What our clients say
"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."
“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
"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."
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.
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.