Carl Summers Financial Services
High Street, Telford and Wrekin, United Kingdom
About Carl Summers Financial Services
Carl Summers Financial Services is the go-to establishment for all your finance and insurance needs in Newport, United Kingdom. Located at the address 1 Abbey Court, High St, Newport TF10 7BW, our agency is easily accessible and conveniently situated in the heart of the city.
At Carl Summers Financial Services, we prioritize the financial security and stability of all our clients. As a trusted financial and insurance agency, we offer expert advice and customized solutions for all your financial needs. We understand that every client is unique, and therefore offer tailor-made services that cater to your specific requirements.
Our team of experienced professionals is dedicated to providing you with exceptional customer service and expert guidance. We are well-equipped to assist you in making informed decisions and taking the necessary steps to meet your financial and insurance goals. Whether you are seeking assistance with investment planning, retirement planning, insurance policy selection, or other financial matters, Carl Summers Financial Services is here to help.
Our agency is recognized as a point of interest for its commitment to providing reliable and quality financial services. We take pride in building long-lasting relationships with our clients, and our track record of excellence speaks for itself. With our extensive knowledge and expertise in the financial industry, Carl Summers Financial Services is the ideal institution to help you achieve financial success and peace of mind.
In conclusion, if you are looking for a reputable financial and insurance agency in Newport, look no further than Carl Summers Financial Services. Our combination of expert advice, customized solutions, and exceptional customer service make us the perfect partner for all your financial needs. Come and visit us today to see how we can help you achieve your financial goals!
Photos of Carl Summers Financial Services
1, Abbey Court, High St, Newport TF10 7BW, United Kingdom
Opening hours of Carl Summers Financial Services
Monday:
09:00 - 17:00
Tuesday:
09:00 - 17:00
Wednesday:
09:00 - 17:00
Thursday:
09:00 - 17:00
Friday:
09:00 - 17:00
Saturday:
Day off
Sunday:
Day off
Reviews of Carl Summers Financial Services
"We have been really impressed with the service from Carl. He has been 100% professional and thorough throughout the purchase and sale of our home. Carl helped us choose the right mortgage and life insurance, and was supportive all the way through the process right up to the day we moved, going above and beyond our expectations. Thank you Carl. We would definitely use your services again!"
"Gemma was amazing through out our process of applying for a mortgage, nothing was to much trouble and she replied to phone calls and emails very promptly. Highly recommend!!"
"I have been using Carl Summers Financial Services for 5 years now. They are very professional and always have kept me up to date with any progress and concerns they have. They will give their honest professional advice to support your plans as much as possible. Emma Lewis has been helping me with my mortgages and always advise how I am able top go forward with my mortgages"
"I contacted Carl Summers based on the recommendation of a work colleague, to apply for a mortgage as a 1st time buyer, on the ex-local authority flat I had been renting for 9 years. He was very pleasant and easy to talk to, but unfortunately he was unable to get me the mortgage I needed, and I was left very disappointed, and ‘out of pocket’, having paid the £395.00 fee. Whilst I passed the finance check, the mortgage lender used Countrywide Surveyors to value the property (they are well known for undervaluing/not valuing properties) and the lender declined to lend on the property, on the basis of their valuation. Carl didn’t have access to any other lender he felt would be able to help me, and kept telling me I was underwritten, and to look for another property, but this was no use to me as I wanted to buy the property I lived in. I had no choice but to go with another mortgage advisor and thankfully he put me in with a correct lender, who offered me the mortgage, and I finally became a 1st time buyer property owner. I did contact Carl to let him know my good news, that I was now a property owner, but he didn’t reply to my email, which I also found disappointing. Carl may be very good in a certain field, but he was unable to deliver for me, and ultimately, it cost me £395.00."
"My accountant recommended this company because I needed professional advice on my self invested pension scheme. I spoke to Barry Ross who is a financial advisor and he was helpful. He gave me good advice and I am pleased to say I have sorted out my problem. The reason for the 5 star review is he went above and beyond what you would normally expect. He is good at his job, honest and I would definitely recommend him."
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