3D Financial Planning

Scott Davis has been very helpful to me in planning my finances with regards to my retirement. I first discussed my financial situation with Scott, after taking early retirement and moving to France eight years ago with my wife. Having returned to live in England again we have discovered that the sums that we discussed with Scott are working out pretty much as he predicted for us. Thank you Scott, we look forward to having a long and successful business arrangement with you in the future.
Nov 20th, 2014

I have used Scott and the team and 3D Financial Planning for many years. They originally helped assess our life insurance needs and put me in contact with a mortgage advisor when we decided to rent out our old house when we bought our new home. Scott organised all the life cover we needed and when we moved again, our previous decreasing life insurance needed to be updated. Again, Scott helped identify the additional cover we needed. Since we were in full COVID lockdown at the time, the entire process was handled online and over the phone. I have complete trust in Scott and the team to provide me with good, honest advice (the life insurance "advice" from our mortgage lender alone would have cost more, for a lesser policy, than we actually needed!)
Jul 23rd, 2021