at 1-4 Abbey Court, High Street, Newport, TF10 7BW United Kingdom
We are a team of Financial Advisors who together aim to provide comprehensive solutions, presented in a straightforward manner for your financial future. Local presence, strong partnerships. Carl Summers Financial Services brings together a team of experts combining enthusiasm with unrivalled 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.
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 £295 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.
184 FB users likes Carl Summers Financial Services, set it to 15 position in Likes Rating for Newport in Company category
An interesting insight into the Bank Of England's view on economic conditions around the UK: http://www.bankofengland.co.uk/publications/Documents/agentssummary/2015/Jul.pdf
Our office opening hours are 8.30am-5.30pm; but all of our adviser's deal with their own diaries and can fit in appointments to suit you - including out of hours meetings if needed.
Better late than never....Congratulations to Aimee Dawes and Julie Franklin for completing The Race For Life, well done ladies!!!
Two of our Support Team, Aimee and Julie, are running the Race For Life - good luck to them both! Now I know it's not a competition - but I wonder who'll get the better time?