Summit Financial Planning aims to really listen to clients
to understand what their financial needs and
objectives are for their family, business & future.
We work with them to help make these
objectives a reality by laying down an achievable
& flexible financial roadmap
An extremely important part of our philosophy is to make pensions,
investments and protection cover simple and easy to understand for our clients.
We appreciate that financial products can be very confusing and complex,
so we speak in a language clients can actually understand.
SOME OF OUR SERVICES
PERSONAL PENSION PLAN
This is a private pension structure available to the self-employed individual or to those in non-pensionable employment.
Read More >INVESTMENT STRATEGY
When working with clients we develop an investment strategy suitable to their individual needs by taking certain factors into consideration.
Read More >WHAT IS FAMILY PROTECTION?
There are many different ways of putting in place family protection, depending on exactly what it is that you are trying to protect.
Read More >