Expert Financial Advice
Independent mortgage and protection advisers covering Swansea, Neath,
Skewen, Port Talbot and South Wales with over 15 years experience.
Our Services
Mortgage Guidance
We bring over 15 years of proven industry expertise
in advising clients on the right approach.
Friendly Assistance
We’re famous for our friendly, personal help
with every area of your financial affairs.
Mortgages
We are whole of market mortgage advisers and arrange all types of mortgages including those for first time buyers, people planning to move home or to re-mortgage their property as well as for the buy-to-let market. The Financial Conduct Authority do not regulate most forms of buy to let mortgage.
Protection
We deliver more to our clients by crafting bespoke protection solutions that reflect the individuality of your specific lifestyle needs at the best possible price.
Commercial Finance
Most businesses turn to their bank to raise commercial finance; but are sure that the advice you are getting is independent and impartial.
Sports Insurance
Anyone involved in an individual sport that carries a certain amount of risk should think about the areas of potential concern.
About Us
We have over 15 years of experience in providing expert, independent whole of market mortgage and protection advice for both individuals and businesses. Our team of experienced consultants ensures you receive the latest up-to-date advice and guidance. Read more about Carter Lee Financial Services
Frequently Asked Questions
What kind of financial advice do you provide?
We provide a full turn-key range of financial advice to both individuals and businesses alike. Our services can be broken down into three specific categories:
- Mortgages for first time buyers, home movers, buy-to-let options and re-mortgaging.
- Protection ranging from buildings and contents insurance, medical and life assurances and policies and plans for businesses.
- Commercial finance options.
Are there any costs or obligations to an initial consultation?
For mortgage advice we can charge a fee of up to £495 and we can receive commission from the lender. Typical fee payable is £295. Your home may be repossessed if you do not keep up repayments on your mortgage.
Can you provide us with ongoing guidance and advice?
We work with all our clients, individuals and businesses, on an ongoing basis, reviewing all policies and plans as well as looking at alternative options as your circumstances change.
For expert Financial advice you can trust Carter Lee