With over 35 years’ experience in the banking and financial services profession, I joined St. James’s Place initially in a management capacity before becoming a fully qualified adviser within the St. James’s Place Partnership in 2003. I then moved to Burfields House Wealth Management Ltd, a Principal Partner Practice of St. James’s Place Wealth Management in 2010 prior to becoming a director in 2014.
A little more about David
In addition to my qualification to provide advice on a full range of financial services to my clients and their families, I am also a fully accredited SOLLA (Society of Later Life Advisers) Adviser and a member of Symponia who are both leaders in Later Life planning.
Finding care and paying for it is one of the most emotive times for families, and my expertise allows me to help my clients to understand the changing face of Long Term Care legislation and the benefits they are entitled to before putting in place a solution to cover the cost of paying for care, protecting inheritance etc.
Specialism and qualifications
- Paying for care fees
- Immediate Needs Annuities
- Inheritance Tax Planning
- Investment Planning
- Retirement Planning
“David Summers and the team at Burfields House have helped me to make the daunting move from my home to my care home. In putting my mind at rest about my finances and, in many hands-on practical ways, their help and support has been invaluable”
Mr A. Jones, Kent
How to contact David
Tel: 01892 770077
Web – www.77wm.co.uk
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.
The Partner Practice represents only St. James’s Place Wealth Management plc (which is authorised and regulated by the Financial Conduct Authority) for the purpose of advising solely on the Group’s wealth management products and services, more details of which are set out on the Group’s website www.sjp.co.uk/products. The St.James’s Place Partnership and the title ‘Partner’ are marketing terms used to describe St. James’s Place representatives.