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Wealth Management and Advisory

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Wealth Specialists

Mike Preston - Carrick Wealth

Mike Preston

Senior Wealth Specialist

Mike Preston is a highly experienced Independent Financial Adviser with over 35 years’ experience.

He was educated in North Wales and Scotland, and his UK family home is in Buckinghamshire.

Mike began his career in Financial Services in 1978 in the City of London.

He has, over many years, provided full-spectrum financial advice to clients at all levels, including ultra-high-net-worth individuals.

After nearly 30 years based in London, he has been advising clients overseas for the past eight years, while based, variously, in South Africa, in Africa and, more recently, in Mauritius.

His qualifications include FPC (Levels 1, 2 and 3), Certificate of Mortgage Advice and Practice (CF6) and Member of the Life Insurance Association by Diploma - MLIA (Dip).

Based now in Mauritius, Mike is licensed by the Board of Investment to give advice globally.

He is passionate about the countryside and its stewardship.

Mike is married and has three adult children.

Things he’s interested in:
Fishing, skiing, sailing, politics, and culinary pursuits

His favourite quote:
“Failure cannot withstand persistence.” ~ Napoleon Hill

How you can get hold of him:

+230 (0)57 328 510

mike.preston@carrickis.com

LinkedIn

Marco Floreale Carrick Investment Services

Marco Floreale

Senior Wealth Specialist

Born and raised in Essex, in the United Kingdom, Marco qualified as a Fellow of the Institute of Legal Executives in 2005 and was admitted as a Solicitor in February 2009. After working in the legal field for a number of years, the pull of his managing client’s financial expectations in the international arena was too great an opportunity to pass up, making it the ideal time for Marco to move from law to financial services.

After exploring a number of roles in his new field. Marco joined Carrick Wealth as an Associate in 2015. Highly ambitious and results-driven, Marco is committed to achieving the best possible returns for his clients, while focusing on enhancing the profile of the company on a global scale.

Things he's interested in:

Working in a highly pressurised environment can be a challenge - which is why Marco makes the most of his personal time by indulging his love for running, football, art, reading and music.

His favourite quote:

"Failure will never overtake me if my determination to succeed is strong enough." ―Og Mandino

How you can get hold of him:

+230 (0)57 328 518

marco.floreale@carrickis.com

LinkedIn

Brigitte Rupp - Carrick Investment Services

Brigitte Rupp

Senior Wealth Specialist

Brigitte was born in Vienna, Austria, and attended the Vienna University of Economics and Business where she did her Bachelor’s in Business, Economics, and Social Sciences, graduating in 1985. She also has an International Certificate in Wealth Management from the Chartered Institute of Securities & Investments (CISI) and certificate in Business English from St. Giles College, London. Brigitte has more than 30 year’s experience in client management within the hospitality and financial services industry and an excellent track record within wealth management sector advising and assisting international high net-worth clientele. Brigitte prides herself on her market knowledge and substantial analytical skills as well as her self-motivated “can-do” attitude and pursuit of excellence in all her endeavours.

Things she's interested in:

Brigitte loves scuba diving, playing golf, and travelling. She is also committed to assisting organisations that are involved in the protection and preservation of the sea and maritime environment.

Her favourite quote:

"Behind me is infinite power. Before me is endless possibility. Around me is boundless opportunity. Why should I fear?" -Stella Stuart

How you can get hold of her:

+230 (0)54 822 814

brigitte.rupp@carrickis.com

LinkedIn

Chriss Hassall - Carrick Investment Services

Chris Hassall

Senior Wealth Specialist

Chris Hassall was born in Stoke-on-Trent in the United Kingdom and remains a huge Stoke City FC fan. He describes himself as ambitious, dedicated and self motivated. Chris has more than 20 years’ experience as a sales adviser/manager mainly within the financial services and telecom industries and prides himself on his analytical approach to solving problems and his ability to remain calm and focused even under pressure. He is an attentive listener and a lateral thinker who communicates effectively and responds professionally to clients’ needs. Chris is a flexible and ethical worker who has the drive and desire to succeed in all tasks and who relishes the opportunity to mentor and train new recruits.

Things he's interested in:

Chris loves the outdoors and recently climbed Mount Kilimanjaro for a charity benefit. He competes in half marathons, loves tennis, and socialising.

His favourite quote:

"It ain't about how hard you hit. It's about how hard you can get hit and keep moving forward; how much you can take and keep moving forward. That's how winning is done!" -Rocky Balboa

How you can get hold of him:

+230 (0)54 811 256

chris.hassall@carrickis.com

LinkedIn

Justin Beckwith Carrick Investment Services

Justin Beckwith

Wealth Specialist

Justin has more than 15 years of experience in the financial services sector, ranging across the retail-banking sector to wealth management for ultra high net-worth individuals. From his early beginnings as an intern with Alexander Forbes in London, he has gone to work for numerous internationally acclaimed financial companies in seven cities across the globe, culminating in Geneva where he held the post of Vice President of Wealth Management. Justin is now a Wealth Specialist with Carrick, and is based in Mauritius. Justin has proved to be a highly reliable team player delivering the highest levels of client service and driven by an exceptional work ethic. He has an Investment Management Certificate (Chartered Financial Analyst Institute), an Award in Financial Planning (Chartered Insurance Institute), and an International Certificate in Wealth and Investment Management (Chartered Institute for Securities and Investment).

Things he's interested in:

Justin loves classical music, looking after his health, and staying fit.

His favourite quote:

"Wealth is the ability to fully experience life." -Henry David Thoreau.

