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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 Born in Northern Ireland and educated at Campbell College Belfast and Newcastle Polytechnic. His career started with ... 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 Scott Taylor-Barr Financial Adviser Scott has made a career in Insurance and Financial Services since 1998, including over 8 years spent ... 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 Barry Ross Financial Adviser Barry has made a career in Insurance and Financial Services since 1995, including over 15 years spent in ... View Profile David Spittlehouse Financial Adviser David has developed a career in financial services since 1975. He has worked in both Banks and ... 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 Simon Webb Insurance Adviser Before joining the practice in 2011, Simon spent over 8 years working for NFU Mutual advising clients ... View Profile Katie Dawes Mortgage Administrator Working with the advisers and their clients to assist in the processing of mortgage and protection applications; ... View Profile Julie Franklin Broker Support - Administrator Julie provides support to the Pension and Investment Advisers, liaising closely with clients and their advisers, to ... View Profile Jennifer Cashmore Broker Support – Administrator Jennifer works with the Advisers, processing their cases to adhere to the Financial Conduct Authority and Openwork’s ... View Profile Aimee Dawes Broker Support - Administrator Aimee began working in the financial industry at the age of 18 after completing her A levels. ... View Profile
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