Open 9:00 - 17:00 Mon - Fri

Protection & Insurance

We deliver more to our clients by crafting bespoke protection solutions that reflect the individuality of your specific lifestyle needs.

Through our contacts with a wide bank of providers, we strive to ensure that the policies we source work as hard as possible to protect your home, your family or your business assets.

Critical Illness Cover
Life Insurance

Critical Illness Cover

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Our Life Critical Illness Guide Critical Illness Cover Reasons to review your Critical Illness Situation You don’t have it. Many people leave it until it’s too late or very expensive when it comes to Critical Illness. If you develop a health condition you’ll find it extremely difficult getting cover. save […]

Income Protection
Life Insurance

Income Protection

Byafoligno_carterlee

Income Protection Stats 1 in 4 people successfully claim on Income Protection in the UK. fRACTURE COVER INCLUDED Some providers offer Fracture Cover for free or for a small fee. See our guide. *This can even cover dangerous contact sports like MMA, Rugby, Motocross and more. hospitilisation benefit Some providers […]

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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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Carter Lee Financial Services Ltd is an appointed representative of The Right Mortgage Limited, which is authorised and regulated by the Financial Conduct Authority.

The information contained within the website is subject to the UK regulatory regime and is therefore primarily targeted at customers in the UK.
Should you have cause to complain, and you are not satisfied with out response to your complaint you may be able to refer it to the Financial Ombudsman Service, which can be contacted as follows
The Financial Ombudsman Services
Exchange Tower, London, E14 9SR

Tel: 0800 023 4567 or 0300 123 9 123 www.financial-ombudsman.org.uk

Carter Lee Financial Services Limited
Registered in England and Wales No. 08979997
Registered Address: 174 New Road, Skewen, Neath SA10 6HD

©2016 Carter Lee Financial Services. All rights reserved.
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