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.
Served areas
- Surrey, Sussex, Kent and London
Services
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.
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.
Reviews (8)
Chris Ager
Oct 02, 2021
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 me with good, honest advice (the life insurance "advice" from our mortgage lender alone would have cost more, for a lesser policy, than we actually 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 me with good, honest advice (the life insurance "advice" from our mortgage lender alone would have cost more, for a lesser policy, than we actually needed!)
Steven Dixon
Jun 02, 2019
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 now been our financial adviser for a number of years and keeps us updated each year with our own individual financial plan and after each visit we always feel 100% secure that Scott is looking after our financial planning.
The whole experience was so professional, yet relaxed and at no time did we ever feel under pressure. Scott has now been our financial adviser for a number of years and keeps us updated each year with our own individual financial plan and after each visit we always feel 100% secure that Scott is looking after our financial planning.
Steven Dixon
Feb 28, 2019
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 now been our financial adviser for a number of years and keeps us updated each year with our own individual financial plan and after each visit we always feel 100% secure that Scott is looking after our financial planning.
The whole experience was so professional, yet relaxed and at no time did we ever feel under pressure. Scott has now been our financial adviser for a number of years and keeps us updated each year with our own individual financial plan and after each visit we always feel 100% secure that Scott is looking after our financial planning.
Tom Syrett
Aug 02, 2014
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.
Dan Benham
Scott has impeccable discretion and offers accurate financial advice that one can depended upon. His perceptive and pragmatic approach makes him the best choice for discussing financial matters. Indeed, Scott’s long-term client relationships have been developed over many years – all of which reflects the passion he has for his work. He is undoubtedly a true professional.
Clare Chappell
Graham Stephenson
Callum Lumsden