Email: helen@decarteretwealth.com
Telephone: 01534 860 660
Direct dial: 01534 860 666
Helen has been helping people make smart financial decisions for over three decades. Originally from Hampshire, she started her career in banking in the late 1980s, quickly discovering her talent for financial advice. She gained experience in mortgage and investment planning before co-founding de Carteret Wealth, where she now leads the firm as Managing Director.
Helen balances running the business with advising clients, ensuring they receive expert guidance on investments, retirement planning, and financial security. She’s also our go-to for all things compliance (and correcting grammar!).
Outside of work, Helen enjoys golf, gardening, and singing with Les Conteurs. She’s an active supporter of Jersey Cheshire Home, St Aubin Methodist Church, and Jersey Street Pastors—though she’s also known to enjoy a well-earned glass of red wine at the end of the day!
Qualifications:
BSc (Hons) Financial Services – University of Manchester
Diploma in Financial Planning (Cert PFS)
Mortgage Advice Qualification (MAQ)
ICA Certificate in Compliance (Merit, 2015)