Scott Taylor-Barr

With over 20 years’ experience Scott is a member of the London Institute of Banking & Finance and holds their Diploma in Mortgage Advice & Practice, as well as being signed up to their CeMAP Advanced Professional program.

Scott has been placed in the 2019 VouchedFor Top Rated Advisers list in association with The Times.   He also serves on the Board of our trade body;  the Association of Mortgage Intermediaries (AMI).

He works with a broad range of clients, but has special interest in providing mortgage and insurance advice to legal and medical professionals.

Scott’s career in mortgages and insurance began in 1998, including over 8 years spent in a variety of senior roles at the Norwich and Peterborough Building Society.

Since joining the Carl Summers Financial Services in 2009 he has advised many personal and corporate clients; as well as referring those clients with pension or more complex investment needs to colleagues within the practice that advise in these areas.

In addition to helping his own clients Scott works with a number of our professional partners throughout Shropshire and Staffordshire.

Scott has also delivered presentations to various affinity groups and business clubs on subjects such as mortgage lending and the use of Trusts within life insurance planning; as well as having articles feature in various publications.

Operating across wide geographical area he is able to offer face-to-face meetings with new and existing clients throughout Shropshire, Worcestershire, Birmingham, Coventry, Leicestershire, Nottinghamshire, Derbyshire and  London.

* Buy-To-Let and Commercial mortgages are not regulated by the Financial Conduct Authority, unless in very specific situations, please ask for further clarification if needed.