We believe our duty is to help our clients understand, protect and increase their personal, family or business assets. We promise absolute integrity, dedication to the client's interests and an ongoing commitment to provide professional excellence in every aspect of our advisory role.

We follow a simple four-step process for all our clients, both personal and business. This allows us to properly understand each client's situation and requirements and helps us to provide the best possible advice and service.

- Gather all the necessary details that will help us to fully understand your current situation and requirements. This approach is vital but is often an important first step overlooked by many.
- Carefully analyse all information and client requirements and begin to match these with suitable products and services.
- Prepare a report of recommendation which is presented in a jargon free and easy to understand manner.
- Provide on-going and pro-active support including access to your own personal website. This is supported by regular personal contact to ensure you get the best possible service.

Contact Details

  Website
  City Newark-on-Trent
  Postcode NG23 7NH
  Address 139 High St
  Phone Number 01636 893155

Products & Services

Saving & Investment

Saving & Investment

3R are dedicated to helping our clients plan for a secure financial future for themselves and their loved ones. As a whole of the market provider we are able to offer an extensive range of personal financial services from a wide range of product providers.


Mortgage Solutions

Mortgage Solutions

3R are dedicated to helping our clients plan for a secure financial future for themselves and their loved ones. As a whole of the market provider we are able to offer an extensive range of personal financial services from a wide range of product providers. Louise, our Mortgage Advisor, will help you pick the best mortgage for your needs.


Workplace Pensions

Workplace Pensions

Running a business is stressful enough without having to worry about ensuring your company pension scheme meets current legislation, that you have suitable and prudent corporate protection in place or that your employee benefits are up to date. We can help relieve some of this pressure by looking after these aspects for you, giving you more time to run your business. We offer and implement a wide range of corporate financial services that allow a business to plan prudently for the future.

  • I would recommend this business

We have used Neils services for a number of years now and find him honest, reliable and very current with the advice he provides. We have monthly updates and advice to switch our pension fund elements or stay the same, as required.
He saved us a lot of money on our corporation tax this year through the advice he provided us with in relation to the purchase of a company electric car, so this also had a positive impact upon us personally.
No nonsense advice. No flannel.

Value for money
Service & support
Quality
Location
Overall ratingExcellent

  • I would recommend this business

I can’t recommend 3R Financial services strongly enough. Neil has been managing my pension for the last two years advising on investments and clearly explains future prospects allowing me to confidently ‘sit-back’ and relax knowing that I am well catered for in my retirement. Regular updates and communications ensure that I am always informed about market fluctuations and their possible impact (which Neil mitigates to my advantage!)

Value for money
Service & support
Quality
Location
Overall ratingExcellent

  • I would recommend this business

I've been a customer of 3R for a good few years now and always found the service to be professional, knowledgeable, friendly and helpful. Neal has helped me set up a pension and advised me with appropriate care and professionalism. I would happily recommend 3R to anyone wanting careful and tailored financial advice.

Value for money
Service & support
Quality
Location
Overall ratingExcellent

Customer Testimonials

3R comes highly recommended. I do all my financial business with 3R and they are such a well informed and knowledgeable team which gives you the confidence to know you are getting the best advice. Don’t look any further, secure your appointment today and you won’t be disappointed


Neil and the team have advised us on our finances as if we are family members.
We are kept up to date with all the information and if we are unsure of something Neil is at the end of the phone and always available to explain.
We have told all our family and friends that if and when they need professional top quality and friendly financial advice then they won’t find any better than 3R Financial Services.


We've had great service from Neil and the team for several years now. Investment and pension options clearly explained, questions answered at anytime, enabling us to make informed decisions. Most importantly, I trust Neil to recommend what is right for me. Highly recommended.


Neil and the team were helpful from the very first call. Explained everything to us so that we understood the process, all works were carried out in a timely and professional manner. I would definitely recommend 3R to anyone.


We approached 3R Financial services to sort out my Personal Pensions and to release some capital to purchase a property. With the help and professionalism of the company we were able to invest in to the future. Thankyou 3R Financial services for your excellent service .

Social Activity

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@Vanguard_UKAdv Yes they do.
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From Our Website

If you think that we can help you in any way, we are always happy to talk things through if you have a general query. Initial meetings, face-to-face, at a time and place to suit you, at our cost, so don't hesitate to book your first appointment by contacting us using the details below. Note: The value of investments and savings can fall as well as rise, and you can get back less than you invested. Your home may be repossessed if you do not keep up repayments on your mortgage or other loans secured on it.


Today we all lead very busy lives with many of us concentrating on the here and now. But it is important to plan for the future. The sooner you start planning for your retirement the sooner you can put plans in place that will help to ensure you have the standard of living you want when the time comes. Throughout your working life you should have a proper retirement plan in place allowing you set money aside to accrue a pension pot. When your working life comes to an end you are then faced with decisions of how to convert these savings into a reliable source of income.


Having run my own businesses all my working life and, as an eager 12-year-old having my own window cleaning round, I have always understood the value of money and how hard it is to earn it, let alone save it. I began as a Financial Adviser in 2006, following 15 years in manufacturing of plastic bags with my family firm which we set up when I left college. Over those years, I have always worked with company and people's savings. I am renowned for my no fuss, straight talking approach. Financial affairs can be complicated enough without the use of words and terminology that completely loses you.