Find the right product for you. That's our promise.
Who We Are
Summit Financial Services is a dedicated team of specialists who understand the unique risks and financial planning needs of climbers, mountaineers, and hillwalkers. We empower you to explore the great outdoors with peace of mind by providing tailored insurance plans that cover you for every step of your journey.
Our Expertise
We specialize in:
- Life Insurance: Ensure your loved ones are financially secure in the event of your untimely demise.
- Critical Illness Cover: Get financial support if you fall seriously ill, allowing you to focus on your recovery.
- Income Protection: Maintain financial stability in the event of an unexpected illness or injury.
- Private Medical Insurance: Access quality healthcare without burdening your loved ones financially.
Why Choose Summit Financial Services?
- Expertise you can trust: We have extensive experience working with climbers and mountaineers, and understand the specific risks associated with these activities.
- Custom-tailored plans: We work with you to create a personalized insurance portfolio that meets your unique needs and budget.
- Transparency and clarity: We believe in open communication and provide clear explanations about your policy coverage and costs.
- Direct connections: We partner with reputable insurers to bring you competitive rates and the best possible coverage.
Our Commitment
At Summit Financial Services, we are committed to:
- Providing personalized attention: We take the time to listen to your individual needs and concerns.
- Offering comprehensive cover: Our plans include relevant coverage for your chosen activity, such as climbing grades and terrains.
- Delivered with exceptional service: We are dedicated to providing a seamless and personalized experience from quote to claim.
Get a Quote Today
Contact us today to request a personalized quote and discuss your unique insurance needs. We are passionate about empowering adventurers to explore the world with confidence and peace of mind.
Positive Experience with Summit Financial Services
The reviews from clients who have used the services of Summit Financial Services are overwhelmingly positive. Many clients have praised the company's consultants, especially Dal and James Phee, for their expertise, professionalism, and friendly approach.
Expertise and Understanding
Reviewers have noted the consultants' ability to understand their unique situations and circumstances. For example, a climber found it easy to find relevant and affordable life insurance cover after struggling to do so elsewhere. Another client, a hillwalker and occasional climber, appreciated James Phee's detailed analysis of their needs and recommendations for cover options.
Efficient and Responsive Service
Many reviewers have commended the company's efficient and responsive service. Clients have praised the consultants' ability to explain complex information clearly and efficiently, and to provide quotes and information in a timely manner. Some reviewers have also noted the company's willingness to go above and beyond to ensure clients receive the best possible service.
Excellent Communication
Reviewers have praised the company's communication skills, noting that consultants are responsive and pleasant to deal with. Several reviewers have mentioned that they were kept informed throughout the process and felt comfortable asking questions.
Results-Oriented
Finally, many reviewers have reported achieving their goals, whether it's finding the right life insurance policy or securing a mortgage. The company's consultants have been credited with helping clients achieve excellent results, often at competitive prices.
