Work with vetted and trusted Advisers

Chris Sykes is an often spoken name in the industry, with his commentary frequently featured by the Times, Telegraph, FT and more. Chris is passionate about helping clients make smart, informed decisions with their money. He combines deep market knowledge with a practical, no-fluff style that clients trust and appreciate.

Hi, I’m Lee, Mortgage and Protection Adviser My business is mainly built on personal recommendations and I take great pride in providing a service that is tailored to you as an individual. As a Broker I can help many clients in different ways. My extensive knowledge and experience enables me to understand all aspects of finances, demonstrating the ability to fulfil a client’s needs and future requirements, putting them in a strong financial position when buying their home. In my Spare time I like all things sport - mainly football, golf and squash and present. Most of my spare time is looking after my 2 daughters and my Dog called Dolly (after Dolly Parton) Summit Wealth, is a ‘whole of market’ professional mortgage and protection consultancy based in London and Kent but have the technical capabilities in order to carry out mortgage advice for clients based anywhere in the UK.

I'm David Gregory, the founder and principal adviser at Off Piste Wealth. I set up the firm to offer genuinely independent financial planning, the kind that puts your goals first and isn't tied to any single provider or product. I work with UK professionals, business owners, and sports professionals across the full range of financial planning. That includes pensions and retirement planning, ISAs and tax-efficient investing, VCTs, inheritance tax and estate planning, and ongoing investment management. Through my sister firm, Legacy Lines, I also help clients with wills and estate planning, so the whole picture is joined up. My approach is straightforward. I take the time to understand where you are now and where you want to be, then I build a plan to get you there and stay alongside you as things change. Good financial planning isn't a one-off event. It's a relationship.

I am a multi - award winning broker and financial coach, combining my extensive experience of service life with my knowledge of personal financial services spanning back over 25 years, to help those within the military community achieve their dream of home ownership, successful civilian transition, financial wellbeing and resilience. My specialism allows me to help my clients navigate their career/family life without the additional complexity of finding an adviser who "gets it" from someone who has lived in experience and understanding of all of the considerations that come with this type of financial planning accompanied with knowledge of the benefits and schemes available for the UK Armed Forces. We serve the whole community Regulars, Veterans, Reservists, civil servant and spouse/partners of.