Dear Seanagh We have been working with you for almost 15 years, and we would just like to send you a very big “thank you”. You go way beyond anything we have experienced before. “The extra mile” is just a regular mile for you. We are always so excited and energized after meeting with you. We know that you are extremely busy, and yet you always have time for us when we need you. We appreciate our quarterly coffee meetings – where we get to see you face to face. We also appreciate your invitations to various talks around investing. Over the years, we have come to feel like we have a real friend looking after us. We would also like to mention that your assistant, Faatimah, is amazing to work with. She is so efficient and professional, and together - you guys are a very formidable team.

From my experience as a client Seanagh Fannin deserves credit for the very good service provided and is definitely a credit to her company. She has maintained regular contact through out our association and has provided very good guidance with prompt response when queries have arisen. Indeed, I have been pleased to remain as a client since recently re- settling from South Africa. The change of residency required reappraisal of investment holdings and Seanagh reacted in very attentive and diligent manner to ensure the advice given and actions taken were sound in the light of the changes in circumstances.

Seanagh is, quite honestly, the best financial adviser I’ve ever come across! The first time I heard her speak at a group presentation, I knew I had to book a session with her. And from day one, she’s been nothing short of amazing - knowledgeable, professional, compassionate, and genuinely supportive. I'm in my late 30s, and she's helping me get all my ducks in a row and feel hopeful about my future. I’ve never felt so seen, held, and cared for by a financial adviser - in other words, I feel more like a friend rather than just another number. Seanagh brings honesty, clarity, and a sense of calm that makes the whole experience feel safe and empowering. I trust her completely. The better I do, the better she does -- and the better she does, the better I do! It’s just the best cycle of reciprocity, and I feel incredibly lucky to have her on my team. I honestly can’t recommend her enough.

In February 2025, I suddenly blacked out at home and was later diagnosed with a minor stroke caused by a drop in blood pressure. Thanks to quick action from my family and excellent care from the doctors at Greenacres, I was stabilized and discharged—but the medical bills piled up quickly. Thankfully, with support from Seanagh and timely access to my pension funds, we were able to cover the costs and breathe a little easier. I'm so grateful for my family, the medical team, and the financial help that got us through a scary time. 💙 #Gratitude #HealthJourney #StrokeRecovery #FamilySupport #FinancialRelief

I confirm that my wife and I have dealt with Seanagh Fannin as a Private Wealth Manager employed by Carrick Wealth since December 2022. Seanagh has been excellent throughout this period and we are most satisfied with her service. Seanagh has a pleasant personality and a most professional manner. She has always provided meaningful information and advice concerning my wife’s Investments with Carrick and keeps us fully up to date with our investments.