Carter Lee Financial Services


CF10 3AD


Carter Lee Financial Services

Mortgage & Insurance advice with YOUR own personal expert.

We  provide expert Mortgage & Insurance advice for everyone from first time buyers to experienced buy to let landlords. We have access to a comprehensive range of mortgage lenders and can explain the plus and minus of each of the many products available makes for an easier life for you. Our business partners, our experience and our determination to gain a suitable Mortgage & Insurance offer make it ALL happen, from initial conversation to money in the bank on Mortgage completion and Insurance on risk.

Reasons to choose us!

The market has changed substantially in the last couple of years. Professional advice is needed now more than ever.

As an experienced Mortgage & Insurance broker, we have access to a comprehensive range of mortgage lenders.  That means we are able to find the very best Mortgage for you from all of those available. Our clients, like most of us, are busy people who do not have hours of time to give up to find the right Mortgage for them.

Not only that, but they do not have the time, or quite frankly the inclination, to spend hours on the phone to estate agents, solicitors, valuers and all the other parties involved.

We’re here to ensure the application process runs as smoothly as possible.  After all, practice makes perfect and our key members of staff have almost 20 years experience processing applications,valuers, lenders, insurers, and solicitors.

Mortgages and Insurance are not one off products, they are needed to be assessed and may need to be changed regularly.

When you arrange a Mortgage/Insurance through us it is not just about that one product. We like to think that you have entered into a relationship that will last you a lifetime. We commit to finding you the best Mortgage and Insurance products for you every time it comes to change, with no further broker fees.

Our client contact system means you are contacted on a regular basis to check that everything is ok and whether you need any further assistance.

What we do...

  • Commercial mortgages

  • First time buyer mortgages

  • House move or re-mortgage

  • buy to let mortgages

Get in touch with one of our team today...

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