Jody Burns - Financial Adviser

As a Financial Planner with True Potential Wealth Management, I’m committed to adding unquestionable value to my clients’ lives.

After reaching the summits of Mt. Blanc, Mt. Kilimanjaro and Mt. Elbrus, I knew that I would have not made it to the top of any of these if it were not for the help, support and encouragement of my guides. I believe life is also a journey to the top and I give guidance to help my clients achieve their unique and individual life goals and help them to understand how much is ‘enough’ to live their ideal life with the security of financial independence.

For me, planning for the financial future really is more than just looking at numbers; it’s the people and dreams behind the figures that matter. Whether it’s a worry-free retirement, saving for your children’s education, fulfilling lifelong ambitions, running a prosperous business or leaving a legacy to your loved ones or a cherished cause, I can work with you every step of the way.

Managing your wealth can be complex and time-consuming. I can support you by addressing all aspects of your financial wellbeing from investments, pensions, and insurance to inheritance tax planning and long-term care planning, while offering exclusive opportunities.

Through the use of True Potential’s award-winning technology, I can provide straightforward and transparent advice in a simple and convenient way, along with giving you 24/7 online access to your complete financial affairs. As a result, you will be better informed, confident and empowered to reach your financial goals.

I have worked in financial services for over 20 years. I am a Chartered Wealth Manager, a Certified Financial Planner through the Chartered Institute for Securities & Investment and a Registered Life Planner through the Kinder Institute of Life Planning. I am continually enhancing my knowledge and expertise through industry events and formal training. I relish the privilege and responsibility to be the trusted Life Planner and Financial Planner for each and every one of my unique and individual clients, and to be part of their life’s journey.

Jody Burns Financial Adviser

Areas Served

  • All of UK

Jody Burns - Financial Adviser

Jody Burns - Financial Adviser

As a Financial Planner with True Potential Wealth Management, I’m committed to adding unquestionable value to my clients’ lives.

After reaching the summits of Mt. Blanc, Mt. Kilimanjaro and Mt. Elbrus, I knew that I would have not made it to the top of any of these if it were not for the help, support and encouragement of my guides. I believe life is also a journey to the top and I give guidance to help my clients achieve their unique and individual life goals and help them to understand how much is ‘enough’ to live their ideal life with the security of financial independence.

For me, planning for the financial future really is more than just looking at numbers; it’s the people and dreams behind the figures that matter. Whether it’s a worry-free retirement, saving for your children’s education, fulfilling lifelong ambitions, running a prosperous business or leaving a legacy to your loved ones or a cherished cause, I can work with you every step of the way.

Managing your wealth can be complex and time-consuming. I can support you by addressing all aspects of your financial wellbeing from investments, pensions, and insurance to inheritance tax planning and long-term care planning, while offering exclusive opportunities.

Through the use of True Potential’s award-winning technology, I can provide straightforward and transparent advice in a simple and convenient way, along with giving you 24/7 online access to your complete financial affairs. As a result, you will be better informed, confident and empowered to reach your financial goals.

I have worked in financial services for over 20 years. I am a Chartered Wealth Manager, a Certified Financial Planner through the Chartered Institute for Securities & Investment and a Registered Life Planner through the Kinder Institute of Life Planning. I am continually enhancing my knowledge and expertise through industry events and formal training. I relish the privilege and responsibility to be the trusted Life Planner and Financial Planner for each and every one of my unique and individual clients, and to be part of their life’s journey.

Areas Served

  • All of UK

Areas of Expertise

Investment Planning

Reliable wealth management advice and the right investment strategy are crucial to securing your financial wellbeing. If you are looking to invest for income or growth, I can provide quality advice, comprehensive solutions and ongoing service.

True Potential Investments’ carefully constructed range of risk-rated funds, including the exclusive True Potential Wealth Strategy Funds, enable you to spread your investments across a wide range of asset types and fund manager styles to create a personal, diversified portfolio solution.

As a client, you will also have 24/7 access to your investments on your personal client site and the ability to top up on-the-go with True Potential’s world-first impulseSave® technology.

Retirement Planning

Regardless of where you are in life, it is important to receive expert and professional advice on your retirement plans and requirements.

Whether you need to set up a retirement plan or review your existing strategy, I can offer no-fee tax wrappers and access to world-class investment funds. Plus, I can ensure that you are taking full advantage of new pension freedoms.

