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Financial Advice for WomenRetirement PlanningInvestments & Savings PlansMortgagesPersonal InsuranceServices for Business Owners
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Welcome to
de Carteret Wealth

Everyone at de Carteret Wealth shares a passion for offering quality, relevant financial advice to everyone who needs it.

Our Services

“The first meeting’s on us!
Book your Financial Advice meeting, and discover what your future can look like.”

To create a financial plan that is right for you, we need to truly understand you, and what you really want to happen in your life. From there we can start to build a financial plan that matches your ‘Life Goals’.

BOOK A MEETING

We believe that:

  • Everyone should have access to financial advice
  • Everyone should be able to understand the financial decisions they make
  • Charges and fees should never be hidden away in the small print
  • You deserve to pay a fair price for a quality service
  • Complex financial services should be explained face to face wherever possible

We are:

  • In this for the long term
  • Committed to giving you the time you need to understand your choices
  • Aware of how stressful financial decisions can be… because we’ve been there too!
  • Aware of our limitations – we won’t try and bluff you
  • Prepared to play devil’s advocate and make you consider the ‘worst case’ scenario. We can help design your personal Disaster Recovery Plan.
  • Regulated by the Jersey Financial Services Commission for the conduct of Investment Business

Get in touch, we're
always happy to help!

GET IN TOUCH

Ground Floor
24 Sand Street
St Helier
Jersey
JE2 3QF

hello@decarteretwealth.com
01534 860 660
Monday to Thursday 9am – 5.30pm

Friday 9.00am – 1.00pm

JFSC

Regulated by the Jersey Financial Services Commission for the conduct of Investment Business

OUR SERVICES

Retirement Planning
Investments & Savings Plans
Mortgages
Personal Insurance
Services for Business Owners

CONTACT US

Ground Floor
24 Sand Street
St Helier
Jersey
JE2 3QF

hello@decarteretwealth.com
01534 860 660
Monday to Thursday 9am – 5.30pm

Friday 9am to 1pm

Home Page - de Carteret Wealth