Scott Davis

Scott Davis

3D Financial Planning

Scott's reviews

Reviewed for

Insurance and Protection ( 10 )

Mortgages ( 10 )

Pensions ( 69 )

Equity Release ( 5 )

Retirement income (annuities, drawdown) ( 37 )

Auto Enrolment ( 2 )

Investments and Savings ( 63 )

Pension Transfers - Non Specialist ( 8 )

Inheritance Planning ( 19 )

Long Term Care ( 6 )

Pension Transfers - Specialist ( 4 )

Financial Planning ( 23 )

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 Somerset

6 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 offered advice on how to maintain growth and manage drawdown from my pension over the coming years

Repeat review

by a verified client in Surrey

a month 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 and his team have continued to provide exemplary advice and financial planning. Scott has recently advised on a PIE enhancement pension scheme and provided our annual review to understand our predicted retirement income.

Repeat review

by a verified client in Surrey

a month 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?

In many ways and many forms I have always felt reassured that Scott is handling matters on my behalf and making sure that I enter old age as well secured as I can be. He's also a great bloke !

Repeat review

by a verified client in Kent

a month 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?

Continuing good advice comparable to my age and circumstances

Repeat review

by a verified client in Surrey

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?

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