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Local presence, strong partnerships.

Carl Summers Financial Services brings together a team of experts combining enthusiasm with unrivalled knowledge to provide our clients with professional, comprehensive financial solutions.

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    Meet the team

    Our team of professionals have the knowledge and skills to meet the majority of your financial needs
    Carl Summers Principal Partner Carl began his career in financial services following a successful career in retail. Initially joining Canada Life ... View Profile Spencer Heaney Partner Spencer was born in Northern Ireland and educated at Campbell College Belfast and Newcastle Polytechnic. His career ... View Profile Fiona Kilburn Financial Adviser Fiona is very experienced in many areas of Financial Services. Working with the likes of; Friends Provident ... View Profile Gemma Harrison-Whitehead Mortgage & Insurance Advisor Gemma has made a career in Insurance and Financial Services since 2001, including over 10 years working as ... View Profile Matthew Potter Mortgage & Protection Adviser Matt’s career in financial services started in 2002 with Co-Operative Insurance Services.   In 2004 he chose to ... View Profile Chris Freeman Mortgage and Protection Adviser Chris began his career in financial services after qualifying in 2016 after a successful career in Retail ... View Profile Simon Webb Insurance Adviser Before joining the practice in 2011, Simon spent over 8 years working for NFU Mutual advising clients ... View Profile Barry Ross Financial Adviser Barry has made a career in Insurance and Financial Services since 1995, including over 15 years spent in ... View Profile
    Meet the rest of the team
    Best Broker for Protection Finalist

    Our Services

    We combine more than 20 years of experience with a carefully selected panel of industry leading companies
    Investments

    Investments

    Mortgages

    Mortgages

    Insurance

    Insurance

    Retirement

    Retirement

    The value of investments and any income from them can fall as well as rise and you may not get back the original amount invested.

    Your home/property may be repossessed if you do not keep up repayments on your mortgage.

    Most buy to let and let to buy mortgages are not regulated by the Financial Conduct Authority.

    What does the cost of living crisis mean for your retirement savings?
    News

    What does the cost of living crisis mean for your retirement savings?

    1st February 2024
    Little things can be life changing
    News

    Little things can be life changing

    25th January 2024

    Who are we?

    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 strives to provide you with the right solution.

    Who we are
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