Carrick Investment Services: Tel:+44 203 1399 013 Email: info@carrickis.com

Associates

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Mike Preston Carrick Investment Services

Mike Preston

Senior Associate

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 six 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:

mike.preston@carrickis.com

LinkedIn

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David Monteiro Carrick Investment Services

David Monteiro

Associate

An Associate in Carrick Wealth's Mauritian office, David holds a B.Com degree in Banking from the University of South Africa, as well as currently studying his post-graduate diploma in Corporate Financial Planning. He also has an International Certificate in Wealth and Investment Management, and Introduction to Securities and Investments from the Chartered Institute of Securities and Investments (CISI).

Before joining Carrick in 2014, David worked in a number of roles in the financial services industry, moving from Financial Adviser to Project Accountant and Foreign Exchange Broker. Now, as part of the Carrick team, David assists in the creation of offshore wealth portfolios, providing professional, unbiased advice in order to help his clients achieve their financial objectives.

Things he’s interested in:

Having played for the Golden Lions U19, David is a keen sportsman, and enjoys watching sports and movies in his down time, as well as cooking up a delicious storm in his kitchen.

How you can get hold of him:

00 44 203 1399 013

david.monteiro@carrickis.com

LinkedIn

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Jarryd Jacklin Carrick Investment Services

Jarryd Jacklin

Associate

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:

00 44 203 1399 013

jarryd.jacklin@carrickis.com

LinkedIn

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Chad Goddard Carrick Investment Services

Chad Goddard

Associate

A native South African, Chad first began his tenure with Carrick Wealth as an Assistant, before moving into a Business Development role where he was responsible for building and nurturing individuals in the Carrick Development Academy. Through his years with Carrick, Chad has gained a wealth of knowledge in the financial advisory space and uses his experience to work with his clients in achieving their long-term financial objectives. He is currently enrolled with CISI (Chartered Institute for Securities & Investment) to further his studies in the industry.

Things he’s interested in:

Chad enjoys keeping fit, being healthy, and watching and playing sports. In his free time, he can either be found on the golf course, or fishing, yachting and taking part in water sports, in his capacity as a qualified skipper.

His favourite quote:

“If you don’t build your dream, someone else will hire you to help them build theirs.”

How you can get hold of him:

+230 58587659

chad.goddard@carrickis.com

LinkedIn

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Leith Anticevich Carrick Investment Services

Leith Anticevich

Associate

Educated at Johannesburg's St. David's Marist Inanda, Leith joined Carrick Wealth as an Assistant in the Johannesburg office's Business Development division, where, after a year, he was tasked with building and managing the division, reporting directly to the Managing Director. Following the successful completion of the project, Leith was offered the role of Financial Associate, and today works as a Financial Adviser in the Mauritian office.

Continually looking for ways to grow his knowledge and expertise, Leith is currently upskilling himself through the Chartered Institute of Securities and Investments (CISI), where he is working towards his Chartered Wealth Manager Qualification. Through his work with Carrick Wealth, and with various charities and community initiatives, Leith continues to explore his passion for financial services, and for giving back to those less fortunate. 

Things he’s interested in:

When not lending a hand in hospitals and veterinary surgeries, Leith can be found walking the fairways of golf courses, deep sea fishing, putting together plans for his own wildlife organisation, and hiking the trails of nature reserves.

His favourite quote:

"Want shows up in conversation, expectation shows up in behaviour." – Les Brown

How you can get hold of him:

+230 58587655

leith.anticevich@carrickis.com 

LinkedIn

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