Carter Financial Services

I have worked as a Mortgage Advisor in Weston Super mare for almost 20 years so I would consider myself one of the most experienced mortgage brokers in the area. I am able to utilise this experience to help new and existing customers purchase homes, remortgage or solve more complication situations.

Once you've bought your home, it's just as important to protect yourself and your family from any financial risk in the future. It is commonly used to cover interest - only mortgages, where the capital owed remains constant throughout the mortgage term. The lump sum is paid out if death occurs before the policy ends. Term assurance has no surrender value after the policy is ended. We provide financial advice to both individuals and businesses on a commission or fee basis, our first meeting is free of charge.

At Carter Financial Services, our pension service is designed specially to meet your needs and current position these include providing you with a review of your pension, advice on consolidating your pensions, we can also provide pension planning for business owners. In order to achieve future plans and aims action needs to be made ahead of time.