OUR COMPANY

Carter Lee Financial Services

Carter Lee was set up in 2016 by experienced Mortgage & Protection advisor, Lee Saunders. Lee has worked in the industry for over 15 years across a variety of organisations and in different roles.

Lee has subsequently supported and guided hundreds of individuals and businesses in securing the right mortgage, protection or commercial finance deals available in the UK. Lee is passionate about finance and helping people make the most out of their money.

Lee and the Carter Lee team of consultants offer a round-the-clock service to all clients and can accommodate initial meetings and reviews at the location most convenient to the individual or business owner.

Carter Lee’s fee structure is highly competitive and for some, specific financial products fees are not applicable.

Having worked principally in the local market, Lee has built exceptional relationship with local businesses including banks, building societies and estate agencies.

The range of services include specialist advice on all types of mortgages and protection/insurance through to commercial finance options.

Carter Lee undertakes mortgage and finance broking and is not a lender.

OUR TEAM​

Our Advisers

Our Mortgage & Protection experts will start by arranging an informal meeting to discuss your general requirements and concerns. This allows us to gain a better understanding of your situation and to assess the areas in which we can be of assistance. It is also an opportunity to learn more about Carter Lee Financial Services and the services we offer.

Morgan David

Protection Adviser

John James

Mortgage, Equity Release & Protection Adviser

Lee Saunders

Mortgage Adviser, Owner & Director

Stuart Ackery

Mortgage & Protection Adviser

Ashley Price

Mortgage & Protection Adviser

Christian Beynon

Mortgage & Protection Adviser

Jim Holland

Mortgage & Protection Adviser

Neville Gillasbey

Mortgage & Protection Adviser

Ian Davies ‘Staff Financial Services’

Mortgage & Protection Adviser

David Marles

Manager

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Information


Opening Hours: 9:00 - 17:00 Mon-Fri

Your Home (or property) may be repossessed if you do not keep up repayments on your mortgage There may be a fee for mortgage advice, the exact amount will be based on your circumstances and will be agreed following your initial meeting. We can charge up to £495 for Mortgages but a typical fee is £295. A fee can be up to £995 for Equity Release.

The Financial Conduct Authority does not regulate commercial finance and some forms of buy to let mortgage.

About


Carter Lee was set up in 2016 by experienced Mortgage & Protection advisor, Lee Saunders. Lee has worked in the industry for over 15 years across a variety of organisations and in different roles.

Lee has subsequently supported and guided hundreds of individuals and businesses in securing the right mortgage, protection or commercial finance deals available in the UK. Lee is passionate about finance and helping people make the most out of their money.


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