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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.

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 Born in Northern Ireland and educated at Campbell College Belfast and Newcastle Polytechnic. His career started with ... View Profile

Scott Taylor-Barr Financial Adviser Scott has made a career in Insurance and Financial Services since 1998, including over 8 years spent ... 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

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

Peter Sargeant Financial Adviser Peter made his career in Banking, having joined Barclays Bank on completion of his education, remaining with ... 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

Maxine Morgan Financial Adviser Maxine made her career in Banking, having joined NatWest Bank on completion of her education, remaining with ... View Profile

Meet the rest of the team

Our Services

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

Bank of England Agents Report – May 2018

News

Bank of England Agents Report – May 2018

18th May 2018

Is the Bank of Mum & Dad an insurer too?

News

Is the Bank of Mum & Dad an insurer too?

14th May 2018

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 your perfect solution.

Who we are

Ready to talk? Get in contact with one of our experienced advisors.