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Meet the team

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 Peter Sargeant Financial Adviser Peter made his career in Banking, having joined Barclays Bank on completion of his education, remaining with ... View Profile Scott Taylor-Barr Financial Adviser A mortgage geek with a passion for cycling, he enjoys a local ale or gin and has ... 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 Barry Ross Financial Adviser Barry has made a career in Insurance and Financial Services since 1995, including over 15 years spent in ... View Profile Emma Lewis Mortgage & Protection Adviser Emma qualified as a Mortgage Advisor in 2015 and joined the Carl Summers team in 2016.  Prior ... 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 Maxine Morgan Financial Adviser Maxine made her career in Banking, having joined NatWest Bank on completion of her education, remaining with ... 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 Peter Hockings Practice Manager Peter began his career in financial services following a successful career in Local Government and running a ... 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 Julie Franklin Pension & Investment Administrator Julie provides support to the Pension and Investment Advisers, liaising closely with clients and their advisers, to ... View Profile Katie Dawes Processing Manager Working with the advisers and their clients to assist in the processing of mortgage and protection applications; ... 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 Samantha Sargent Broker Support – Administrator Sam has worked in Financial Services since 2000, starting with Birmingham Midshires which then became part of ... View Profile Tracey Norcup Mortgage Administrator Working within the Mortgage Administration Department she assists the advisers and their clients with the processing of ... View Profile
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