The Summit service proposition depends on our drawing together from mutually supporting individuals, firms and companies providing professional services, creating a bespoke team designed to fit each client’s requirements. We select from only those whom we have known to deliver consistent work of high quality.
The Summit Guidance Group comprises Jody Burns, Managing Director / Financial Planner and Andy Hodson, President and is responsible for assembling the specific team for each case, supervision of its performance and overall direction towards delivery of the required outcome.
The Core Support Team provides administrative and project management support and paraplanning services. The team will be involved in almost all cases.
We procure other specialist services when needed from a group of selected accountants, lawyers, stock-brokers, underwriters, tax specialists and chartered surveyors, with whom we have a close understanding, built up often over many years of working together to meet clients’ needs. They will often become long standing members of the client’s team.
This team structure keeps overheads very low and enables us to keep our charges keenly competitive, bearing in mind the access it gives to the wealth of experience accumulated over decades of providing advice. Above all it is designed to give continuity for the long term relationships we have built up and aim to maintain with you the clients.