Empowering You to Achieve Your Financial Future
At 3D Financial Planning, we are a firm of Independent Financial Advisers based in Reigate, Surrey. We provide independent financial advice to individuals, trustees and business owners, helping them to build, manage and protect their wealth.
Our Philosophy
The fundamental philosophy of 3D Financial Planning is that your financial planning should be multi-dimensional, taking into consideration 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. Our holistic approach has been developed through many years of experience advising discerning clients and is highly valued as it enables you to have a clearer, more rounded view of your financial situation.
Our Services
We offer a range of services designed to help you achieve your financial objectives and lifetime goals. Our services include:
Financial Planning & Cashflow Forecasting
Our financial planning service is designed to help you understand your current financial situation, identify areas for improvement and create a tailored plan to achieve your financial objectives.
Retirement Planning
Our retirement planning service is designed to help you plan for a comfortable retirement, ensuring that you have a sufficient income to enjoy your golden years.
Investment Management
Our investment management service is designed to help you grow your wealth over time, through a range of investment vehicles tailored to your individual needs and risk tolerance.
Tax Planning
Our tax planning service is designed to help you minimize your tax liability, ensuring that you are taking advantage of all available tax relief and allowances.
Insurance and Protection
Our insurance and protection service is designed to help you protect your loved ones and your business from the unexpected, providing peace of mind and financial security.
Equity Release
Our equity release service is designed to help you unlock the value in your property, providing a tax-free lump sum or regular income to enhance your retirement.
Our Team
Our team of experienced financial advisers are dedicated to providing a tailored and personalized service to every client. With years of experience advising discerning clients, our advisers are committed to helping you achieve your financial objectives and lifetime goals.
Our Fees
We are transparent about our fees, which are based on the level of service and expertise provided. We believe that our fees offer excellent value for the personalized service and expertise that we provide.
Independence
As an independent financial advisory firm, we are not tied to any particular financial institution or product provider. This independence enables us to act in your best interests at all times, recommending the most suitable products and solutions for your individual needs.
Excellent Customer Service and Financial Planning
The reviewers have been extremely satisfied with the services provided by 3D Financial Planning, particularly with the help of Scott and Chloe. The company has been praised for its professionalism, honesty, and ability to provide personalized financial advice.
Personalized Financial Planning
The reviewers have appreciated the personalized approach taken by the company, with Scott and his team taking the time to understand their individual needs and provide tailored advice. This has resulted in substantial savings on management charges and a selection of funds that matched their individual attitudes to risk.
Trust and Expertise
The reviewers have complete trust in Scott and the team, praising their expertise and honest advice. The company has been able to provide valuable guidance on life insurance, mortgages, and retirement planning, often exceeding expectations.
Efficient and Relaxed Experience
The reviewers have also praised the relaxed and efficient experience of working with 3D Financial Planning. The company has been able to handle complex financial planning processes online and over the phone, making it convenient for clients.