In addition, our unique True Potential One® life planning tool helps you manage both the accumulation and drawdown phases of your retirement.

Protection

Protecting you and your family from unforeseen circumstances is essential now, and in the years to come.  I can provide protection cover in the various forms of life, critical illness and disability solutions as well as guidance on Inheritance Tax.

Mortgages & Borrowing

A mortgage is one of the biggest financial commitments you are likely to make in your lifetime. So, if you are a first time buyer or have a property portfolio, having the right mortgage can save you thousands of pounds. With the vast array of products and lenders, I can provide the specialist advice you need.

I offer clients the option to pay for mortgage advice by fee rather than commission.

Your home may be repossessed if you do not keep up repayments on your mortgage.

Long-Term Care

As we are all living longer, planning for your later life to ensure you are comfortable is vital.  Long-term care provision can include looking after both your medical and non-medical needs, whether that’s at home, within a nursing home or an assisted living facility.

I can provide the specialist advice you need, explain your options and help develop your personal plan.

Equity Release

Equity release is a means of releasing a tax-free lump sum from the equity locked in your home.

There are typically no monthly repayments to make. The money can be used in many ways, including assisting with the costs of living, helping grandchildren onto the property ladder, making home improvements or even travelling and seeing the world.

I can provide the specialist advice you need and explain your options.

Lifetime mortgages are complex products. To understand the features and risks, please ask for a personalised illustration.

Meet the team

My clients say...

Jody Burns - Financial Adviser

"I first met Jody in 2008, and since then he has transformed my financial planning, so that I now have a clear idea of what to expect in retirement and how to get there. The advice he gave me at our first meeting was invaluable and since then, my pension pot has continued to benefit from his expertise and the capability of Summit Financial Planning. "

My clients say...

Jody Burns - Financial Adviser

"Jody’s holistic approach to wealth management has been of great benefit. As well as giving good advice on pension investment, he has prompted a number of other ideas and been a good sounding board for some other investments we have made, leading to diversification and setting up other investment/income streams for the immediate and long-term future. We are much happier that our future wealth has a brighter outlook and is better balanced towards being in our own hands. Some of the concepts and ideas that Jody has introduced have been of great use and importance in shaping our thinking and attitudes. I have enjoyed learning more about these and educating myself in new areas. "

My clients say...

Jody Burns - Financial Adviser

"Jody has been enormously helpful to me in sorting out my finances in retirement. Jody and his team are meticulous in ascertaining my needs and wishes, and thorough and painstaking in ensuring I understand the risks and benefits involved in their recommendations. They are at all times friendly and helpful, and I would thoroughly recommend them. "

My clients say...

Jody Burns - Financial Adviser

"Having been a client of Jody's since 2008, I can fully recommend the advice given in general and the help and support received with the more complicated requirements. The service is prompt, reliable, considerate and friendly. Essential for all my financial needs. "

My clients say...

Jody Burns - Financial Adviser

"I have been a client of Jody Burns since 2012. During this period Jody has given me sound financial advice on my pensions and investments. He tries his best not to over complicate matters and gets to know his clients and their attitude to risk so that he can offer financial solutions that best suit their individual needs. "

My clients say...

Jody Burns - Financial Adviser

"Jody Burns was recommended to me by friends – I have always been grateful to them for their advice. Jody gives me the information and tools I need to make the decisions about financial planning which are tailored to my situation. I have peace of mind and confidence that I will continue to be well advised in the future as my needs change. "

My clients say...

Jody Burns - Financial Adviser

"Since I have been receiving financial planning advice from Jody, I have been delighted with both the returns made on investments and also with the high level of personal service received from all of team. I particularly value my regular meetings with Jody when I am presented with both a snap shot of my actual current financial position and also a projected one far into the future. Equally importantly there is the opportunity to discuss alternate strategies that are available in order to ensure the route we are planning is the one that remains the best one for us. I wouldn’t hesitate in recommending the Jody and his team to anyone contemplating their requirements for financial planning advice. "

My clients say...

Jody Burns - Financial Adviser

"The care, consideration, support, dedication, attention to detail, expert advice I have received has been superb. Jody has looked after my financial needs for many years. I would have no hesitation in recommending Jody and his team. Thank goodness I found you! "

My clients say...

