We believe our duty is to help our clients understand, protect and increase their personal, family or business assets. We promise absolute integrity, dedication to the client's interests and an ongoing commitment to provide professional excellence in every aspect of our advisory role.We follow a simple four-step process for all our clients, both personal and business. This allows us to properly understand each client's situation and requirements and helps us to provide the best possible advice and service.
- Gather all the necessary details that will help us to fully understand your current situation and requirements. This approach is vital but is often an important first step overlooked by many.
- Carefully analyse all information and client requirements and begin to match these with suitable products and services.
- Prepare a report of recommendation which is presented in a jargon free and easy to understand manner.
- Provide on-going and pro-active support including access to your own personal website. This is supported by regular personal contact to ensure you get the best possible service.
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Saving & Investment
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3R are dedicated to helping our clients plan for a secure financial future for themselves and their loved ones. As a whole of the market provider we are able to offer an extensive range of personal financial services from a wide range of product providers. Workplace Pensions
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Running a business is stressful enough without having to worry about ensuring your company pension scheme meets current legislation, that you have suitable and prudent corporate protection in place or that your employee benefits are up to date. We can help relieve some of this pressure by looking after these aspects for you, giving you more time to run your business. We offer and implement a wide range of corporate financial services that allow a business to plan prudently for the future.
Reviews (18)
Kirsty Newell
Jun 18, 2021
Edward Draper
Jun 11, 2021
I've found Neil to be quick to respond, both to my communications and any change in the financial environment that will materially affect me. He has a good mix of conviviality with ability to explain the more complex and less favourable issues. I am confident I am in safe hands with Neil and have no hesitation in recommending him
Patrick Davis
Apr 11, 2021
I can't recommend 3R Financial services strongly enough. Neil has been managing my pension for the last two years advising on investments and clearly explains future prospects allowing me to confidently 'sit-back' and relax knowing that I am well catered for in my retirement. Regular updates and communications ensure that I am always informed about market fluctuations and their possible impact (which Neil mitigates to my advantage!)
Mike Madden
Mar 31, 2021
I've been a customer of 3R for a good few years now and always found the service to be professional, knowledgeable, friendly and helpful. Neal has helped me set up a pension and advised me with appropriate care and professionalism. I would happily recommend 3R to anyone wanting careful and tailored financial advice.
Ian Nash
Mar 31, 2021
3R took the time to explain all the options open to me for my personal pension and my long term goal for retirement. They also told me about other things my business could provide for my pension. These were confirm by my own independent accountant, and I have now taken steps to action that advise. Please with the personal service.
Sonia Ostapjuk
Mar 18, 2021
Phillip Holbrook
Dec 22, 2020
I was very impressed with the service from 3R. A straightforward, no nonsense approach which gave me all the information I needed to make the decisions required for my investment. 3R have always been there to answer any queries I have had and have always given the right advice. I would not hesitate to recommend their services to anyone who is considering investments.
Richard Hughes
Dec 06, 2020
Neil and the team have advised us on our finances as if we are family members. We are kept up to date with all the information and if we are unsure of something Neil is at the end of the phone and always available to explain. We have told all our family and friends that if and when they need professional top quality and friendly financial advice then they won't find any better than 3R Financial Services.
Joanne Brown
Dec 02, 2020
We have used Neils services for a number of years now and find him honest, reliable and very current with the advice he provides. We have monthly updates and advice to switch our pension fund elements or stay the same, as required. He saved us a lot of money on our corporation tax this year through the advice he provided us with in relation to the purchase of a company electric car, so this also had a positive impact upon us personally. No nonsense advice. No flannel.
Patrick Davis
Nov 30, 2020
I can’t recommend 3R Financial services strongly enough. Neil has been managing my pension for the last two years advising on investments and clearly explains future prospects allowing me to confidently ‘sit-back’ and relax knowing that I am well catered for in my retirement. Regular updates and communications ensure that I am always informed about market fluctuations and their possible impact (which Neil mitigates to my advantage!)
Mike Madden
Nov 27, 2020
I've been a customer of 3R for a good few years now and always found the service to be professional, knowledgeable, friendly and helpful. Neal has helped me set up a pension and advised me with appropriate care and professionalism. I would happily recommend 3R to anyone wanting careful and tailored financial advice.
Joanne Brown
Nov 03, 2020
We have used Neils services for a number of years now and find him honest, reliable and very current with the advice he provides. We have monthly updates and advice to switch our pension fund elements or stay the same, as required. He saved us a lot of money on our corporation tax this year through the advice he provided us with in relation to the purchase of a company electric car, so this also had a positive impact upon us personally. No nonsense advice. No flannel.
Dean Bradley
Oct 23, 2020
I have been working with Mark at 3R on securing a first time mortgage - possibly during the most chaotic year in a long time to do so. All the way through he has been friendly, professional and reliable. He was quick to explain anything I was unsure of and kept in regular contact throughout. Even now in the final stages of the move he is on hand to help out whenever needed. Would recommend.
Kenneth Hennah
Samantha Smith
Sonia Ostapjuk
Richard Hughes
Neil and the team have advised us on our finances as if we are family members. We are kept up to date with all the information and if we are unsure of something Neil is at the end of the phone and always available to explain. We have told all our family and friends that if and when they need professional top quality and friendly financial advice then they won’t find any better than 3R Financial Services.
Kirsty Newell