My late husband and I were contemplating immigration in 2019. To this end, it made sense to move some funds offshore. A business associate of ours suggested I contact Carrick Wealth, and that is where we had the good fortune to be introduced to Samantha Bowen. Looking back, I am so truly grateful that we did make the connection. From the get-go, she put us at ease. To be frank, there were times when we experienced a degree of angst when global markets were not doing well, and we almost made the terrible mistake of withdrawing our investment. Upon reflection, I am not sure how Samantha put up with us. It was during these critical times that Samantha displayed what a consummate professional she was. She was patient and composed when we were not! Not only did Samantha provide the necessary Financial insights we lacked, but she also presented various options that stood us in good stead. I get monthly feedback on the status of my investment with an explanation as to what is happening with the investment, backed up with a statement. Over the past 7 years, I have truly come to value Samantha’s expertise, knowledge and transparency. In a world where basic ethical behaviour is no longer the norm, I have found the opposite in Samantha. As a woman approaching my senior years, I must have peace of mind and confidence that my future financial security is entrusted to someone I value – (and I should add, someone who I have also come to view as a friend.)

Gill and I met Samantha by chance in 2014. I’m glad we did! At the time we were grappling with how to structure our investments and needing sound advice. That is what we got. Samantha was fastidious in extracting all relevant background information from us and making sure that we were all on the same wavelength. She also set our minds at rest about her experience and ability to “get the job done”. We now have structures in place which have/will prove over time to provide us with exactly what we wanted - preservation of wealth, tax efficiency, etc.. Also, most importantly, peace of mind that we are in good hands. Samantha must be commended for her overall professionalism and efficiency in all she does.