Jody Burns - Financial Adviser

"We found the annual meeting extremely helpful. Jody led us in a very clear manner, to a better understanding of the funds we have and how we should view performance of those funds. His financial recommendations were, as always, logical and sound, but more importantly they were entirely based on our particular situation and our family’s aspirations and needs. I do feel that the “softer” parts of Jody’s advice in these meetings are some of the most valued. We are entitled to take for granted that an IFA will be expert in co-ordinating management of our savings and will keep on top of tax issues, etc., but Jody goes far beyond these technical aspects. Even for those of us fortunate enough to have saved quite substantial amounts for our retirement, there is still a feeling of insecurity, a feeling that we should not spend the money we have saved on enjoying retirement now it has come, in case we are left unable to pay bills in the future. That is what Jody addresses so successfully. "

My clients say...

Jody Burns - Financial Adviser

"I have no reservations what-so-ever in recommending Jody and his excellent team, to anyone seeking a high level of professional financial advice. "

My clients say...

Jody Burns - Financial Adviser

"The personal touch is an important aspect to us in our dealings with Jody. We would like to thank you for all your help over the years. We look forward to our meetings which are always conducted in a caring and professional manner, and feel that any financial decisions are made with a thorough understanding of our needs and changing lifestyle requirements. We count you as a trusted friend. "

My clients say...

Jody Burns - Financial Adviser

"As a widow I was uncertain where to go for financial advice and guidance. As a client of Jody's, I now feel more secure and confident about the future. Jody and the team have been patient and considerate and I wish to thank you all gratefully. "

My clients say...

Jody Burns - Financial Adviser

"I have worked with Jody since 2011. This period includes my preparation for and the transition into the retirement that I am currently enjoying. Jody takes the time to understand what is important to me and his knowledge and expertise has been invaluable in guiding me to through this stage in my life. Currently the tax planning is very important to my situation. It’s great to have someone I can trust with my financial affairs and I look forward to continuing working with Jody in the future, confident that we have a solid but flexible plan. "

My clients say...

Jody Burns - Financial Adviser

"I’ve been with Jody and his team for many years and found their help and support invaluable as I negotiated my last few years of employment and prepared for a retirement income. Since my retirement my annual reviews have helped reassure me that my financial affairs are on track. "

My clients say...

Jody Burns - Financial Adviser

"Give good clear advice and always easy to contact. Since I have been with Summit I’m very happy with the service they offer. They always have the time to listen to any issues and fully explain everything they do for me. I am very happy with the service "

My clients say...

Jody Burns - Financial Adviser

"I was introduced to Jody soon after I was widowed. Jody has enabled me to make the most of my investments and savings by his constant advice. I have found it invaluable to be able to contact him so easily and he will always answer my financial queries however small they might be. All the staff are very understanding and friendly, and too willing to put you at ease."

My clients say...

Jody Burns - Financial Adviser

"Jody and his team have looked after my pensions and investments for many years and I have always received first class service from them. I have confidence in their expertise and advice and I wouldn’t hesitate to recommend their services."

My clients say...

Jody Burns - Financial Adviser

"I have always found the advice from Summit excellent, and have total confidence in their ability to manage my Pension Funds to my best advantage."

My clients say...

Jody Burns - Financial Adviser

"When the state pension age was raised I found I’d have to work an extra six years. I’d never have dared to retire four years in if Jody hadn’t reassured me I could afford it. I’m delighted to have this unexpected freedom"

My clients say...

Jody Burns - Financial Adviser

"Excellent, professional and friendly service with successful results. I wouldn’t hesitate to recommend Jody."

My clients say...

Jody Burns - Financial Adviser

"I have been a client of Jody's since 2011. During this time I have always been entirely satisfied that I have received the best possible service in the shape of independent, well-informed and well-researched advice. I am convinced that I could not have been better served by any of the “big boys” of the financial world. I have been particularly impressed by the constant attention to my portfolio of investments, resulting in changes of fund managers, where it has been able demonstrated to me that such changes are warranted in my best interested. Comprehensive financial reports and regular meetings are part of the service, when Jody always displays in depth knowledge of his subject, and endless patience with an aging client. I would have no hesitation in recommending Jody and his team. "

My clients say...

Jody Burns - Financial Adviser

"Jody and his team have provided us with great service over the past years. At our annual meetings he explains all points succinctly and makes it easy to understand. I cannot recommend Jody and his team enough."

My clients say...

Jody Burns - Financial Adviser

"I am ever so pleased with everything that Jody has done for me. I know that I would not be as wealthy if they were not looking after my finances. I am very happy with how Jody is looking after everything, I am very lucky to have someone I can trust."

