About the Business

Once you've bought your home, it's just as important to protect yourself and your family from any financial risk in the future. It is commonly used to cover interest - only mortgages, where the capital owed remains constant throughout the mortgage term. The lump sum is paid out if death occurs before the policy ends. Term assurance has no surrender value after the policy is ended. We provide financial advice to both individuals and businesses on a commission or fee basis, our first meeting is free of charge.

At Carter Financial Services, our pension service is designed specially to meet your needs and current position these include providing you with a review of your pension, advice on consolidating your pensions, we can also provide pension planning for business owners. In order to achieve future plans and aims action needs to be made ahead of time.

Location & Hours

Boulevard

Weston super Mare, BS23 1NR
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