Scott's reviews
Reviewed for
Insurance and Protection ( 10 )
Mortgages ( 10 )
Pensions ( 77 )
Equity Release ( 5 )
Retirement income (annuities, drawdown) ( 43 )
Auto Enrolment ( 2 )
Investments and Savings ( 70 )
Pension Transfers - Non Specialist ( 8 )
Inheritance Planning ( 24 )
Long Term Care ( 6 )
Pension Transfers - Specialist ( 4 )
Financial Planning ( 31 )
Financial Mentoring ( 7 )
Financial Coaching ( 3 )
Reviewers' assets
£500k+ ( 26 )
£200k - £500k ( 15 )
£100k - £200k ( 14 )
Up to £50k ( 7 )
£50k - 100k ( 1 )
Repeat review
by a verified client in Sussex
25 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 I’m go-to person for financial advice
Repeat review
by a verified client in Surrey
2 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?
As I approach full retirement, Scott has been very helpful in getting my financial needs sorted
Repeat review
by a verified client in London
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?
We discussed the issues above at my 2025 review. He continues to provide guidance and assurance. I appreciate his monthly newsletters and I know he is always accessible should I wish to contact him about any queries.
Repeat review
by a verified client in Surrey
6 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?
Yes once again,Scott Davis and all his colleagues at 3D Financial services have given me excellent financial advice and service this year, ever since I had started to use them more than eight years ago. They have always been very good and professional in answering any questions or queries at anytime.
Repeat review
by a verified client in Surrey
6 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?
Continuing advice on mitigating IHT