What our clients say

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.

Camilla Murray

Jody has looked after my investments for the last 5 years and my late Mother’s investments for many years before.

I am very happy with the way he deals with my investments and I trust him implicitly.  A great weight off my mind.

Thank you so much.

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

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.

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.

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.

Emmanuel Olympitis, former Plc CEO and Chairman

“Andy Hodson has guided me in my pension planning and financial protection over very many years, more recently with the able and conscientious collaboration of Jody Burns. I would trust him with my life.”

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.

Tessa Jones

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

Alison B

Jody Burns was recommended to me by friends – I have always been grateful to them for their advice. Jody gives me the information and tools I need to make the decisions about financial planning which are tailored to my situation.

I have peace of mind and confidence that I will continue to be well advised in the future as my needs change.