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.”

 

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

Mehri Ebrahimi-Mehr

“Jody and Andy have always looked after me just as I would wish with complete discretion – they have been wonderful and we have become good friends. I would always turn to them for advice.”

Michael Rawcliffe

“Since I have been receiving financial planning advice from Summit, I have been delighted with both the returns made on investments through Summit and also with the high level of personal service received from all of Summit’s personnel.

I particularly value my regular meetings with Jody Burns when I am presented with both a snap shot of my actual current financial position and also a projected one far into the future.

Equally importantly there is the opportunity to discuss alternate strategies that are available in order to ensure the route we are planning is the one that remains the best one for us.

I wouldn’t hesitate in recommending the team to anyone contemplating their requirements for financial planning advice.”

Barbara Morris

“Summit Financial Planning have been enormously helpful to me in sorting out my finances in retirement.  They are meticulous in ascertaining my needs and wishes, and thorough and painstaking in ensuring I understand the risks and benefits involved in their recommendations.  They are at all times friendly and helpful, and I would thoroughly recommend them.”

July 2020

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

Sue & David Young

“Jody and his team have provided us with great service over the past years. At our annual meetings he explains all points succinctly and makes it easy to understand. I cannot recommend Summit Financial Planning Ltd enough.”

February 2021

Dave and Gill Lindsay

“I have been with Jody shortly after he started Summit and have been pleased to see both his company and my pension grow.  He has always given me good advice; my wife and I have a yearly catch-up meeting which feels more like catching up with a family friend to discuss how my investments are performing and any adjustments to be made, if any.”

March 2022

David Brankley

“Jody and his team have looked after my pensions and investments for many years and I have always received first class service from them.  I have confidence in their expertise and advice and I wouldn’t hesitate to recommend their services.”

January 2022

Tessa Jones

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

February 2019