Carl Summers Financial Services Information

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. Carl Summers Financial Services is an appointed representative of The Openwork Partnership, a trading style of Openwork Limited which is authorised and regulated by the Financial Conduct Authority. YOUR HOME MAY BE REPOSSESSED IF YOU DO NOT KEEP UP REPAYMENTS ON YOUR MORTGAGE The value of investments and any income from them can fall as well as rise and you may not get back the original amount invested. Approved by The Openwork Partnership on 08/02/2024