0330 038 8939
Based in Reigate
View locationTop Rated 2025
Top Rated advisers have met the qualification criteria for VouchedFor's Top Rated Guide, as determined by their client feedback
Verified since: November, 2012
4.9 out of 5
Checks carried out by VouchedFor
FCA Regulated
Scott and/or the firm they work for (or are appointed representatives of) is regulated as appropriate by the Financial Conduct Authority
Last checked: 23 March 2025
Scott and/or the firm they work for (or are appointed representatives of) is regulated as appropriate by the Financial Conduct Authority
15
Recent Client Reviews
Scott has received 15 client reviews in the past 12 months; 100% of these have been verified
Verified reviews: 100%
Scott has received 15 client reviews in the past 12 months; 100% of these have been verified
Independent Financial Adviser
An independent adviser can advise across a sufficiently diverse range of products to help meet a client’s objectives. They are in no way limited to products provided by companies they work for.
Last checked: 20 November 2024
An independent adviser can advise across a sufficiently diverse range of products to help meet a client’s objectives. They are in no way limited to products provided by companies they work for.
2
Qualifications Uploaded
Scott has added their qualifications to their profile. You can see them by clicking on the ‘qualifications’ tab below
2 qualification certificates available to view
Scott has added their qualifications to their profile. You can see them by clicking on the ‘qualifications’ tab below
Transparent Fees
Scott has added their fees to their profile. You can see them by clicking on the ‘fees’ tab below
Scott has provided information on their typical fees
Scott has added their fees to their profile. You can see them by clicking on the ‘fees’ tab below
14
Positive First Impressions
93% of VouchedFor users have had a positive (4 or 5 star) first experience with Scott (based on 14 first impressions)
93% of users who are not yet clients had a positive first experience with Scott
93% of VouchedFor users have had a positive (4 or 5 star) first experience with Scott (based on 14 first impressions)
Checks carried out by VouchedFor
FCA Regulated
Scott and/or the firm they work for (or are appointed representatives of) is regulated as appropriate by the Financial Conduct Authority
Last checked: 23 March 2025
Scott and/or the firm they work for (or are appointed representatives of) is regulated as appropriate by the Financial Conduct Authority
15
Recent Client Reviews
Scott has received 15 client reviews in the past 12 months; 100% of these have been verified
Verified reviews: 100%
Scott has received 15 client reviews in the past 12 months; 100% of these have been verified
Independent Financial Adviser
An independent adviser can advise across a sufficiently diverse range of products to help meet a client’s objectives. They are in no way limited to products provided by companies they work for.
Last checked: 20 November 2024
An independent adviser can advise across a sufficiently diverse range of products to help meet a client’s objectives. They are in no way limited to products provided by companies they work for.
2
Qualifications Uploaded
Scott has added their qualifications to their profile. You can see them by clicking on the ‘qualifications’ tab below
2 qualification certificates available to view
Scott has added their qualifications to their profile. You can see them by clicking on the ‘qualifications’ tab below
Transparent Fees
Scott has added their fees to their profile. You can see them by clicking on the ‘fees’ tab below
Scott has provided information on their typical fees
Scott has added their fees to their profile. You can see them by clicking on the ‘fees’ tab below
14
Positive First Impressions
93% of VouchedFor users have had a positive (4 or 5 star) first experience with Scott (based on 14 first impressions)
93% of users who are not yet clients had a positive first experience with Scott
93% of VouchedFor users have had a positive (4 or 5 star) first experience with Scott (based on 14 first impressions)
3D Financial Planning provide independent financial advice to individuals, trustees and business owners to help them to build, manage and protect their wealth. I set up 3D Financial Planning to provide clients with an exceptional level of advice and service. With years of providing independent financial advice I have built up trusting, professional relationships helping clients achieve their financial plans and objectives. Financial planning should be based around your lifestyle goals and objectives to ensure you can enjoy your life. I take the time to fully understand you, your family and your objectives, before I begin the process of constructing your comprehensive financial plan. To find out more about becoming a client of 3D Financial Planning, the next step is to arrange a meeting. This is at our expense and without any obligation. Remember, I am happy to travel to meet with you.
Offers available through VouchedFor
Contact Scott through VouchedFor and your initial 1 hour meeting or phone call will be free of charge. You can use this to discuss your situation and find out whether you feel they are a good match for you.
£430,000 Consumer Protection
Your money is protected against bad advice by the Financial Ombudsman Service up to a maximum limit of £430k and by the Financial Services Compensation Scheme (FSCS) if the company goes out of business (in which case, limits may vary - see the FSCS website for more details).
About Scott's clients
Based on responses provided by clients who have reviewed this adviser
Clients' level of financial expertise
Household income
Mortgage value
Savings
Clients' level of financial expertise
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