Carl Summers Financial Services - Newport

Address: 1, Carl Summers Financial Services, Abbey Court, High St, Newport TF10 7BW, United Kingdom.
Phone: 1952815930.
Website: summersheaney.co.uk.
Specialties: Financial consultant, Insurance broker, Mortgage broker.
Other points of interest: Wheelchair-accessible entrance, Wheelchair-accessible toilet, Toilets.
Opinions: This company has 15 reviews on Google My Business.
Average opinion: 4.8/5.

Location of Carl Summers Financial Services

1952815930

Carl Summers Financial Services, located at Address: 1, Carl Summers Financial Services, Abbey Court, High St, Newport TF10 7BW, United Kingdom, is a well-established financial consultancy firm that has been providing a range of financial services to its clients for many years. The company specializes in financial consulting, insurance brokerage, and mortgage brokerage.

When you visit Carl Summers Financial Services, you will be greeted by a team of professional and knowledgeable staff who are dedicated to providing you with the best possible advice and solutions to meet your financial needs. The company's wheelchair-accessible entrance and toilet facilities make it easy for everyone to access their services, and their convenient location in the heart of Newport makes it easy to reach by public transportation or car.

One of the key features of Carl Summers Financial Services is their personalized approach to financial consulting. They take the time to get to know each of their clients and their unique financial situations, and then provide customized advice and solutions to help them achieve their financial goals. Whether you are looking to invest for the future, protect your assets with insurance, or purchase a new home with a mortgage, Carl Summers Financial Services has the expertise and experience to help you make informed decisions and achieve your goals.

In terms of their insurance brokerage services, Carl Summers Financial Services offers a wide range of insurance products from leading providers. Their knowledgeable staff can help you find the right insurance policy to protect your home, car, business, or other assets. They can also provide advice on life insurance, critical illness insurance, and other types of personal insurance to help you protect yourself and your loved ones.

In addition to their financial consulting and insurance brokerage services, Carl Summers Financial Services also offers mortgage brokerage services. They have access to a wide range of mortgage products from leading lenders, and can help you find the right mortgage to suit your needs and budget. Whether you are a first-time homebuyer or looking to upgrade to a new home, Carl Summers Financial Services can provide the expert advice and guidance you need to make informed decisions and secure the best possible mortgage deal.

Carl Summers Financial Services has received many positive reviews from their clients, with an impressive average opinion: 4.8/5 based on 15 reviews on Google My Business. Many clients have praised the company for their professionalism, expertise, and personalized approach to financial consulting.

Reviews of Carl Summers Financial Services

Carl Summers Financial Services - Newport

Matthew A

5/5

Always great service. I have used Carl Summers Financial Services for 16 years now mainly for insurance policies and mortgages. Carl helped myself and my family deal with insurers when I was critically ill in 2023 and had had very good results. I would not go anywhere else.

Nick F

5/5

Used Carl Summers to get our first mortgage, Carl is great and talked us through the process step by step. He was recommended to us by several friends who had also had a good experience.
Found us a great rate and reapplied several times as rates lowered through the house buying process. All very friendly and great communication. Will be back!

martin smith

5/5

I would just like to say a big thank you to Carl Summers Financial Services and especially Gemma Harrison-Whitehead who handled our initial mortgage and recent re mortgage with great knowledge and commitment. Gemma provided a top quality service throughout.
Many Thanks
Martin and Jo

Tim Preston

5/5

Carl has been our go to man for over 20 years now with anything mortgage or insurance related, Carl has never let us down and he's always been super helpful.

Would highly recommend.

Jools Caddick

5/5

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!

Mylo Jarman

5/5

Was recommended CSFS by a colleague at work.

Emma was my first advisor - she was fantastic: supportive, attentive and very knowledgeable when it came to answering questions. However she has since left the business.

Upon her departure, Matt took over my case and was just as brilliant. Very supportive and had no issues explaining things to me that i was unfamiliar with, as I was a first time buyer. Also supported when it came to finding home insurance - he put me in touch with his colleague, Simon.

Simon who organised my home insurance was super friendly, concise and proactive in communicating to me what each level of cover was providing, and allowed me to make my own decision without pressure to choose something that net them a bigger commision.

Reuben was also very proactive in chasing my solicitors who were unresponsive and unhelpful at points in the process, which I'm very grateful for.

All in all a very positive experience in all aspects, and will be returning to them when my fixed rate comes to an end. Thanks to all - your efforts were all very much appreciated! An overall positive experience for a first time buyer!

Nelson Tsang

5/5

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

Cjm Retro

2/5

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.