Established in 2006, Summa Financial Services Ltd is an independent financial advisory firm based in Cheltenham, United Kingdom. The company provides holistic financial planning and advice to individuals, families, and businesses. Their core mission is to build long-term relationships with clients by offering tailored guidance on a wide range of financial matters, including retirement planning, investment strategies, mortgage solutions, and personal or business protection. As an independent firm, they are not tied to any single provider, allowing them to offer impartial advice from across the market.

Founded in

South Africa