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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: 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