What our clients say

John Beauchamp

I have worked with Jody for the last 6 years.  This period includes my preparation for and the transition into the retirement that I am currently enjoying.

Jody takes the time to understand what is important to me and his knowledge and expertise has been invaluable in guiding me to through this stage in my life. Currently the tax planning is very important to my situation.

It’s great to have someone I can trust with my financial affairs and I look forward to continuing working with Jody in the future, confident that we have a solid but flexible plan.

 

Nicholas Hyde

I have always found the advice from Summit excellent, and have total confidence in their ability to manage my Pension Funds to my best advantage.

Joanna Prentis

“Jody is so patient with me, which I really appreciate.  He is very thorough with his accounts and explains everything clearly in a concise and simple way as we wade through a mountain of paperwork , much of which is dictated by law.  Jody is also most pleasant and courteous in all my dealings with him.  Therefore I would thoroughly recommend Jody as a Chartered Financial Adviser.”

June 2020

Terry & Angela Edwards

“The personal touch is an important aspect to us in our dealings with Summit.  We would like to thank you for all your help since the company was set up.  We look forward to our meetings which are always conducted in a caring and professional manner, and feel that any financial decisions are made with a thorough understanding of our needs and changing lifestyle requirements.  We count you as a trusted friend.”

October 2019

Glen Nicholls

I would like to say that Jody Burns has given me sound advice over a number of years.  He has allowed me to stop having sleepless nights with his easy to understand information.  I trust Jody like one of my family.

Jane Broom

I am ever so pleased with everything that Andy and Jody have done for me.  I know that I would not be as wealthy if they were not looking after my finances.  I am very happy with how Jody is now looking after everything, I am very lucky to have someone I can trust.Mrs Broom

Patricia

I have been with Summit Financial Planning Ltd for about eighteen months on the recommendation of a friend.  

I have met with Jody Burns, Managing Director, and Jon Briggs on a number of occasions and have been provided clear comprehensive, non-patronising advise, which has enabled me to make financial decisions that I am happy with.

A thorough spring clean of my financial portfolio has eased my worries considerably.  

I have been offered useful suggestions in relation to my portfolio in terms of risk. 

The handling of my portfolio has given me confidence that I am receiving concrete up to date financial advice, while respecting my wishes.  

Kellie, Jody’s Administrator, has also been very helpful reminding me of various things. 

All in all, I am very happy with the services of Summit.

Patricia

 

Steve Jones

Jody’s holistic approach to wealth management has been of great benefit. As well as giving good advice on pension investment, he has prompted a number of other ideas and been a good sounding board for some other investments we have made, leading to diversification and setting up other investment/income streams for the immediate and long-term future. We are much happier that our future wealth has a brighter outlook and is better balanced towards being in our own hands.

Some of the concepts and ideas that Jody has introduced have been of great use and importance in shaping our thinking and attitudes. I have enjoyed learning more about these and educating myself in new areas.

Louise Lee

“I am confident that as always “Summit” will continue to look after my best interests.  Thanks to Managing Director, Jody Burns, and his team.”

June 2021

Jane Harris-Matthews

“We have benefited from advice on the investments of three generations of our family and have every confidence that Summit will meet our future needs. With Jody’s advice and reassurance we have been able to fund our daughters at university and retire to enjoy as much travelling as we can.”