3D Financial Ppanning 3D Financial Planning
Independent Financial Advisors
T: 01737 225989
info@3dfinancialplanning.co.uk

53a High Street, Reigate
Surrey, RH2 9AE
 
 
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Curent News

February 2017 - Year end tax guide for 2016/2016

With the new tax year approaching and it important to ensure you are aware of all allowances, tax rates and reliefs please see our year end tax guide for 2016/2017. Click here to download.

Jun 2016 - Wealth & Money Management Awards Winner

Today we have received the fantastic news that 3D Financial Planning has been named a winner in the 2016 Wealth & Money Management Awards, by Wealth & Finance International.

We have been awarded: Best Independent Financial Advisers 2016 – Surrey

Comments from the judges “This prestigious award marks the hard work and stellar efforts of those who have helped shape this unique and dynamic industry, and our comprehensive selection and judging process singles out the true market leaders of 2016.  “

June 2015 - Budget Announcements

No one quite knew what to expect in the first budget by a majority Conservative government for almost 20 years. In his seventh Budget Statement as chancellor, George Osborne promised a ‘big budget for a country with big ambitions’. As predicted there were details on how the government will fulil its pre-election goals of reducing welfare spending by £12 billion and changing the inheritance tax nil-rate band structure. There were also some surprises such as the compulsory introduction of the national living wage from April 2016 and a reduction in corporation tax. If you have any questions with regards to the budget updates then please contact us. Click here to download.

March 2015 - Budget Announcements

Yesterday's Budget included more pension rule changes to the lifetime allowance and an important for the stimulus in savings income along with a few other key changes.

George Osborne also announced a further raft of changes designed to help savers and investors, a new increased ISA allowance and the Help to Buy ISA. If you have any questions with regards to the budget updates then please contact us. Click here to download.

February 2015 - Year end tax guide for 2014/2015

With the new tax year approaching and it important to ensure you are aware of all allowances, tax rates and reliefs please see our year end tax guide for 2014/2015. Click here to download.

October 2014 – Voted as one of the Top 200 Independent Financial Advisers in the UK

Scott Davis has been recognised as a Top Rated Independent Financial Adviser. Being Top Rated signifies that Scott from 3D Financial Planning is in the top 1% of advisers in the whole of the UK making Scott a great resource for local residents to have on the doorstep.

Scott was thrilled at being awarded the award again following up the same success from 2013. Scott commented "To be awarded this two years in a row is fantastic and shows that our advice and service to our clients is appreciated. It's great to be recognised by all my clients for all of my hard work and I can't thank my clients enough. I'm thrilled every time I help somebody to achieve their goals and it's great to know that my clients are happy too."

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