Nick Carter

Director

With over 27 years experience in Jersey’s financial services industry Nick uses his expertise to specialise in advising local private clients with respect to their financial planning including investments, savings, pensions and, protection.

Nick is a co-founder and Director of Wealth Jersey. He started his career as a Financial Consultant with a well-known UK insurer, moving on to form an independent advisory firm in 1996. In 2008, Nick was approached by an investment management firm to provide bespoke financial planning services to their locally based Fiduciary and High Net Worth clients, whilst also continuing to grow his existing client base. With the wide sweeping changes brought about by the UK Retail Distribution Review (RDR) and Jersey’s own Review of Financial Advice (RFA) consultation, Nick took the decision in 2010 to concentrate on his local Jersey clients, and left to set up Wealth Jersey.

Nick is a Chartered Wealth Manager and member of the Chartered Institute of Securities & Investment, the Personal Finance Society and the Institute of Directors.

As well as keeping his client interests close to his heart, Nick is married and has a daughter, who takes up most of his spare time! His various active hobbies include cycling, swimming, various motorcycle disciplines and a private pilot flying technologically advanced aircraft.

nick@wealthjersey.com

+44 (0)1534 888404