Head Office

Find us at the office.

174 New Road
Skewen, SA10 6HD
info@carterleefs.co.uk

T : 01792 416260

Free Consultation

We would be delighted to answer any inquiry you might have about your financial affairs, just use the form below or choose one of the alternative methods of communication. We’re available from Monday to Friday, 9:00-17:30 to take your call.

Pick your adviser

FAQ’S

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.

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.

Carter Lee Financial Services started in 2016. Although we are proud of the wealth of experience our individual advisers hold, some have over 40 years experience in the industry. Our combination of experienced advisers and younger advisers is what provides what we believe to be the perfect formula.

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.

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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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