Carl Summers Financial Services

Carl Summers Financial Services We are a team of Financial Advisors who together, aim to provide comprehensive solutions, presented in a straightforward manner for your financial future.

Approved by The Openwork Partnership on 16/12/2025 Mortgages:-
Carl Summers Financial Services offers a bespoke service backed up by a dedicated administrative team. We will offer you Advice and make recommendations to help you decide which Mortgage product is right for you. We aim to recommend products; not only addressing your existing needs but also solutions tailored to your future expectation

s. A fee of £395 is payable on all mortgages. This is paid after we have researched your situation and recommended a solution, but before any application is made to a Bank or Building Society


YOUR HOME MAY BE REPOSSESSED IF YOU DO NOT KEEP UP REPAYMENTS ON YOUR MORTGAGE. Insurance & Protection:-
What are the most important things in your life? What if they were taken away from you? From looking after your family to protecting your most valuable possessions, getting the right protection for your individual needs can be one of the most important decisions you take. Carl Summers Financial Services aim to tailor solutions to your protection needs. Products are selected to provide protection within your selected price point. Investments:-
Selecting a Financial Advisor when seeking Investment Advice and Guidance could be one of the greatest decisions you will make. Carl Summers Financial Services can offer you an Advisor to help you make the best of our changing times. Our experienced professionals recognise the importance of understanding our client's current circumstances and concerns. Challenging times should not stop you obtaining the right return from your Savings and Investments. Please remember - 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. Retirement:-
Carl Summers Financial Services can provide you with clear information on how pensions work. From how Pension can benefit your family to the tax benefits they can achieve. We can help you to be confident about decisions for your future. There are so many choices from which benefits you're entitled to, to determining the level of income you can achieve at retirement. Whether you are employed or self-employed, already have a pension or are considering starting a plan we can evaluate your needs and recommend a solution taking into account your future expectations. HM Revenue and Customs practice and the law relating to taxation are complex and subject to individual circumstances and changes which cannot be foreseen.

From all of us at Carl Summers, we would like to wish you all a very Hoppy Easter 🐰🥚
05/04/2026

From all of us at Carl Summers, we would like to wish you all a very Hoppy Easter 🐰🥚

02/04/2026
Carl Summers Financial Services is an appointed representative of The Openwork Partnership, a trading style of Openwork ...
12/01/2026

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.

Happy New Year and all the best for 2026 from everyone here at Carl Summers Financial Services
01/01/2026

Happy New Year and all the best for 2026 from everyone here at Carl Summers Financial Services

Merry Christmas from us all at CSFS
25/12/2025

Merry Christmas from us all at CSFS

A very merry time was had by us all at our CSFS Christmas Party 🥂We raised a glass to our Peter Sargeant and Simon Webb ...
08/12/2025

A very merry time was had by us all at our CSFS Christmas Party 🥂

We raised a glass to our Peter Sargeant and Simon Webb who were very much missed by us all ❤️

20/11/2025

Our Christmas Window display is now complete and we love it 🎅🏻😍

20/11/2025

Our Elves have been hard at work today making our Head Office ready for Christmas, do you think they have done a good job? 🎄🎅🏻

We had the cutest little visitor at Head Office today, everyone say hello to Mabel 😍Our Protection Administrator Sam has...
13/11/2025

We had the cutest little visitor at Head Office today, everyone say hello to Mabel 😍

Our Protection Administrator Sam has been on puppy leave this week with the newest member of her family! Thank you for coming to see us 🥰

Address

1-2 Abbey Court, High Street
Newport
TF107BW

Opening Hours

Monday 8:30am - 5:30pm
Tuesday 8:30am - 5:30pm
Wednesday 8:30am - 5:30pm
Thursday 8:30am - 5:30pm
Friday 8:30am - 5pm

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