How you can get hold of him:

+230 (0)59 825 111

justin.beckwith@carrickis.com

LinkedIn

Jarryd Jacklin Carrick Investment Services

Jarryd Jacklin

Wealth Specialist

Born in Durban, and educated at Maritzburg College, Jarryd completed his tertiary education at Varsity College with qualifications in Financial Management and Planning. Having known from an early age that a financial services career would be in his future, Jarryd joined the Carrick Durban office for two years as an Assistant Associate, gaining experience in his chosen field, and developing his communication skills.

Today, as an Associate in the Mauritius office, Jarryd continues to explore his passion for finance and to reaffirm his commitment to hard work and learning.

Things he's interested in:

A keen sportsman and a competitive one at that, Jarryd has played a number of sports at provincial level and has played Polocrosse as part of the national team. He believes in a healthy lifestyle and makes a point of experiencing new things wherever he goes.

His favourite quote:

"Whether you think you can, or you think you can't - you're right." Henry Ford

How you can get hold of him:

+230 (0)44 203 1399 013
+230 (0)58 587 660

jarryd.jacklin@carrickis.com

LinkedIn

Evie Pagliarulo - Carrick Investment Services

Evie Pagliarulo

Wealth Specialist

Evie’s career has spanned over 12 years of wealth management and advisory roles internationally. Having grown up as an expat living in Libya, Iraq and the UK to name but a few, she prides herself in being able to fully understand her clients international and financial needs whilst working with them holistically and ethically in providing the most appropriate and necessary requirements for their wealth management. Evie has also gained considerable experience working within real estate investment and equity raising sectors implementing innovative growth strategies underpinned by a decade in an advisory capacity at a Singapore-based provider of international wealth management solutions.

Things she's interested in:

Evie loves to travel to new and far flung places but her main focus is children’s welfare programs in India especially I-India in Jaipur - a project rescuing street children and providing them with a chance to have a future through education programs and a new home.

Her favourite quote:

"Change your thoughts and you change your world." -Norman Vincent Peale

How you can get hold of her:

evie.pagliarulo@carrickis.com

LinkedIn

Dominic Fry - Carrick Investment Services

Dominic Fry

Wealth Specialist

Dominic is an experienced wealth manager fully compliant in South Africa and Mauritius and holds an International Wealth Management Certificate from Chartered Institute of Securities and Investment (CISI) which allows him to give financial advice globally. He is also furthering his knowledge by studying advanced wealth management through CISI. Dominic is driven by the challenges and complexities of each client’s individual situation, having gained extensive knowledge over the last 9 years throughout Africa on how to grow, protect and preserve personal wealth in high risk environments enabling him to provide safe, secure international investment solutions tailored to meet their individual needs.

Things he's interested in:

Dominic is an outgoing and active person who loves sport, especially water sports. He enjoys socialising, meeting people from different cultures and backgrounds however, he also enjoys peace, quiet and a good book. Dominic is a lover of photography and memorialises his global travels through the lens. He is a lateral thinker, focused and ambitious and sets high standards of achievement for himself.

His favourite quote:

"A man’s worth is no greater than his ambitions." -Marcus Aurelius

How you can get hold of him:

dominic.fry@carrickis.com

+230 54 822 813

LinkedIn

Mark du Preez - Carrick Investment Services

Mark du Preez

Wealth Specialist

Mark is a graduate from the University of KwaZulu-Natal and a qualified attorney with considerable experience in the private banking sector. He says he welcomes the opportunity to work in a challenging environment and one that would provide an opportunity of being able to assist people in meeting their financial goals and realising their dreams. Mark’s immediate objective is to assimilate Carrick’s customer-centric culture and business practices in order to play an active role in the company’s future success.

Things he's interested in:

He is an avid reader of the Sherlock Holmes series, loves sport, especially rugby, and enjoys playing bass guitar and chess.

His favourite quote:

“If you can force your heart and nerve and sinew to serve your turn long after they are gone, and so hold on when there is nothing in you except the will which says to them: 'Hold on!" -Rudyard Kipling

How you can get hold of him:

mark.dupreez@carrickis.com

LinkedIn

Sean Leary - Carrick Investment Services

Sean Leary

Wealth Specialist

Sean has a Diploma in Business Management and Administration from Varsity College and a Certificate in Financial Planning (NQF Level 5). He is a positive and hardworking individual, capable of working in a team or on his own. He has the ability to learn quickly and adapts to change easily. Sean is self-motivated and has worked in the financial planning sector for the past 13 years as a private wealth manager. He also has experience in the construction and catering industries.

Things he's interested in:

Sean is passionate about music — for ten years he played in a successful band that released two albums and performed at major music festivals. He also practices bhakti yoga and enjoys golf.

His favourite quote:

“Challenges are what makes life interesting and overcoming them is what makes life meaningful.” -Joshua J. Marine.

How you can get hold of him:

sean.leary@carrickis.com

LinkedIn

Business Development Specialists

Lloyd Barclay - Carrick Wealth

Lloyd Barclay

Business Development Specialist

Lloyd matriculated from Paul Roos Gymnasium and then went on to graduate from the University of Stellenbosch with a B.Comm Investment Management degree. He is an ambitious, focused, and determined individual who works well under pressure. Lloyd joined Carrick because it is a dynamic company offering scope for growth to further his knowledge and skills in the financial sector. He believes his inherent ability to focus on the bigger picture along with his entrepreneurial outlook and team-working skills make him a valuable asset to any team.

Things he’s interested in:

Lloyd is a keen scuba diver (and is certified rescue diver), and enjoys practicing Taekwondo (currently blue belt grade).

His favourite quote:

“Don't find fault, find a remedy." -Henry Ford

How you can get hold of him:

+230 (0)59 808 898

lloyd.barclay@carrickis.com

LinkedIn

Grow. Protect. Preserve.