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  11. 3d Financial Planning

3d Financial Planning

Independent Financial Adviser  53a High Street, Reigate, Surrey, RH2 9AE
First meeting at adviser's own cost
3D Financial Planning provide independent financial advice to individualsto help them to build, manage and protect their wealth.
We can advise you on
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Annuity purchase
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Auto enrolment
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Defined benefit
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Pension consolidation
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Pension drawdown
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Pensions & divorce
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Pensions & retirement planning
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Pensions review
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Pensions transfer
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SIPPs
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Stakeholder
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Equity release
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Wealth management
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Ethical investments
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ISA / Unit Trusts / OEICs
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Investing for income
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Investment trusts
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OEICs
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Offshore investments
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Socially responsible investments
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Traded endowment policies
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Unit trusts
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Lump sum
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National savings
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Regular savings
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Savings for children
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School fees planning
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Accident & sickness
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Critical illness
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Healthcare
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Income protection insurance
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Life insurance
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Payment protection insurance
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Capital gains tax
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Estate planning
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Income tax
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Taxation planning
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Commercial mortgages
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Corporate pension
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Employee benefits
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Group ISA
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Group Pension/Stakeholder
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Group Protection/Life Insurance
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Group critical illness
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Group income protection
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Group life insurance
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Group private medical insurance
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Group risk
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Long term care
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Response rating
10/10
phone Show number
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FCA authorised
Last authorised 25th October 2021
Meet our advisers
MR Scott Davis DIPFA
Managing Director

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

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

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

MR Michael Huber
Financial Adviser

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.

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.

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

Mr Chris Gillespie
Financial Adviser

This qualification assesses a knowledge and understanding of investment products and the application of the investment advice process.

This qualification assesses a knowledge and understanding of an ability to analyse financial protection planning issues.

This qualification assesses a knowledge and understanding of the UK taxation system, and the ability to analyse the taxation treatment of individuals and trusts during the investment advice process.

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.

This qualification helps advisers develop and demonstrate their financial planning capabilities. 

This qualification assesses a knowledge and understanding of the financial services industry, including regulation, legislation and the Code of Ethics.

This qualification assesses a knowledge and understanding of an ability to analyse pension and retirement planning issues.

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
Scott has been our Independent Financial Adviser for a number of years. He was introduced to us through our previous financial adviser who was retiring. We have found him to have an invaluable knowledge of the financial and pensions market. He turned a very slow-growing personal pension pot into a valuable asset and has provided regular financial reviews, including long-term financial planning and help with a Buy to Let investment. Scott has always listened to and understood our family situation and given inheritance and probate advice. Our pensions and investments are now fulfilling our expectations and should meet our retirement needs. We have always been consulted on the level of risk and Scott has understood our requirement for low to moderate risk but with a view to ensuring the pension pot has annual growth. Scott has a lot of knowledge and experience of investment funds and has helped not just ourselves, but family members and ensured the product is exactly tailored to the indiv
Roy and Elaine Garbutt, Horley
My relationship with Scott & 3D Financial Planning came about then my company put forward an offer to transfer out of its final salary scheme and I needed an assessment of the value of that offer. I was recommended Scott by a colleague and arranged an initial meeting. Scott helped me review this along with all our financial planning needs that we had never really considered. We now have a financial plan and are planning our retirement plans with his advice and are very comfortable with the progress and reviews each year to ensure we remain on track to achieve our dreams of a comfortable retirement.
Chris Miller, Horley
Scott has been my Personal Financial Adviser for many years and during this time I have come to increasingly rely on his professional advice for my pension arrangements and investments. Scott is very client focussed and is very good at explaining complex situations in a simple and straightforward manner. I have no hesitation in recommending Scott as a PFA
Simon Ward, Leatherhead
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 we have built up trusting, professional relationships helping clients achieve their financial plans and objectives.

Where to find us
Head office address: 53a High Street, Reigate, RH2 9AE
Service coverage
Preferred clients
Minimum wealth (income/assets)
£251,000
Minimum pension value
£251,000
Minimum mortgage value
£501,000
Special offers
Choose an Unbiased exclusive special offer:
Offers terms
Advice methods
  • phoneButton
    Telephone
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    Online (Live chat, video, email)
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    Face to face
Compliance

The guidance and/or advice contained within this website are subject to the UK regulatory regime, and are therefore targeted at consumers based in the UK.

3D Financial Planning is appointed representative of the Best Practice IFA Group Limited which is authorised and regulated by the Financial Conduct Authority

Make an enquiry Request a call back Recommend to a friend
Response rating
10/10
phone Show number
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FCA authorised
Last authorised 25th October 2021

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