3D Financial Planning are a firm of Independent Financial Advisers based in Reigate, Surrey who provide independent financial advice to individuals, trustees and business owners to help them to build, manage and protect their wealth. 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.
- Surrey, Sussex, Kent and London
|Address||53a High Street|
|Phone Number||017 3722 5989|
- I would recommend this business
After a disappointing experience with another financial adviser firm we asked for a recommendation from a friend. Scott had the task of re-assuring us that he really would offer best independent advice and asked him to carry out a full review. Scott reassessed our existing investments and pensions and carried out an extensive review of our investment needs, which resulted in substantial savings on management charges and a selection of funds that matched our individual attitudes to risk. The whole experience was so professional, yet relaxed and at no time did we ever feel under pressure. Scott has now been our financial adviser for a number of years and keeps us updated each year with our own individual financial plan and after each visit we always feel 100% secure that Scott is looking after our financial planning.
|Value for money|
|Service & support|
Scott has consistently impressed me with his professionalism, integrity and the refreshing approach he takes to the pensions and insurance sector. As someone I have to rely upon heavily as my Financial Advisor, he has always been reliable, highly attentive and is a genuinely great guy.
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.
I've known Scott for several years and he helped me with various financial/insurance issues in 2009. He was professional, efficient, kept me up to date on developments and found products at a sensible price that did what was required.
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.