Tell us about how you contribute to the success of Carrick Wealth as an organisation.
As an experienced Financial Advisor, I believe I am able to contribute substantial knowledge in providing strategic financial planning advice to our clients. I am also a UK pensions expert and having worked in London for most of my career, I bring diversified technical expertise to the Carrick Team.
What is the best part about your job?
Every client or business is different, and I love the diversity in the conversations I have and the work I perform every day. I derive great satisfaction from helping people.
Tell us about your personal and professional growth while working at Carrick.
Carrick has helped me significantly to develop my sales and entrepreneurial skills.
What is a typical day at work like for you?
Most of my day is spent in meetings, on the phone, writing emails and doing technical analysis for my clients. I always allocate time in my week for networking, business development, training and catching up with my professional network and introducers.
We appreciate the considerate words from our clients about their experience of working with Carrick. We have kept the identity anonymous to honour the privacy of our clients.
“Costas has been instrumental in the planning of my investments and retirement goals. He has extensive knowledge of the markets and products available with invaluable tax advice. I value and trust his advice as an independent advisor and would highly recommend him.”
- Gary Clack, CEO Albrecht Machinery
We are always looking for driven people to join our growing team.