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How we work

At its heart, what we offer our clients is long-term, goal-oriented face-to-face advice. Now that changes depending on how often you want to discuss your goals, wealth or life plans, but what remains consistent is trustworthy and responsible financial advice. See our key services below.

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Financial Planning

Your journey to financial freedom starts with a plan that fits your lifestyle, aims and goals.

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Investment Philosophy

Find out how our clients' returns are made through long-term, sustainable investments with our approach.

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UK Expats

Being an expat brings a lot of exciting opportunities, but there are usually always home obligations to consider.

Find out more
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Australian Expats

Australian expats have unique considerations to prepare for, including superannuation, tax and returning home.

Take a look
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Mortgages

A mortgage is often the most expensive purchase anyone makes. We can advise you with your wider goals in mind. 

Explore
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Repatriation

Before calling the movers, it's important to plan your financial repatriation, as well as the logistics related to moving. 

Learn more

Want to read more about our commitment to you? 

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.

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Please note your home or other property may be repossessed if you do not keep up repayments on your mortgage. Recommendation relating to mortgages involves a referral to a service provider that is separate and distinct from St. James’s Place.

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By submitting this form, you hereby give consent to St. James’s Place to collect, use and disclose your personal data in accordance with the St. James’s Place Privacy Policy, which is available here, and which you have read and understood. You further understand that the personal data provided is meant to allow St. James’s Place to send you the marketing material that you have agreed to receive, contact you for a non-obligatory consultation and/or to address your enquiry.

Address

1/F Henley Building

5 Queens Road Central

Hong Kong SAR

Email

info@summitfinancial.asia

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The ‘St. James’s Place Partnership’ and the titles ‘Partner’, ‘Adviser’, ‘Partner Practice’ or any variations thereof are marketing terms used to describe representatives of the St. James’s Place Group (‘SJP Group’). St. James’s Place (Hong Kong) Limited (‘SJPHK’), is a licensed Insurance Broker Company regulated by the Insurance Authority (’IA’), a Licensed Corporation regulated by the Securities and Futures Commission (’SFC’) and a Principal Intermediary registered with the Mandatory Provident Fund Schemes Authority (’MPFA’) in Hong Kong. IA Licence No. FB1075. SFC Central Entity No. AAV439. MPFA Registration No. IC000852. SJPHK is part of the SJP Group. Members of the St. James’s Place Partnership in Hong Kong are appointed by SJPHK to act in a licensed and regulated capacity and may facilitate business with other companies within the SJP Group.

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© 2026 by Summit Financial, a Partner Practice of St. James's Place (Hong Kong) Limited

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