My clients say...

Jody Burns - Financial Adviser

"Jody and his team have provided us with excellent service over many years. His advice is always clear and concise and he takes great trouble to ensure that we understand everything before making decisions. We would not hesitate to recommend Jody to anyone who requires a professional and trustworthy service in financial planning and ongoing management. "

My clients say...

Jody Burns - Financial Adviser

"We have been clients of Jody for several years now, and have been extremely impressed with the way Jody and the team has helped us to manage our personal finances and plans for our future. At our meetings Jody takes the time to fully explain our financial position and gives us clear financial guidance personalised to our circumstances and future plans. We trust him and are confident that he is acting in our best financial interests."

My clients say...

Jody Burns - Financial Adviser

"I would like to say that Jody Burns has given me sound advice over a number of years. He has allowed me to stop having sleepless nights with his easy to understand information. I trust Jody like one of my family."

My clients say...

Jody Burns - Financial Adviser

"We have benefited from advice on the investments of three generations of our family and have every confidence that Jody will meet our future needs. With Jody’s advice and reassurance we have been able to fund our daughters at university and retire early to enjoy as much travelling as we can. "

My clients say...

Jody Burns - Financial Adviser

"We have enjoyed the sound and professional advice and help that is provided by Jody and his team. We have no hesitation in recommending their excellent service."

My clients say...

Jody Burns - Financial Adviser

"I have worked with Jody for the last 4 years. He is helping me in preparation for my retirement. Jody takes the time to understand what is important to me and his knowledge and expertise has been invaluable in guiding me through this stage. It's great to have someone I can trust with my financial affairs and I look forward to continuing working with Jody in the future"

My clients say...

Jody Burns - Financial Adviser

"Jody helped me set up a private pension. I am pleased with its performance. He continues to monitor the pension for me. He has also successfully advised some of my clients. "

My clients say...

Jody Burns - Financial Adviser

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My clients say...

Jody Burns - Financial Adviser

"I have been with Jody for about eighteen months on the recommendation of a friend. I have met with Jody on a number of occasions and have been provided clear, comprehensive, non-patronising advice, which has enabled me to make financial decisions that I am happy with. A thorough spring clean of my financial portfolio has eased my worries considerably. I have been offered useful suggestions in relation to my portfolio in terms of risk. The handling of my portfolio has given my confidence that I am receiving concrete up to date financial advice, while respecting my wishes. All in all, I am very happy with the services of Jody. "

My clients say...

Jody Burns - Financial Adviser

"Jody Burns has been my financial advisor for more than 8 years, and I am very satisfied with the service he and has team have provided for me in this time."

My clients say...

Jody Burns - Financial Adviser

"I am confident that as always "Summit" will continue to look after my best interests. Thanks to Managing Director, Jody Burns, and his team."

My clients say...

Jody Burns - Financial Adviser

"When we first met Jody we were surprised at the amount of detail he asked us to provide, both on our present lifestyle and on our future aspirations. It quickly became clear that this was typical of Jody’s great attention to detail, which he then projected into a financial plan for our future. He listened carefully to what we were hoping to achieve, produced some detailed financial plans and patiently clarified some of the concepts that we did not, at first, take on board. He has widened our horizons and given us confidence to embark on some projects we had not previously thought possible. We very much look forward to our meetings - Jody is very personable and we are confident that if we need to discuss some points again, he will carefully do so. We are very happy with the thought he has given to our circumstances, and also pleased with the help we have had from Jon. We feel that our financial future is safe under Jody’s care and guidance."

My clients say...

Jody Burns - Financial Adviser

"I have found Jody gives me reliable friendly professional advice and support over a long period of time."

My clients say...

Jody Burns - Financial Adviser

"Jody has looked after my investments for the last 5 years and my late Mother's investments for many years before. I am very happy with the way he deals with my investments and I trust him implicitly. A great weight off my mind. Thank you so much."

My clients say...

Jody Burns - Financial Adviser

"At a time of great family trauma, due to my mother moving into a care home, we used Jody and his associates to give us financial advice and to invest her money to help secure her future. Over seven years the advice he gave us and the prudent investments he made on our behalf were first class."

My clients say...

Jody Burns - Financial Adviser

"Jody has considered our personal circumstances fully and given us comprehensive information to make the most of our investment opportunities. We heartily recommend Jody"