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About Us

Local presence, strong partnerships. Carl Summers Financial Services brings together a team of experts combining enthusiasm with years of industry knowledge to provide our clients with comprehensive financial solutions.

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 provides advice on Mortgages, Pensions, Investments and Insurance.

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.

We help clients throughout the UK from our Head Office in Newport, Shropshire.  In addition we have satellite offices and advisers in; Broseley, Bridgnorth, Telford, Leicester and Manchester.

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