Impartial, Independent Financial
Planning Services

Tailored to You

About Summit Wealth Management

Working for the client to create a financial plan aimed to provide the best outcomes.  Whether putting together an investment, pension, mortgage or insurance policy; the solution will always be one that is optimal for the client.  This is the fundamental reason a client seeks to use an Independent Financial Advisor!

Holistic Planning Services provided

  • Investments – after assessment from the whole of the market with tax-efficency in mind.
  • Pensions– after assessment from the whole of the market
  • Residential mortgages – after assessment from the whole of the market
  • Buy to Let Mortgages – after assessment from the whole of the market
  • Lifetime Mortgages – after assessment from the whole of the market
  • Protection i.e. Insurance policies after assessment from the whole of the market

Our Guarantee

Repetition aside, it is of paramount importance the whole of the market is assessed, to achieve the optimum outcome(s) for the client every time. Summit Wealth Management’s dedication is to provide a service that truly is client-centric.