International Desk

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British Desk

Carrick specialises in integrated wealth management. Whether you are navigating the complex currents of pension plans, ensuring your children are prepared for tomorrow’s world or want to achieve greater tax investment efficiencies, contact a Carrick Wealth Specialist to work with you to grow, protect, and preserve your wealth.

International Pension Planning

Education Fee Planning

Tax Efficient Investments

Estate Planning (Trusts)

Structured Products

Life Assurance

Marc Fancy - Carrick Investment Services

Marc Fancy

Managing Director

UK born, Marc has over 20 years of experience in the financial services sector, having worked with some of the world’s largest financial institutions, fund management groups and trust companies spanning three continents. He has opened offices, recruited and developed financial professionals in numerous regulated and licensed jurisdictions globally, including London, Hong Kong, Shanghai, Beijing, Shenzhen and Johannesburg.

Whilst working in the UHNW private client and corporate space he has put the clients’ needs at the forefront of his strategy whilst ensuring strict adherence to and management of regulatory and compliance driven requirements. His qualifications include SFA, FPC 1, 2, & 3, & regulatory exams in Hong Kong and South Africa.

Things he's interested in:

Marc enjoys travelling and experiencing new cultures. He also has an interest in global economics and speaks English as well as German.

His favourite quote:

"The Pessimist complains about the wind. The optimist expects it to change. The leader adjusts the sails." -John Maxwell

How you can get hold of him:

+230 (0)58 582 768

marc.fancy@carrickis.com

LinkedIn

Mike Preston - Carrick Investment Services

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.

Things he's interested in:

Mike is married and has three adult children. In his spare time Mike enjoys 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

Chris 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

South African Desk

Carrick specialises in integrated wealth management. Whether you are navigating the complex currents of pension plans, ensuring your children are prepared for tomorrow’s world or want to achieve greater tax investment efficiencies, contact a Carrick Wealth Specialist to work with you to grow, protect, and preserve your wealth.

International Pension Planning

Education Fee Planning

Tax Efficient Investments

Estate Planning (Trusts)

Structured Products

Life Assurance

Mark Fancy - Carric Investment Services

Marc Fancy

Managing Director

UK born, Marc has over 20 years of experience in the financial services sector, having worked with some of the world’s largest financial institutions, fund management groups and trust companies spanning three continents. He has opened offices, recruited and developed financial professionals in numerous regulated and licensed jurisdictions globally, including London, Hong Kong, Shanghai, Beijing, Shenzhen and Johannesburg.

Whilst working in the UHNW private client and corporate space he has put the clients’ needs at the forefront of his strategy whilst ensuring strict adherence to and management of regulatory and compliance driven requirements. His qualifications include SFA, FPC 1, 2, & 3, & regulatory exams in Hong Kong and South Africa.

Things he's interested in:

Marc enjoys travelling and experiencing new cultures. He also has an interest in global economics and speaks English as well as German.

His favourite quote:

"The Pessimist complains about the wind. The optimist expects it to change. The leader adjusts the sails." - John Maxwell

How you can get hold of him:

+230 (0)58 582 768

marc.fancy@carrickis.com

LinkedIn

Jarryd Jacklin - Carric 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 before joining the Mauritius team as an International Wealth Specialist.
Jarryd believes in continuous personal development and is committed to providing his clients with the highest level of professional advice.

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)58 587 660

jarryd.jacklin@carrickis.com

LinkedIn

Anwesenheit in Deutsch

Carrick ist spezialisiert in integrierter Vermögensverwaltung. Egal ob sie die komplexen Strömungen von Pensionsplänen navigieren, sicher stellen wollen das ihre Kinder auf die Welt von Morgen vorbereitet sind, oder sie bessere Steuer effiziente Investitionen erreichen wollen, kontaktieren sie einen Carrick Vermögens Spezialisten, um mit ihnen zusammenzuarbeiten und ihren Wohlstand zu vergrößern, zu beschützen und zu erhalten.

Internationale Pensionsplanung

Bildungskosten Planung

Steuer effiziente Investitionen

Nachlass Planung (Trusts / Treuhand)

Strukturierte Produkte

Product no. 6

Marc Fancy - Carrick Investment Services

Marc Fancy

Geschäftsführer

Marc wurde im, Vereinigtem Königreich" (UK) geboren und verfügt über eine mehr als 20-jährige Erfahrung im Finanzdienstleistungssektor. Er hat auf drei Kontinenten mit einigen der größten Finanzinstitutionen, Investmentfonds Gruppen und Treuhandgesellschaften gearbeitet. Er hat weltweit unter anderem in London, Hong Kong, Shanghai, Peking, Shenzhen und Johannesburg Büros eröffnet und Finanzexperten rekrutiert und ausgebildet. Während er mit UNHW Privatklienten und dem Großunternehmenssektor arbeitet stehen die Bedürfnisse seiner Klienten im Mittelpunkt seiner Strategie, während er sicherstellt das gesetzlich Auflagen und die Compliance getriebenen Anforderungen strikt eingehalten und verwaltet werden. Seine Qualifikationen beinhalten SFA, FPC 1, 2 & 3 und behördliche Examen in Hong Kong und Südafrika.

Ses intérêts:

Marc genießt es zu reisen und neue Kulturen kennenzulernen. Er interessiert sich ebenfalls für die Weltwirtschaft und spricht Englisch und Deutsch.

Sa citation préférée:

“The Pessimist complains about the wind. The optimist expects it to change. The leader adjusts the sails."  -John Maxwell

Comment la contacter:

+230 (0)58 582 768

marc.fancy@carrickis.com