerships with professionalism and comprehensive support.
Marc’s extensive experience, client dedication, and commitment to wealth preservation have made him a highly sought-after professional, leaving a profound impact in the financial services sector.
Marc Fancy
With over 25 years of experience in the financial industry, Marc is adept at catering to the evolving needs of international high-net-worth clients and corporates. His extensive background spans the United Kingdom and various continents, collaborating with major financial institutions, fund management groups, and trust companies.
Having worked in influential financial hubs like London, Hong Kong, Shanghai, Beijing, Shenzhen, Johannesburg, and Mauritius, Marc’s commitment to serving ultra-high net worth individuals and corporate entities shines through. He excels in managing regulatory compliance while prioritising clients’ financial goals.
Marc holds impressive qualifications, including SFA, FPC 1, 2, and 3, and regulatory exams in Hong Kong and South Africa. This dedication to continuous professional development ensures he stays at the forefront of industry standards, delivering optimal financial solutions.
As a key contributor to Carrick’s development team, Marc played a pivotal role in establishing Carrick Catalyst, the premier solely B2B financial services provider in Africa. This platform offers tailored solutions for financial entities, fostering partnerships with professionalism and comprehensive support.
Marc’s extensive experience, client dedication, and commitment to wealth preservation have made him a highly sought-after professional, leaving a profound impact in the financial services sector.
Dale Namnick
Dale has been with Carrick since its inception and therefore considers himself a loyal team member. Possessing a people-oriented nature, he exhibits the ability to engage and interact effectively with various types of clients, finding genuine satisfaction in making a difference. Additionally, he actively contributes to the development of new Private Wealth Managers joining the company, playing a crucial role in enabling their success. As a team player, Dale places great value on honesty and integrity.
Working at Carrick has provided him with significant opportunities for self-development and gaining maturity within the industry. Dale has also achieved certificates through the Chartered Institute of Securities and Investments (CISI) during his tenure at Carrick. With the knowledge acquired, Dale can effectively engage with clients of all types, offering the best financial solutions tailored to their specific requirements. Furthermore, he holds one of the largest books within the company, and his contributions have played a significant role in the expansion of Carrick South Africa.
Dale Namnick
Dale has been with Carrick since its inception and therefore considers himself a loyal team member. Possessing a people-oriented nature, he exhibits the ability to engage and interact effectively with various types of clients, finding genuine satisfaction in making a difference. Additionally, he actively contributes to the development of new Private Wealth Managers joining the company, playing a crucial role in enabling their success. As a team player, Dale places great value on honesty and integrity.
Working at Carrick has provided him with significant opportunities for self-development and gaining maturity within the industry. Dale has also achieved certificates through the Chartered Institute of Securities and Investments (CISI) during his tenure at Carrick. With the knowledge acquired, Dale can effectively engage with clients of all types, offering the best financial solutions tailored to their specific requirements. Furthermore, he holds one of the largest books within the company, and his contributions have played a significant role in the expansion of Carrick South Africa.
Angela McGreal
Angela is an acclaimed and multi-award-winning Business Development Executive with a remarkable track record of success in the financial services industry. As Carrick Wealth’s “Number 1 Business Development Executive” for both 2020 and 2021 in Mauritius, Africa’s financial hub, she has demonstrated her commitment to excellence and transparency.
Joining Carrick Wealth five years ago, Angela’s journey has been characterised by setting new industry standards, enhancing client experiences, and promoting integrity. Despite the challenges of the pandemic, she exhibited unwavering resilience, propelling the business to new heights.
With her CISI Level 3 qualification, Angela actively contributes to the growth of Financial Advisers and Business Development Specialists through her exceptional coaching and training abilities. Her leadership skills, honed through previous roles, inspire and motivate teams to consistently exceed targets.
Beyond her professional achievements, Angela’s infectious personality fosters a positive and vibrant atmosphere in any team she leads, driving enthusiasm and a commitment to excellence among her colleagues.
Angela McGreal
Angela is an acclaimed and multi-award-winning Business Development Executive with a remarkable track record of success in the financial services industry. As Carrick Wealth’s “Number 1 Business Development Executive” for both 2020 and 2021 in Mauritius, Africa’s financial hub, she has demonstrated her commitment to excellence and transparency.
Joining Carrick Wealth five years ago, Angela’s journey has been characterised by setting new industry standards, enhancing client experiences, and promoting integrity. Despite the challenges of the pandemic, she exhibited unwavering resilience, propelling the business to new heights.
With her CISI Level 3 qualification, Angela actively contributes to the growth of Financial Advisers and Business Development Specialists through her exceptional coaching and training abilities. Her leadership skills, honed through previous roles, inspire and motivate teams to consistently exceed targets.
Beyond her professional achievements, Angela’s infectious personality fosters a positive and vibrant atmosphere in any team she leads, driving enthusiasm and a commitment to excellence among her colleagues.
Learn More About Cape Town
