What our clients say

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.

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.

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.”

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.

Rachel

When the state pension age was raised I found I’d have to work an extra six years. I’d never have dared to retire four years in if Jody hadn’t reassured me I could afford it. I’m delighted to have this unexpected freedom.

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.

 

Tony & Janet Flake

We have been clients of Jody for several years now, and have been extremely impressed with the way Jody and the team has helped us to manage our personal finances and plans for our future. At our meetings Jody takes the time to fully explain our financial position and gives us clear financial guidance personalised to our circumstances and future plans. We trust him and are confident that he is acting in our best financial interests.

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.

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.”

Janet Presley

Having been a client with Summit F.P. since its inception, I can fully recommend the advice given in general and the help and support received with the more complicated requirements.

The service is prompt, reliable, considerate and friendly. Essential for all my financial needs.