About Carl Summers Financial Services
Local presence, strong partnerships.
Carl Summers Financial Services brings together a team of experts combining enthusiasm with years of industry knowledge to provide our clients with comprehensive financial solutions.
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, by harnessing our connections Carl Summers Financial Services provides advice on Mortgages, Pensions, Investments and Insurance.
Our team of professionals have the knowledge and skills to meet the majority of your financial needs; by working closely together and referring clients to colleagues with the most appropriate specialist skills required for more complex clients, you can be sure of excellent service and results.
Experience & Qualifications
Our team of advisers hold a verity of level 3 (certificate) and level 4 (diploma) mortgage related qualifications between them – from both the Chartered Insurance Institute and the London Institute of Banking and Finance.
Carl Summers Financial Services is an appointed representative of Openwork Limited which is authorised and regulated by the Financial Conduct Authority. Some Buy-To-Let and Let-To-Buy mortgages are not regulated by the Financial Conduct Authority