Carter Lee provides expert advice to individuals and businesses on key financial matters including mortgages, protection and commercial finance.
We are passionate about mortgage and protection and our client base includes a wide spectrum of individuals looking at the best way to maximise their money and protect their family and home through to business owners looking for finance and business-related insurances.
We are committed to our clients by delivering excellent service and unbiased advice.
First-Time Buyers
At Carter Lee we understand that buying your first property can be an exciting but daunting prospect.
Home-Movers
As a home owner you will probably have been through the mortgage and house buying process already.
Re-Mortgaging
Re-mortgaging involves switching your mortgage to a new product with a new lender.
Buy-To-Let
A buy-to-let mortgage (also known as an investment mortgage) is designed for borrowers.
Life Insurance
It’s important to protect you and your family against life’s uncertainties through insurance schemes.
Critical Illness
A Critical Illness plan is designed to pay out a lump sum on the diagnosis of certain specified illnesses.
Income Protection
An Income Protection plan is designed to pay out a regular income in the event that you may be unable to work.
Accident, Sickness & Unemployment Cover
Accident, Sickness & Unemployment insurance (ASU), sometimes referred to as mortgage payment protection.
Building & Contents Insurance
If you have a mortgage, your lender will insist that your property (and their security) is protected.
Business Protection
We offer a refreshing approach to arranging business insurance by taking the confusion and complexity out.
General Insurance
General insurance or non-life insurance policies, including auto mobile and home-owners policies.
Private Health Insurance
A healthy business is a thriving business. If you get sick or injured, you’ll want to know that you will be looked after.
Mortgages
We are able to arrange all types of mortgages including those for first time buyers.
Protection
We deliver more to our clients by crafting bespoke protection solutions that reflect your lifestyle needs.
Commercial Finance
Most businesses turn to their bank to raise commercial finance as it seems the most obvious route.
Sports Insurance
Anyone involved in an individual sport that carries a certain amount of risk should think about the areas of potential concern.
Equity Release
Equity release refers to a range of products letting you access the equity (cash) tied up in your home if you are over the age of 55.
