
3d Financial Planning
Initial consultation free
Independent
3D Financial Planning provide independent financial advice to individualsto help them to build, manage and protect their wealth.
We can advise you on
Clients
helped
helped
129
Minimum
pension value
pension value
£250k+
Minimum
wealth
wealth
£250k+
Minimum
mortgage value
mortgage value
£500k+
This firm is FCA registered and you can be confident that their treatment of customers conforms to the FCA’s strict criteria.
Meet our advisers
MR Scott Davis DIPFA
Managing Director
Mr Chris Gillespie
Financial Adviser
What our clients say
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Richard Standen
"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."
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Graham Stephenson
“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
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Dan Benham
"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."
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Roy and Elaine Garbutt
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
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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
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