Jersey Web Directory · Financial adviser
Sand Street · St Helier
de Carteret Wealth is a financial planning firm on the ground floor of 24 Sand Street in St Helier. It gives advice on retirement, investments, mortgages and insurance.
Independent listing, checked against de Carteret Wealth’s website on 2 October 2026. Not yet confirmed by the business.
At a glance
Advisers cover retirement planning, including personal and workplace pensions, annuities and drawdown, as well as investments, savings plans, personal insurance and services for business owners. The firm is regulated by the Jersey Financial Services Commission for investment business.
Check this on de Carteret Wealth’s website ↗ (opens in a new tab)The team explains the options from Jersey lenders and stays involved through the application, for first-time buyers and repeat movers alike. It can also arrange mortgages on investment properties.
Check this on de Carteret Wealth’s website ↗ (opens in a new tab)The first advice meeting is free and can be booked through the online form or by phone. As a woman-owned and managed firm, it also offers an advice service aimed at women.
Check this on de Carteret Wealth’s website ↗ (opens in a new tab)Go to the source
About this listing
We checked the address and business details against de Carteret Wealth’s own website (opens in a new tab) on 2 October 2026. The location pin comes from OpenStreetMap (opens in a new tab). Menus, hours and availability can change, so the links above take you straight to the business for the latest information.
Jersey Web wrote this independent listing. It has not been confirmed by de Carteret Wealth, and it is not a review, recommendation or claim that de Carteret Wealth is a Jersey Web client.
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