I have always felt it is hugely important that we need to build confidence in our financial services industry so we can earn the trust of our clients. Even more so now as clients face more sophisticated financial scams and unjustifiable financial advice.
So I am delighted to announce the 3D Financial Planning has been awarded the Associate Firm Mark by the Personal Finance Society. An associate firm demonstrates adoption of the professional standards and code of ethics set by the Personal Finance Society.
The 8 Core principles of being an Associate Firm:
Act in the best interests of clients, using a customer charter to aid transparency.
Demonstrate integrity, probity and fairness by aligning with the code of professional ethics & conduct.
Comply with the spirit as well as rules of regulation.
Comply with the spirit as well as the rules of employment law.
Invest in your people by funding a policy of ongoing training & professional development.
Operate a clear diversity & inclusion policy, for both your staff & clients.
Operate a policy of corporate social responsibility.
Adhere to transparent governance standards and processes.
Firstly, I hope you and your families are all safe and well. I just wanted to say the team are all settled and working from home and phone lines are redirected to all of us. Providers are adapting to staff working from home or having skeleton teams working at their offices but we are struggling to get hold of some offices so please bear with us. We have experienced huge turbulence in global markets prompted by the Coronavirus (COVID-19) pandemic and the spat between OPEC and Russia over oil production. This is the 3rd bear market of my career and what previous bear periods have taught me is that staying calm is vital and getting caught up in the fear and greed-inspired push and pull of volatile markets can be dangerous. No one can control markets, but we can control our own emotions – and when it comes to investment, this means falling back on a robust, consistent and a repeatable investment process.
We are very excited to have expanded the team with Jack New and Audrey Wheatcroft joining us in January this year. As we continue to grow and now manage over £50million assets under management we want to ensure that our clients continue to receive the best service. We look forward to another year of providing independent financial advice to individuals, trustees and business owners to help them to build, manage and protect their wealth. (Can we add the pic of them both)
We are delighted to announce and welcome a new member of staff to the team, earlier this year Sharon Evans joins us as a chartered paraplanner with over 20 years’ experience in Financial Services.
Finally, we are delighted to say for the 5th year running that we have been voted and featured in The Times and Telegraph as one of the Top Rated Financial Advisers in UK by VouchedFor which is the leading independent review site for Financial Advisers in the UK.
3D Financial Planning Team Our aim is to provide the most complete financial and wealth management service available. And that means having a team of people who focus on clients’ needs above all else and make customer service their number one priority.
So we are delighted to announce and welcome two new members of staff to the team, earlier this year Michael Huber joins us as a financial adviser with over 20 years’ experience advising clients. We now have three financial advisers to help clients provide all aspects of financial planning.
Ollie Chandler joins us this month as our newest trainee paraplanner after several years working for a large financial retirement specialist. We look forward to helping Ollie on his journey to a qualified paraplanner.
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. “
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.
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.
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.”
VouchedFor.co.uk is free and easy to use. Visitors search for advisers based on location and services provided. Advisers are then listed based on client reviews giving those seeking advice confidence the adviser can be trusted.