We believe that having the right financial advisor is essential to finding the right mortgage and insurance arrangements for your needs.

That’s why we have partnered with Carl Summers Financial Services. Their approach is to tailor advice to the unique needs of each individual client. They combine more than 20 years of experience with a carefully selected panel of some of the industries leading product providers.

By harnessing their connections Carl Summers Financial Services provides advice on Mortgages, Pensions, Investments and Insurance.

Gemma Harrison-Whitehead from Carl Summers Financial Services is based within our Broseley office and she is on hand to provide comprehensive solutions in a straightforward manner to help clients meet their financial goals.

Her range of services include:

Mortgages – both residential, investment and commercial to include secured lending and bridging finance. Some bridging finance and some buy to let mortgages are not regulated by the Financial Conduct Authority.

Investment purchase portfolio protection and individual tailor made protection policies for property, income and rental protection.

Insurance – buildings and contents cover, income protection, all elements of life and critical illness cover.

Onward referral for Retirement Planning and Investment advice.

Gemma’s aim is to not just provide a one-off solution to an immediate financial need, but to work with you over a longer term if desired to help you fulfil your financial goals both now and in the future.

Gemma started her financial career as a Building Society advisor in 2001. She progressed quickly to join a team of in-house mortgage advisors offering advice in all aspects of mortgage borrowing together with associated insurance advice and then secured the role of Branch Manager at the age of 25. After a 10 year career in the Building Society world, Gemma wanted to branch out into the world of intermediary advice and lending and joined the team at Carl Summers Financial Services in July 2011.

To discuss your financial requirements with Gemma in more detail, please don’t hesitate to contact her on 01952 885233 or This email address is being protected from spambots. You need JavaScript enabled to view it.

For more details on Carl Summers Financial Services, visit our website www.summersheaney.co.uk or phone 01952 815930 (Head Office)

Carl Summers Financial Services is a Credit Broker and not a lender.

Carl Summers Financial Services is an appointed representative of Openwork Ltd 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.

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Gemma Harrison-Whitehead

Property Portals