Carl Summers Financial Services

About

We are a team of Financial Advisors who together aim to provide comprehensive solutions, presented in a straightforward manner for your financial future.

Story

Mortgages:-
Carl Summers Financial Services offers a bespoke service backed up by a dedicated administrative team. We will offer you Advice and make recommendations to help you decide which Mortgage product is best for you. We aim to recommend products; not only addressing your existing needs but also solutions tailored to your future expectations.

A fee of £395 is payable on all mortgages. This is paid after we have researched your situation and recommended a solution, but before any application is made to a Bank or Building Society

Your home may be repossessed if you do not keep up repayments on your mortgage

Insurance & Protection:-
What are the most important things in your life? What if they were taken away from you? From looking after your family to protecting your most valuable possessions, getting the right protection for your individual needs can be one of the most important decisions you take.

Carl Summers Financial Services aim to tailor solutions to your protection needs. Products are selected to provide protection within your selected price point.

Investments:-
Selecting a Financial Advisor when seeking Investment Advice and Guidance could be one of the greatest decisions you will make.

Carl Summers Financial Services can offer you an Advisor to help you make the best of our changing times.

Our experienced professionals recognise the importance of understanding our client's current circumstances and concerns. Challenging times should not stop you obtaining the right return from your Savings and Investments.

Retirement:-
Carl Summers Financial Services can provide you with clear, impartial information on how pensions work. From how Pension can benefit your family to the tax benefits they can achieve. We can help you to be confident about decisions for your future.

There are so many choices from which benefits you're entitled to, to determining the level of income you can achieve at retirement. Whether you are employed or self-employed, already have a pension or are considering starting a plan we can evaluate your needs and recommend a solution taking into account your future expectations.

Impressum

Practice Principals: Carl Summers & Spencer MH Heaney

Carl Summers Financial Services is an appointed representative of Openwork Limited which is authorised and regulated by the Financial Conduct Authority.

Products

Mortgages
Insurance
Retirement Planning
Investments