Our team

Stuart is a Chartered financial planner and dual licensed Hong Kong and UK adviser. He's spent more than 15 years helping UK expats make clearer, more confident financial decisions. His approach is calm, analytical and straight‑talking — he focuses on helping you understand the implications of your choices so you can move forward with real clarity. As an expat himself, he understands the complexity of managing pensions, assets, and tax across jurisdictions. Clients tell him they value the peace of mind they get from finally knowing where they stand, what they need to do, and having someone they trust keeping an eye on things in the background. He works best with people who want a collaborative, long‑term relationship focused on achieving life goals rather than chasing markets. At Summit Financial, we’re planning‑first and product‑second — rare in Hong Kong — and you get genuinely personal advice backed by the security of a FTSE100 company. He lives in Hong Kong with his wife Kitty and their son Cailean. When not working, you’ll usually find him playing football or trying to improve his golf game.

Nick is a seasoned financial adviser with nearly 30 years of experience as a Partner at St. James’s Place, where he has dedicated his career to helping clients achieve and secure the financial lives they desire through effective financial planning. Born and raised in Kenya, Nick later moved to Australia before making Hong Kong his home in 1994. His diverse background enriches his understanding of the financial needs of expatriates, particularly those from the UK and Australia. As one of St. James’s Place’s longest-serving Partners, Nick provides a comprehensive range of services, including savings and wealth accumulation, tax mitigation, investment advice, and planning for retirement goals and education fees. Nick prides himself on his ability to simplify complex financial matters, making them accessible and understandable for his clients. Alongside his work with SJP, Nick is on the Fred Hollows advisory committee, an organisation that aims to end avoidable blindness. Nine out of 10 people who are blind don't need to be. Nick’s contributions don’t go unnoticed; he was recently awarded the Spirit of the Partnership award in 2023, highlighting the significant impact in the lives of those he advises by helping clients navigate the often daunting world of finance with confidence and clarity.

Most people say they are “too busy” to deal with their investments. In Hong Kong in particular, this can turn into a real problem for your financial future. Eleanor's experience of working for international banks in Hong Kong over the last 18 years has inspired her to help people define and achieve their dreams. She's worked for all kinds of finanical institutions, including Australian banks and helping expats plan their finances. She can help you set and reach your goals, while ensuring that you are in control of your money every step of the way. Your approach to finances should evolve as your career and family grows and changes. Forming a financial plan is one of the most important and empowering steps you will take, and Eleanor am proud to provide friendly, honest, easy-to-understand and face-to-face advice service tailored to your individual circumstances. Eleanor also operates as the Financial Empowerment Group.

A Hong Kong local, May has worked in the financial services sector in the city for over 15 years. She is the glue that holds the team together, supporting advisers, helping with administration, and processing client requests quickly and efficiently.

Joe grew up in London and fell in love with Hong Kong whilst visiting in 2015. Reluctant to leave his new favourite city, he became the general manager of a hotel restaurant. After almost a decade of late-night finishes, he moved to London to study a business degree, before returning to Hong Kong to complete his Masters. Joe joined Summit Financial in 2021 and quickly established himself as a core member of the team. Joe loves to help his clients in Hong Kong plan for life’s big events. Joe says "I love what I do. I get help and provide great service to my clients, which is what I've trained to do for the last decade. Only now I can help them in areas which I feel truly matter for their future."