Our team

Stuart’s career in financial services began in 2011, soon after graduating from University. Following a brief spell living and working in the UK he moved to Shanghai, having always had a desire to work internationally. After five years in Shanghai, and a further four heading up the office in Beijing, in 2019 Stuart moved to Hong Kong with his wife Kitty where he established Summit Financial. A self-confessed tax, trust, and pensions geek, Stuart has specific expertise in helping UK linked individuals to plan for their future. He loves being able to help others plan for a life that they might not have thought was possible, and then supporting them on the journey to get there.

Nick is a seasoned financial adviser with nearly 30 years of experience as a Partner at St. James’s Place, where he has dedicated his career to helping clients achieve and secure the financial lives they desire through effective financial planning. Born and raised in Kenya, Nick later moved to Australia before making Hong Kong his home in 1994. His diverse background enriches his understanding of the financial needs of expatriates, particularly those from the UK and Australia. As one of St. James’s Place’s longest-serving Partners, Nick provides a comprehensive range of services, including savings and wealth accumulation, tax mitigation, investment advice, and planning for retirement goals and education fees. Nick prides himself on his ability to simplify complex financial matters, making them accessible and understandable for his clients. Alongside his work with SJP, Nick is on the Fred Hollows advisory committee, an organisation that aims to end avoidable blindness. Nine out of 10 people who are blind don't need to be. Nick’s contributions don’t go unnoticed; he was recently awarded the Spirit of the Partnership award in 2023, highlighting the significant impact in the lives of those he advises by helping clients navigate the often daunting world of finance with confidence and clarity.

Most people say they are “too busy” to deal with their investments. In Hong Kong in particular, this can turn into a real problem for your financial future. Eleanor's experience of working for international banks in Hong Kong over the last 18 years has inspired her to help people define and achieve their dreams. She's worked for all kinds of finanical institutions, including Australian banks and helping expats plan their finances. She can help you set and reach your goals, while ensuring that you are in control of your money every step of the way. Your approach to finances should evolve as your career and family grows and changes. Forming a financial plan is one of the most important and empowering steps you will take, and Eleanor am proud to provide friendly, honest, easy-to-understand and face-to-face advice service tailored to your individual circumstances. Eleanor also operates as the Financial Empowerment Group.

A Hong Kong local, May has worked in the financial services sector in the city for over 15 years. She is the glue that holds the team together, supporting advisers, helping with administration, and processing client requests quickly and efficiently.

Joe grew up in London and fell in love with Hong Kong whilst visiting in 2015. Reluctant to leave his new favourite city, he became the general manager of a hotel restaurant. After almost a decade of late-night finishes, he moved to London to study a business degree, before returning to Hong Kong to complete his Masters. Joe joined Summit Financial in 2021 and quickly established himself as a core member of the team. Joe loves to help his clients in Hong Kong plan for life’s big events. Joe says "I love what I do. I get help and provide great service to my clients, which is what I've trained to do for the last decade. Only now I can help them in areas which I feel truly matter for their future."

Nancy has been a trusted figure in the financial services industry for over 30 years, bringing a wealth of experience and knowledge to every role she has had. After taking some well-deserved time off to travel and explore new perspectives post-Covid, Nancy joined Eleanor as Practice Manager in September 2024. In her current role, Nancy works side by side with Eleanor to ensure the smooth day-to-day running of the practice. From managing workflows to overseeing client relationships, she plays an integral part in making sure everything functions efficiently and effectively. Her attention to detail, strong organisational skills, and a desire to find new challenges makes her an invaluable asset to the team.