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.

Serviced Areas

  • Surrey, Sussex, Kent and London

Contact Details

  Website
  City Reigate
  Postcode RH2 9AE
  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
Quality
Location
Overall ratingExcellent

Customer Testimonials

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.

From Our Website

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. Ultimately you should feel secure in the knowledge that your personal financial plan will achieve your objectives and lifetime goals. The starting point is to establish your current position, understand your financial objectives and longer term aspirations.


As you would expect with our approach, we are not influenced by commission payments from product providers. The initial meeting is always held without charge (at our expense) and without obligation. Following this first meeting we will write to you with a detailed engagement letter describing the specific services we will provide and the fees for these services. We will never charge you anything until you have agreed how we are to be paid by signing a copy of the engagement letter.


Unfortunately, Her Majesty's Revenue and Customs seem determined to close every loop hole the moment it is discovered - even retrospectively! In March 2006, more anti-avoidance legislation was introduced and we saw a major change in the taxation of most types of trust. We firmly believe that with careful planning and the ability to think outside the box, any potential tax liability can be significantly reduced or even negated altogether. We have a wealth of experience in all aspects of estate planning, which ranges from a simple nil rate band discretionary will trust, to more aggressive trusts and all the main inheritance tax mitigation schemes.