3d Financial Planning

Independent 53a High Street, Reigate, Surrey, RH2 9AE

First meeting at adviser's own cost

Response rating

7.0 /10

14th October 2019

3D Financial Planning provide independent financial advice to individualsto help them to build, manage and protect their wealth.

We can advise you on

Pensions & retirement
- Annuity purchase
- Auto enrolment
- Pension consolidation
- Pension drawdown
- Pensions review
- Pensions transfer
Financial planning
- Wealth management
Investments
- Ethical investments
- ISAs
- Investing for income
- Investment trusts
- OEICs
- Socially responsible investments
Savings
- Lump sum
- Regular savings
Insurance & protection
- Accident & sickness
- Critical illness
- Healthcare
- Income protection insurance
- Life insurance
- Payment protection insurance
Tax & trust planning
- Capital gains tax
- Estate planning
- Income tax
Business
- Commercial mortgages
- Employee benefits
- Group pensions
- Group protection
Long Term Care
- Long term care

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Meet our advisers

Scott Davis DIPFA

Managing Director

Qualifications & Accreditations Hide qualifications

CF4 - Retirement Planning (CII)

This examination assesses a knowledge and understanding of the various pension products, the pension tax regime and retirement needs.

DipFA - Diploma for Financial Advisers (LIBF)

The Diploma enhances knowledge in core areas such as regulation, investment principles, risk, taxation and personal financial planning using real-life scenarios to develop the essential skills to apply this technical knowledge in practice

CF3 - Financial Protection (CII)

This examination assesses a knowledge and understanding of financial protection plans.

Tony Smyth

Financial Adviser

Qualifications & Accreditations Hide qualifications

AFPC - Advanced Financial Planning Certificate (CII)

In order to have completed this qualification, individuals were required to obtain three units. These could have been selected from any combination of the available units at that time but must have included the compulsory G10 unit - Taxation and Trusts.

Chartered Financial Planner (CII)

Having achieved the APFS designation, advisers can go onto to achieve this recognisable benchmark of quality and ethical practice for financial services professionals, elevating financial planning and advice in the public eye to the same standing as other Chartered professions. The holder must demonstrate a combination of experience, financial qualifications, ongoing educational activity (continuous professional development) and ethical behaviour.

G60 - Pensions (CII)

This examination enhanced general pension knowledge, particularly in pension transfers and opt-out business.

FCII - Fellow Membership (CII)

Fellowship of the CII is universally regarded as the premier qualification for those working in the insurance industry. This shows a commitment to continuous professional development.

Accreditations

Michael Huber

Financial Adviser

Qualifications & Accreditations Hide qualifications

MAQ - Mortgage Advice Qualification (CII)

This qualification assessed the knowledge and understanding of the UK regulation environment in the financial services industry together with types of mortgage products and repayment options and the giving of mortgage advice.

ER1 - Equity Release (CII)

This examination assesses a knowledge and understanding of the different types of equity release products, risks to the consumer associated with equity release and application of suitable equity release solutions according to the circumstances of different customers.

Diploma In Financial Planning (CII)

This qualification develops advanced technical knowledge and understanding across a broad range of key advisory areas.

What our clients say

"Building a rapport with Scott was easy and I've enjoyed a good working relationship with him since. He has provided me with advice in respect of a pension and investments. He's always been sensitive to my needs and aspirations and I feel confident in his knowledge of the markets. I have recommended Scott to personal friends and my understanding is that they have been as satisfied with his service as I have been."

Richard Standen, Surrey

“Scott is very professional with extensive knowledge and expertise within an industry full of pitfalls. In short very helpful, presentable and personable with the clients needs foremost. A breath of fresh air." Director of Stephenson’s Chartered Surveyors

Graham Stephenson, Kent

"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."

Dan Benham, London

Where to find us

53a High Street, Reigate, Surrey, RH2 9AE

Make an enquiry

About us

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.

The holistic approach, which has been developed through many years of experience advising discerning clients, is highly valued as it enables you to have a clearer, more rounded view of your financial situation. Ultimately you should feel secure in the knowledge that your personal financial plan will achieve your objectives and lifetime goals.

Our services

3D Financial Planning provide independent financial advice to individuals, trustees and business owners to help them to build, manage and protect their wealth.
We provide clients with an exceptional level of advice and service. With years of providing independent financial advice Scott has built up trusting, professional relationships helping clients achieve their financial plans and objectives.

Make an enquiry Request a call back Show number Recommend to a friend

We can advise you on

Pensions & retirement
- Annuity purchase
- Auto enrolment
- Pension consolidation
- Pension drawdown
- Pensions review
- Pensions transfer
Financial planning
- Wealth management
Investments
- Ethical investments
- ISAs
- Investing for income
- Investment trusts
- OEICs
- Socially responsible investments
Savings
- Lump sum
- Regular savings
Insurance & protection
- Accident & sickness
- Critical illness
- Healthcare
- Income protection insurance
- Life insurance
- Payment protection insurance
Tax & trust planning
- Capital gains tax
- Estate planning
- Income tax
Business
- Commercial mortgages
- Employee benefits
- Group pensions
- Group protection
Long Term Care
- Long term care

Advice methods

Telephone
Online (Live chat, video, email)
Face to face

Special offers

Choose an Unbiased exclusive special offer:

Preferred clients

Minimum wealth (income/assets)

£100,000

Minimum pension value

£100,000

Minimum mortgage value

£0

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Contact options

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