What our clients say

Patrick Bisley

“My wife, Lorna, and I were originally guided by Andy Hodson in the investment of our capital.  After he and Jody Burns went into partnership together in Summit Financial Planning Ltd.  We continued to benefit from his in-depth knowledge the investment world.  After Andy’s semi- retirement, we have continued to receive the same level of excellent advice from Jody.

I have no reservations what-so-ever in recommending Jody and the excellent team at Summit, to anyone seeking a high level of professional financial advice.”

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.”

 

Client, Retired Solicitor, Oxford

“We found the annual meeting extremely helpful.  Jody led us in a very clear manner, to a better understanding of the funds we have and how we should view performance of those funds.  His financial recommendations were, as always, logical and sound, but more importantly they were entirely based on our particular situation and our family’s aspirations and needs.

I do feel that the “softer” parts of Jody’s advice in these meetings are some of the most valued.  We are entitled to take for granted that an IFA will be expert in co-ordinating management of our savings and will keep on top of tax issues, etc., but Jody goes far beyond these technical aspects.  Even for those of us fortunate enough to have saved quite substantial amounts for our retirement, there is still a feeling of insecurity, a feeling that we should not spend the money we have saved on enjoying retirement now it has come, in case we are left unable to pay bills in the future.  That is what Jody addresses so successfully.  His understanding of our hopes and fears, his encouragement and assistance in achieving those hopes and seeing the fears as groundless, are hugely appreciated.”

Richard & Christina Geering

“When we first met Jody we were surprised at the amount of detail he asked us to provide, both on our present lifestyle and on our future aspirations. It quickly became clear that this was typical of Jody’s great attention to detail, which he then projected into a financial plan for our future. He listened carefully to what we were hoping to achieve, produced some detailed financial plans and patiently clarified some of the concepts that we did not, at first, take on board. He has widened our horizons and given us confidence to embark on some projects we had not previously thought possible. We very much look forward to our meetings – Jody is very personable and we are confident that if we need to discuss some points again, he will carefully do so. We are very happy with the thought he has given to our circumstances, and also pleased with the help we have had from Jon. We feel that our financial future is safe under Jody’s care and guidance.”

Tessa Jones

“I have found Summit give me reliable friendly professional advice and support over a long period of time.”

February 2019

Kim & Kay Edwardes

“Jody and his team have provided us with excellent service over many years. His advice is always clear and concise and he takes great trouble to ensure that we understand everything before making decisions. We would not hesitate to recommend Summit to anyone who requires a professional and trustworthy service in financial planning and ongoing management.”

October 2019

Tom & Celia Phipps

“The company has considered our personal circumstances fully and given us comprehensive information to make the most of our investment opportunities. We heartily recommend Summit Financial Planning Ltd.”

Lucy Smith

“At a time of great family trauma, due to my mother moving into a care home, we used Jody and his associates to give us financial advice and to invest her money to help secure her future.    Over seven years the advice he gave us and the prudent investments he made on our behalf were first class.”

Maureen Williams

“I was introduced to Summit Financial Planning soon after I was widowed. They have enabled me to make the most of my investments and savings by their constant advice. I have found it invaluable to be able to contact them so easily and they will always answer my financial queries however small they might be.  All the staff are very understanding and friendly, and too willing to put you at ease.”

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 advice, 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 my confidence that I am receiving concrete up to date financial advice, while respecting my wishes.

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