Carl Summers

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.

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 Maxine Morgan Financial Adviser Maxine made her career in Banking, having joined NatWest Bank on completion of her education, remaining with ... View Profile Julie Franklin Financial Adviser Julie started her career in Financial Services at Britannia Building Society as a Cashier, working her way ... View Profile Peter Hockings Practice Manager Peter began his career in financial services following a successful career in Local Government and running a ... View Profile Jennifer Muir Personnel Manager Jennifer started working for Carl Summers Financial Services in September 2007.  During this period, she has covered ... View Profile Katie Dawes Processing Manager Katie has worked within Financial Services since 2007, working her way up to her current position. Katie’s ... View Profile Samantha Sargent Broker Support – Administrator Sam has worked in Financial Services since 2000, starting with Birmingham Midshires which then became part of ... View Profile Joyce Oliver Broker Support - Administrator Joyce started working for Carl Summers Financial Services in June 2017 following a long career as a ... View Profile Reuben Luter Administrator Reuben joined Carl Summers in October 2022, having previously worked at a local law firm where his ... View Profile Jack O’Bryant-Clines Broker Support - Administrator Jack joined Carl Summers in May 2024, having previously worked at an estate agency listing properties to ... View Profile Chloe Bates Pension & Investment Administrator Chloe joined Carl Summers in January 2023, having previously worked for Reassure. Her current role as pensions ... View Profile Emma Partington Pension & Investment Administrator Emma joined Carl Summers in September 2023, having previously worked for the Co-op bank. Her current role ... View Profile Samantha Grubb Pension & Investment Administrator Sam joined Carl Summers in May 2024 having previously had a career in Banking within the Lloyds ... View Profile