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Finanical planning made personal

We are
Summit Financial

Crossing borders, reaching new horizons, and uncovering untapped potential – these are all ways we can help you achieve your financial goals. We help people achieve their life’s goals through understanding, planning, and advice. We help clients with ties to the UK and Australia make the most out of the opportunities that come with living in Hong Kong.

How do we do that?

1

Understanding

Find out how we unlock the potential of your finances to create a future you want to live in.

2

Planning

Discover how we achieve client outcomes through advice and our comprehensive range of solutions.

3

Advice

The first step in every journey is the hardest; let’s take yours today.

A few kind words from some of our happy clients.

Retirement planning, financial stability and repatriation are all complex issues, difficult to track of and easy to put off to another day.  Advice provided to me for these and more has been outstanding. Taking time to dig deep into my needs and plan for the future provided a smooth transition back to the UK. The solid advice continues for myself and family and I would wholeheartedly recommend them to anyone. 

Robin Tozer, Licensed Aircraft Engineer

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Address

1/F Henley Building

5 Queens Road Central

Hong Kong SAR

Email

info@summitfinancial.asia

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The ‘St. James’s Place Partnership’ and the titles ‘Partner’, ‘Adviser’, ‘Partner Practice’ or any variations thereof are marketing terms used to describe representatives of the St. James’s Place Group (‘SJP Group’).
St. James’s Place (Hong Kong) Limited (‘SJPHK’), is a licensed Insurance Broker Company regulated by the Insurance Authority (’IA’), a Licensed Corporation regulated by the Securities and Futures Commission (’SFC’) and a Principal Intermediary registered with the Mandatory Provident Fund Schemes Authority (’MPFA’) in Hong Kong.
IA Licence No. FB1075. SFC Central Entity No. AAV439. MPFA Registration No. IC000852.
SJPHK is part of the SJP Group. Members of the St. James’s Place Partnership in Hong Kong are appointed by SJPHK to act in a licensed and regulated capacity and may facilitate business with other companies within the SJP Group.

© 2024 by Summit Financial, a Partner Practice of St. James's Place (Hong Kong) Limited

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