“Scott has impeccable discretion and offers accurate financial advice that one can depended upon. His perceptive and pragmatic approach makes him the best choice for discussing financial matters. Indeed, Scott’s long-term client relationships have been developed over many years – all of which reflects the passion he has for his work. He is undoubtedly a true professional.”
Dan Benham
“Building a rapport with Scott was easy and I’ve enjoyed a good working relationship with him since. He has provided me with advice in respect of a pension and investments. He’s always been sensitive to my needs and aspirations and I feel confident in his knowledge of the markets. I have recommended Scott to personal friends and my understanding is that they have been as satisfied with his service as I have been.”
Richard Standen
“Scott has consistently impressed me with his professionalism, integrity and the refreshing approach he takes to the pensions and insurance sector. As someone I have to rely upon heavily as my Financial Advisor, he has always been reliable, highly attentive and is a genuinely great guy.”
Callum Lumsden – Director of Lumsden Design
“Scott has been my Personal Financial Adviser for many years and during this time I have come to increasingly rely on his professional advice for my pension arrangements and investments. Scott is very client focussed and is very good at explaining complex situations in a simple and straightforward manner. I have no hesitation in recommending Scott as a PFA.”
Simon Ward
“My relationship with Scott & 3D Financial Planning came about then my company put forward an offer to transfer out of its final salary scheme and I needed an assessment of the value of that offer. I was recommended Scott by a colleague and arranged an initial meeting. Scott helped me review this along with all our financial planning needs that we had never really considered. We now have a financial plan and are planning our retirement plans with his advice and are very comfortable with the progress and reviews each year to ensure we remain on track to achieve our dreams of a comfortable retirement.”
Chris Miller (Global Business Manager TP ICAP)
“Scott is very professional with extensive knowledge and expertise within an industry full of pitfalls. In short very helpful, presentable and personable with the clients needs foremost. A breath of fresh air.”
Graham Stephenson – Director of Stephenson’s Chartered Surveyors
“I have known Scott personally for 4 years now and have used his services as a Financial Adviser since 2010. Scott is amazing at what he does, very passionate and always with the clients best interest at heart. He is honest, hardworking and reliable, I have and will continue to recommend Scott as someone to work with without reservation, as well as continuing to use him for my Financial Advise work in the foreseeable future.”
Renu Brar
“Scott has been our Independent Financial Adviser for a number of years. He was introduced to us through our previous financial adviser who was retiring. We have found him to have an invaluable knowledge of the financial and pensions market. He turned a very slow-growing personal pension pot into a valuable asset and has provided regular financial reviews, including long-term financial planning and help with a Buy to Let investment. Scott has always listened to and understood our family situation and given inheritance and probate advice. Our pensions and investments are now fulfilling our expectations and should meet our retirement needs. We have always been consulted on the level of risk and Scott has understood our requirement for low to moderate risk but with a view to ensuring the pension pot has annual growth. Scott has a lot of knowledge and experience of investment funds and has helped not just ourselves, but family members and ensured the product is exactly tailored to the individual circumstances. We have never found Scott or 3D Financial to provide anything other than exemplary advice and would, without hesitation, recommend him as an outstanding Independent Financial Adviser.”
Elaine and Ray Garbutt
“Scott is a experienced and knowledgeable financial advisor who in my experience goes out of his way, often above and beyond the norm to provide a professional and results orientated service. Scott is always available to talk and conducts his business with integrity that engenders a hight level of trust.”