Company Information

Get to know Carl Summers Financial Services

Carl Summers Financial Services is an independent financial advisory firm dedicated to helping clients achieve their financial goals through personalized strategies. Established to provide comprehensive wealth management, their services include financial planning, investment management, retirement planning, and guidance on pensions and ISAs. The firm emphasizes building long-term relationships with clients, offering bespoke advice tailored to individual circumstances and objectives. They are authorized and regulated by the Financial Conduct Authority (FCA) as an Appointed Representative of ValidPath Limited.

Industry

Financial Wealth ManagementPRIMARY
Financial Other Service

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Carl Summers Financial Services

United Kingdom

Founded in

1993 (33 Years)

Founded

Last online: No recent activity

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OVERALL SCORE

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TrustFinance is not a licensed financial advisor and is not affiliated with any financial institutions in your region. We encourage you to do your own research before making any investment decisions.

BridgerPay

(180 reviews)

Cyprus

2017

(9 years)

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Security Information

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This company is currently Unproved.

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License

A Grade License

Issued by globally renowned regulators, these licenses ensure the highest trader protection through strict compliance, fund segregation, insurance, and regular audits. Dispute resolution and adherence to AML/CTF standards further enhance security.

B Grade License

Granted by respected regional regulators, these licenses offer robust safety measures such as fund segregation, financial reporting, and compensation schemes. Though slightly less strict than Tier 1, they provide dependable regional protection.

C Grade License

Issued by regulators in emerging markets, these licenses offer basic protections such as minimum capital requirements and AML policies. Oversight is less stringent, so traders should exercise caution and verify safety measures.

D Grade License

From jurisdictions with minimal oversight, these licenses often lack key protections like fund segregation and insurance. While attractive for operational flexibility, they pose higher risks to traders.

TrustFinance is not a licensed financial advisor and is not affiliated with any financial institutions in your region. We encourage you to do your own research before making any investment decisions.