3D Financial Planning are a firm of Independent Financial Advisers based in Reigate, Surrey. 3D Financial Planning are a firm of Independent Financial Advisers based in Reigate, Surrey who provide independent financial advice to individuals, trustees and business owners to help them to build, manage and protect their wealth. The fundamental philosophy of 3D Financial Planning is that your financial planning should be multi-dimensional, taking consideration of 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. Ultimately you should feel secure in the knowledge that your personal financial plan will achieve your objectives and lifetime goals. The starting point is to establish your current position, understand your financial objectives and longer term aspirations.
By carefully considering what is important to you, a plan will be created that is tailored to your needs and requirements.
If one area of your plan is changed, the direct effects on the others will also be examined and updated accordingly. Ultimately you should feel secure in the knowledge that your personal financial plan will achieve your objectives and lifetime goals. The starting point is to establish your current position, understand your financial objectives and longer term aspirations.
By carefully considering what is important to you, a plan will be created that is tailored to your needs and requirements.
Services
3D Financial Planning provide independent financial advice to individuals, trustees and business owners to help them to build, manage and protect their wealth.
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, we are happy to travel to meet with you.
Ahead of this first meeting we will send you some important documents to complete, including our confidential fact find, which gives an opportunity to list your financial objectives and goals.
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, we are happy to travel to meet with you.
Ahead of this first meeting we will send you some important documents to complete, including our confidential fact find, which gives an opportunity to list your financial objectives and goals.
An initial meeting: this will involve a discussion of your financial position, aspirations and goals.
Initial disclosure documents and an explanation of our charges and practices will be provided.
Following our meeting we will send you an engagement letter detailing our services and the advice we will provide.
We will then prepare and issue a comprehensive financial planning report before arranging our next meeting.
We will then go through your bespoke financial planning report in a clear and comprehensive manner.
Initial disclosure documents and an explanation of our charges and practices will be provided.
Following our meeting we will send you an engagement letter detailing our services and the advice we will provide.
We will then prepare and issue a comprehensive financial planning report before arranging our next meeting.
We will then go through your bespoke financial planning report in a clear and comprehensive manner.
Financial advisers are not all the same and the amount of value they add to your financial situation varies considerably.
Many financial advisers in the UK can only recommend products or services from one or a limited number of companies.
Such 'tied' advisers actually work for the product providers, attempting to find a product from a restricted range of options to best fit your needs.
Using one of these advisers means that you can never be certain that you are getting the very best product or service available to you.
Many financial advisers in the UK can only recommend products or services from one or a limited number of companies.
Such 'tied' advisers actually work for the product providers, attempting to find a product from a restricted range of options to best fit your needs.
Using one of these advisers means that you can never be certain that you are getting the very best product or service available to you.
There are no hidden charges when you work with 3D Financial Planning; we tell you exactly what you are going to pay for our services.
As you would expect with our approach, we are not influenced by commission payments from product providers.
The initial meeting is always held without charge (at our expense) and without obligation.
Following this first meeting we will write to you with a detailed engagement letter describing the specific services we will provide and the fees for these services.
We will never charge you anything until you have agreed how we are to be paid by signing a copy of the engagement letter.
As you would expect with our approach, we are not influenced by commission payments from product providers.
The initial meeting is always held without charge (at our expense) and without obligation.
Following this first meeting we will write to you with a detailed engagement letter describing the specific services we will provide and the fees for these services.
We will never charge you anything until you have agreed how we are to be paid by signing a copy of the engagement letter.
Rather than just ask our clients the questions "How much would you need to retire on and at what age", we prefer to ask our clients how they see their own retirement.
It does lead to some colourful answers but allows us to have a much better understanding of what our clients want to achieve.
We believe it is an important step in the planning process to visualise your own retirement.
Pensions today, are low charge, flexible and offer superb fund management.
As part of our planning process we would seek to use all the available tax relief we can when formulating our clients' retirement plans.
It does lead to some colourful answers but allows us to have a much better understanding of what our clients want to achieve.
We believe it is an important step in the planning process to visualise your own retirement.
Pensions today, are low charge, flexible and offer superb fund management.
As part of our planning process we would seek to use all the available tax relief we can when formulating our clients' retirement plans.
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