3D Financial Planning are a firm of Independent Financial Advisers based in Reigate, Surrey. 3D Financial Planning are a firm of Independent Financial Advisers based in Reigate, Surrey who provide independent financial advice to individuals, trustees and business owners to help them to build, manage and protect their wealth.
The fundamental philosophy of 3D Financial Planning is that your financial planning should be multi-dimensional, taking consideration of every aspect of your financial affairs. If one area of your plan is changed, the direct effects on the others will also be examined and updated accordingly. Ultimately you should feel secure in the knowledge that your personal financial plan will achieve your objectives and lifetime goals.
The fundamental philosophy of 3D Financial Planning is that your financial planning should be multi-dimensional, taking consideration of every aspect of your financial affairs. If one area of your plan is changed, the direct effects on the others will also be examined and updated accordingly. Ultimately you should feel secure in the knowledge that your personal financial plan will achieve your objectives and lifetime goals.
Services
3D Financial Planning provide independent financial advice to individuals, trustees and business owners to help them to build, manage and protect their wealth. To find out more about becoming a client of 3D Financial Planning, the next step is to arrange a meeting. This is at our expense and without any obligation.
An initial meeting: this will involve a discussion of your financial position, aspirations and goals. Initial disclosure documents and an explanation of our charges and practices will be provided. Following our meeting we will send you an engagement letter detailing our services and the advice we will provide.
Financial advisers are not all the same and the amount of value they add to your financial situation varies considerably. Many financial advisers in the UK can only recommend products or services from one or a limited number of companies. Such 'tied' advisers actually work for the product providers, attempting to find a product from a restricted range of options to best fit your needs.
There are no hidden charges when you work with 3D Financial Planning; we tell you exactly what you are going to pay for our services. As you would expect with our approach, we are not influenced by commission payments from product providers. The initial meeting is always held without charge (at our expense) and without obligation.
Rather than just ask our clients the questions "How much would you need to retire on and at what age", we prefer to ask our clients how they see their own retirement. It does lead to some colourful answers but allows us to have a much better understanding of what our clients want to achieve. We believe it is an important step in the planning process to visualise your own retirement.
Reviews (3)
Chris Ager
Oct 02, 2021
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I have used Scott and the team and 3D Financial Planning for many years. They originally helped assess our life insurance needs and put me in contact with a mortgage advisor when we decided to rent out our old house when we bought our new home. Scott organised all the life cover we needed and when we moved again, our previous decreasing life insurance needed to be updated. Again, Scott helped identify the additional cover we needed. Since we were in full COVID lockdown at the time, the entire process was handled online and over the phone.
I have complete trust in Scott and the team to provide
I have complete trust in Scott and the team to provide
Steven Dixon
Jun 02, 2019
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After a disappointing experience with another financial adviser firm we asked for a recommendation from a friend. Scott had the task of re-assuring us that he really would offer best independent advice and asked him to carry out a full review. Scott reassessed our existing investments and pensions and carried out an extensive review of our investment needs, which resulted in substantial savings on management charges and a selection of funds that matched our individual attitudes to risk. The whole experience was so professional, yet relaxed and at no time did we ever feel under pressure. Scott has
Tom Syrett
Aug 02, 2014
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Scott Davis has been very helpful to me in planning my finances with regards to my retirement. I first discussed my financial situation with Scott, after taking early retirement and moving to France eight years ago with my wife. Having returned to live in England again we have discovered that the sums that we discussed with Scott are working out pretty much as he predicted for us.
Thank you Scott, we look forward to having a long and successful business arrangement with you in the future.
Thank you Scott, we look forward to having a long and successful business arrangement with you in the future.
