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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
Response rating
9.0 /10
FCA verified
19th August 2019
3D Financial Planning provide independent financial advice to individualsto help them to build, manage and protect their wealth.
We can advise you on
    • Annuity purchase
    • Auto enrolment
    • Pension consolidation
    • Pension drawdown
    • Pensions review
    • Pensions transfer
    • Wealth management
    • Ethical investments
    • ISAs
    • Investing for income
    • Investment trusts
    • OEICs
    • Socially responsible investments
    • Lump sum
    • Regular savings
    • Accident & sickness
    • Critical illness
    • Healthcare
    • Income protection insurance
    • Life insurance
    • Payment protection insurance
    • Capital gains tax
    • Estate planning
    • Income tax
    • Commercial mortgages
    • Employee benefits
    • Group pensions
    • Group protection
    • Long term care
Make an enquiry Request a call back Show number Recommend to a friend
Meet our advisers
Scott Davis DIPFA
Managing Director
adviser-person
Michael Huber
Financial Adviser
adviser-person
Tony Smyth
Financial Adviser
Accreditations
Chartered Financial Planner
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."
Dan Benham, London
“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
"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
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.

Advice methods
  • phoneButton
    Telephone
  • mouse
    Online (Live chat, video, email)
  • icons
    Face to face
Special offers
Choose an Unbiased exclusive special offer:
Preferred clients
Minimum wealth (income/assets)
£100,000
Minimum pension value
£100,000
Compliance

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

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