Scott Davis

Scott Davis

3D Financial Planning

Scott's reviews

Reviewed for

Insurance and Protection ( 10 )

Mortgages ( 10 )

Pensions ( 67 )

Equity Release ( 5 )

Retirement income (annuities, drawdown) ( 35 )

Auto Enrolment ( 2 )

Investments and Savings ( 59 )

Pension Transfers - Non Specialist ( 8 )

Inheritance Planning ( 17 )

Long Term Care ( 5 )

Pension Transfers - Specialist ( 4 )

Financial Planning ( 20 )

Financial Mentoring ( 6 )

Financial Coaching ( 3 )

Reviewers' assets

£500k+ ( 22 )

£200k - £500k ( 14 )

£100k - £200k ( 14 )

Up to £50k ( 7 )

£50k - 100k ( 1 )

Repeat review

by a verified client in Surrey

23 days ago

Overall

Advice

Service

Value

This review is a follow-up review from a client who left a review previously.

How has Scott Davis helped you since your last review?

Scott has continued to guide me, keeping a steady hand on the tiller as we navigate the choppy waters of the world markets

Repeat review

by a verified client in Kent

4 months ago

Overall

Advice

Service

Value

This review is a follow-up review from a client who left a review previously.

How has Scott Davis helped you since your last review?

Available for advice if required

Repeat review

by a verified client in Kent

4 months ago

Overall

Advice

Service

Value

This review is a follow-up review from a client who left a review previously.

How has Scott Davis helped you since your last review?

Always concise information

Repeat review

by a verified client in Surrey

5 months ago

Overall

Advice

Service

Value

This review is a follow-up review from a client who left a review previously.

How has Scott Davis helped you since your last review?

He has continued with advice on mitigating IHT

Repeat review

by a verified client in Surrey

5 months ago

Overall

Advice

Service

Value

This review is a follow-up review from a client who left a review previously.

How has Scott Davis helped you since your last review?

Scott has been hugely helpful with sorting my finances with regard to my retirement and as well as financial advice concerning inheritance planning. I’ve recommended him to several family members.