What our clients say
Laurie & Jan Keen
“I have been a client of this company since its formation, dealing first with Andy Hodson, and on his semi-retirement, transferring to Jody Burns.
During this time I have always been entirely satisfied that I have received the best possible service in the shape of independent, well-informed and well-researched advice. I am convinced that I could not have been better served by any of the “big boys” of the financial world.
I have been particularly impressed by the constant attention to my portfolio of investments, resulting in changes of fund managers, where it has been able demonstrated to me that such changes are warranted in my best interested.
Comprehensive financial reports and regular meetings are part of the service, when Jody always displays in depth knowledge of his subject, and endless patience with an aging client.
I would have no hesitation in recommending this company. “
Roy & Mary Barton
Jody at Summit has been looking after us for a number of years, we trust his judgement and we wouldn’t hesitate in recommending him.
He is considerate of our circumstances and caring.
Summit provide a broader service than most by making sure that all aspects of financial planning, including wills and powers of attorney are up to date.
Each year at the time of our review we are given a forecast of what our portfolio could look like in the future with examples of investment growth.
Most importantly, the outstanding service given by Summit and his team gives us peace of mind.
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.
I was introduced to Summit Financial Planning Services 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 of the staff are very understanding and friendly, and too willing to put you at your ease.
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.
I first met Jody in 2008, and since then he has transformed my financial planning, so that I now have a clear idea of what to expect in retirement and how to get there. The advice he gave me at our first meeting was invaluable and since then, my pension pot has continued to benefit from his expertise and the capability of Summit Financial Planning.
William Llewellyn, MBE
“Andy Hodson has been such a calm and sensible help to us over these years.”
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.”
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.
“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.”