# de Carteret Wealth

- **Website:** <https://decarteretwealth.com>
- **Primary alias:** `decarteretwealth.com`

## Description

The firm takes time to understand each client’s circumstances and life goals, then works with them to develop a personal financial plan. Its approach emphasizes accessible advice, transparent fees, fair pricing, and explaining complex decisions face to face wherever possible. The team recognizes that financial choices can be stressful, is open about its limitations, and encourages clients to consider potential risks, including through a personal disaster recovery plan.

Services include retirement planning, retirement trust schemes, personal and workplace pensions, annuities, self-invested pension plans, pension drawdown, and investment and savings plans. de Carteret Wealth also offers mortgage advice, covering the approval process, borrowing capacity, and interest rate options, as well as personal insurance and services for business owners. Financial advice for women is a particular area highlighted by the firm.

## Industries

- 💰 Finance
- 💰 Financial Planning and Management _(under Finance)_

## Links

- [facebook](https://facebook.com/decarteretwealth)
- [linkedin](https://linkedin.com/company/decarteret-wealth)

## Logos & icons

- logo _(primary)_ — PNG — [download](https://cdn.brandfetch.io/idTxZpRlk9/w/250/h/119/theme/light/logo.png?c=1bxid64Mup7aczewSAYMX&t=1792811928756)
- icon _(primary)_ — JPEG — [download](https://cdn.brandfetch.io/idTxZpRlk9/w/311/h/311/theme/dark/icon.jpeg?c=1bxid64Mup7aczewSAYMX&t=1792811929042)

## Colors

| Name | Hex | Theme |
| --- | --- | --- |
| Buttercup | #eeb111 | accent |
| Astronaut Blue | #003f5f | dark |
| White | #ffffff | light |

## Fonts

- serif — asset _(custom)_
- serif — asset _(custom)_

## Imagery

- banner _(primary)_ — JPEG — [download](https://cdn.brandfetch.io/idTxZpRlk9/w/723/h/256/idDNRqwp2E.jpeg?c=1bxid64Mup7aczewSAYMX&t=1792811928860)

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_Source: <https://brandfetch.com/decarteretwealth.com>_
_See [/llms.txt](/llms.txt) for a full list of agent-readable pages, and [/auth.md](/auth.md) for how agents authenticate._