Jody William Burns, CFP® MCSI RLP®


Managing Director
Summit Financial Planning LTD
160 Aztec
Aztec West
Bristol, BS32 4TU
UK, England
Phone: +441454629644
Email: jody@summitfp.co.uk
Website: https://www.summitfp.co.uk
Training: Active Registered Life Planner more info

Specialties
Retirement planning, investments, tax planning and estate planning.

Ideal Clients
Clients close to or in retirement.

Qualifications
Registered Life Planner Chartered Wealth Manager Certified Financial Planner

RLP ® Since
2019

Industry Start Date
2000