Building trust through quality and transparency in every car we sell
At Carl Summers Financial Services, we are dedicated to providing our clients with professional, comprehensive financial solutions tailored to their unique needs. Our team of experts combines enthusiasm with unrivalled knowledge to ensure our clients receive the best possible advice and guidance.
Our Services
We offer a wide range of financial services, including investments, mortgages, insurance, and retirement planning. Our experienced advisors take the time to understand each client's individual circumstances and goals, providing personalized advice and recommendations to help them achieve their financial objectives.
Our investment services include structured deposits, bonds, investment accounts, ISAs, and portfolio planning. We also offer a comprehensive range of mortgage options, including first-time purchases, next-time purchases, re-mortgages, buy-to-let, and let-to-buy. In addition, we provide a carefully selected panel of insurance providers, offering mortgage protection, family protection, business protection, income protection, critical illness cover, and home insurance.
Our Approach
Our approach is to tailor advice to the unique needs of each individual client. We combine more than 20 years of experience with a carefully selected panel of industry-leading companies, harnessing our connections to provide our clients with their perfect solution. Whether you're looking to invest for the future, secure a mortgage, or protect your loved ones, we're here to help.
Meet the Team
Our team of professionals has the knowledge and skills to meet the majority of your financial needs. With years of experience in the financial services industry, our advisors are dedicated to providing exceptional service and guidance. Meet our team of experts, including Carl Summers, Spencer Heaney, Peter Sargeant, Fiona Kilburn, Gemma Harrison-Whitehead, Barry Ross, Maxine Morgan, and Chris Freeman.
Local Presence, Strong Partnerships
As a local business, we take pride in our strong partnerships with leading financial institutions, ensuring our clients have access to the best possible products and services. Our experienced advisors are committed to providing personalized advice and guidance, helping our clients make informed decisions about their financial future.
Overall Experience
The majority of reviewers have had an excellent experience with Carl Summers Financial Services, praising the company's professionalism, helpfulness, and commitment to finding the best mortgage and insurance deals for their clients.
Staff Performance
Several reviewers have specifically mentioned the exceptional service they received from individual staff members, including Gemma Harrison-Whitehead, Emma, Matt, Simon, and Barry Ross. These staff members have been praised for their knowledge, support, and proactive approach to helping clients navigate the complex process of securing mortgages and insurance.
Positive Aspects
Reviewers have highlighted the company's ability to explain complex financial information in a clear and concise manner, as well as their willingness to go above and beyond to ensure clients' needs are met. Many reviewers have also appreciated the company's support throughout the entire process, from initial application to completion.
Areas for Improvement
Only one reviewer has expressed disappointment with the service they received, citing the company's inability to secure a mortgage for them due to a lender's valuation of the property. This reviewer felt that the company did not have access to alternative lenders that could have helped them.
