Received a fantastic service from Fiona, helped me with mortgage & insurance, I wont be using anyone else. Highly recommend this company.
Always great service. I have used Carl Summers Financial Services for 16 years now mainly for insurance policies and mortgages. Carl helped myself and my family deal with insurers when I was critically ill in 2023 and had had very good results. I would not go anywhere else.
Used Carl Summers to get our first mortgage, Carl is great and talked us through the process step by step. He was recommended to us by several friends who had also had a good experience. Found us a great rate and reapplied several times as rates lowered through the house buying process. All very friendly and great communication. Will be back!
We have been really impressed with the service from Carl. He has been 100% professional and thorough throughout the purchase and sale of our home. Carl helped us choose the right mortgage and life insurance, and was supportive all the way through the process right up to the day we moved, going above and beyond our expectations. Thank you Carl. We would definitely use your services again!
Gemma was amazing through out our process of applying for a mortgage, nothing was to much trouble and she replied to phone calls and emails very promptly. Highly recommend!!
I have been using Carl Summers Financial Services for 5 years now. They are very professional and always have kept me up to date with any progress and concerns they have. They will give their honest professional advice to support your plans as much as possible. Emma Lewis has been helping me with my mortgages and always advise how I am able top go forward with my mortgages
I contacted Carl Summers based on the recommendation of a work colleague, to apply for a mortgage as a 1st time buyer, on the ex-local authority flat I had been renting for 9 years. He was very pleasant and easy to talk to, but unfortunately he was unable to get me the mortgage I needed, and I was left very disappointed, and ‘out of pocket’, having paid the £395.00 fee. Whilst I passed the finance check, the mortgage lender used Countrywide Surveyors to value the property (they are well known for undervaluing/not valuing properties) and the lender declined to lend on the property, on the basis of their valuation. Carl didn’t have access to any other lender he felt would be able to help me, and kept telling me I was underwritten, and to look for another property, but this was no use to me as I wanted to buy the property I lived in. I had no choice but to go with another mortgage advisor and thankfully he put me in with a correct lender, who offered me the mortgage, and I finally became a 1st time buyer property owner. I did contact Carl to let him know my good news, that I was now a property owner, but he didn’t reply to my email, which I also found disappointing. Carl may be very good in a certain field, but he was unable to deliver for me, and ultimately, it cost me £395.00.
My accountant recommended this company because I needed professional advice on my self invested pension scheme. I spoke to Barry Ross who is a financial advisor and he was helpful. He gave me good advice and I am pleased to say I have sorted out my problem. The reason for the 5 star review is he went above and beyond what you would normally expect. He is good at his job, honest and I would definitely recommend him.
Carl Summers Financial Services is located at 1, Abbey Court, High St, Newport TF10 7BW, UK
You can contact Carl Summers Financial Services at +44 1952 815930
You can find directions to Carl Summers Financial Services by following this map link