De Carteret Wealth

Everyone involved with de Carteret Wealth shares a passion for offering quality, relevant financial advice to everyone who needs it. We firmly believe that financial advice must be built around a relationship with our clients which means that we will take the time to get to know you, so that we can fully appreciate your values and goals without try... ing to impose our own on you. We will always put you first even if that means losing a sale as we know that sometimes the best advice is actually to do nothing! Aware of how stressful financial decisions can be because weve been there too! Prepared to play devils advocate and make you consider the worst case scenario. We can help design your personal Disaster Recovery Plan. We know that financial services can be complex, sometime even tedious, and can often feel like one of those necessary evils. Thats why we always try and offer advice face to face, so we can get to know you and your family and understand what you need as well as how you like to approach financial decisions. You will always have a designated contact, a person who takes overall responsibility for your business. Of course one person cannot know everything so the whole team will always be at your disposal for those specialist needs or tricky questions. The team at de Carteret Wealth have many years of experience and will work together to offer the advice and guidance you need. We work for you and with you so that you are always in control! de Carteret Wealth started life as PBS Confidential Limited and was incorporated in February 2014, rebranding to de Carteret Wealth in October 2017. Our overriding goal is to offer straightforward, transparent financial advice to individuals and businesses of all backgrounds and experience, who are based in Jersey, or who have an established connection with Jersey.Read More