A local firm of financial advisers has appointed a highly experienced industry figure to its team, as part of an ongoing period of expansion.
Newport-based Carl Summers Financial Services has welcomed David Brown to its team of financial advisers as a mortgage and protection specialist.
A member of The Personal Finance Society, David has more than 17 years’ experience within the financial industry, working for banking giants including Barclays and Lloyds TSB, as well as insurance provider, Aviva. In his new role, David will work alongside a broad mix of clients, ranging from first-time buyers to established homeowners, providing advice on mortgages and personal insurance, , income and mortgage protection, as well as estate planning, which is becoming a vital part in day-to-day financial planning.
David Brown said: “I am delighted to have joined a firm with a reputation as strong as Carl Summers Financial Services. The team is dedicated to providing ethical and credible advice to its clients, principles I share myself. I look forward to helping the business continue to grow and expand over the years to come, and developing my professional relationship with its wide portfolio of clients.”
Carl Summers, Partner at Carl Summers Financial Services, added: “David is a very welcome addition to our team, and his wealth of experience and substantial expertise will be a huge asset to our much- valued clients. We pride ourselves on providing the best possible advice and support, and welcoming such an established and talented individual will further strengthen our offer.”
