top of page

How we work

At its heart, what we offer our clients is long-term, goal-oriented face-to-face advice. Now that changes depending on how often you want to discuss your goals, wealth or life plans, but what remains consistent is trustworthy and responsible financial advice. See our key services below.

The value of an investment with St. James’s Place will be directly linked to the performance of the funds selected and may fall as well as rise. You may get back less than the amount invested.

Please note your home or other property may be repossessed if you do not keep up repayments on your mortgage.

Want to read more about our commitment to you? 

Get UNconventional Financial Wisdom with our fortnightly newsletter.

Sign up for regular, bite-sized, and tangible advice to help you stay the course.

Thanks for subscribing!

By submitting this form, you hereby give consent to St. James’s Place to collect, use and disclose your personal data in accordance with the St. James’s Place Privacy Policy, which is available here, and which you have read and understood. You further understand that the personal data provided is meant to allow St. James’s Place to send you the marketing material that you have agreed to receive, contact you for a non-obligatory consultation and/or to address your enquiry.

Address

1/F Henley Building

5 Queens Road Central

Hong Kong SAR

Email

info@summitfinancial.asia

Social

LinkedIn

About Us

How we work

Services

Contact

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

bottom of page