3D Financial Planning

16/11/2022

Proud to sponsor the Christmas Tree 🎄again for Reigate Christmas Fayre.

We are very excited for the Reigate Christmas Fayre in under 3 weeks time.

A huge thank you to our sponsors.

Our headline sponsor Virtue Property - thank you for your generosity.

Our two Christmas tree 🎄 sponsors on Bell Street & West Street The Bell & 3D Financial Planning.

Our design partners Reigate Manor & banner printers Reigate College.

Thank you to you all 👏

08/07/2022

On my way to London to celebrate with the team our 10 year anniversary for 3D Financial Planning. It is a time to reflect and thank my clients and team for helping me grow a fantastic business. We have helped over 500 clients over the 10 years, and we now advise and manage over £125 million on behalf of our clients.

People often asked why I called the business 3D, as a family of 3 and my surname being Davis I came up with the idea of 3D Financial Planning. It was important to me to create a business that had the same values as a family and we continue to look after our clients as our own family.

I have been incredibly lucky to have an amazing team to help me look after our clients and I look forward with excitement to the next 10 years.

Thank you to everyone who has helped me along the way, it has been incredibly hard work but worth every minute and I'm Immensely proud to have a business that has helped so many people.

10/11/2020

A quick update on what a Joe Biden victory could mean for markets. The result is still being disputed but I thought it would useful to share some key points if Joe Biden does become President.

Victory for Joe Biden in Pennsylvania on Saturday brought his electoral college vote total past the magic 270 level, prompting all the major media outlets in the US to confirm Joe Biden as President-elect. It will come as no surprise that Trump hasn’t conceded to defeat quite yet and is planning l...

05/10/2020

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:

1. Act in the best interests of clients, using a customer charter to aid transparency.
2. Demonstrate integrity, probity and fairness by aligning with the code of professional ethics & conduct.
3. Comply with the spirit as well as rules of regulation.
4. Comply with the spirit as well as the rules of employment law.
5. Invest in your people by funding a policy of ongoing training & professional development.
6. Operate a clear diversity & inclusion policy, for both your staff & clients.
7. Operate a policy of corporate social responsibility.
8. Adhere to transparent governance standards and processes.

30/06/2020

So 8 years today I set up 3D Financial Planning and I'm so pleased to see how far we have come as a company. We've won some awards along the way but this year I think the team deserve the praise for working so hard in very difficult circumstances.

Time for some bubbly 🥂🍾

06/02/2020

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.

25/11/2019

Developing a plan for what happens to your assets after you die is something everyone has to do. Whether you’re in possession of a multi-million pound estate or your assets are worth less than the £325,000 inheritance tax (IHT) threshold, estate planning is vital to ensure your assets will be inherited by the people you intend.

For those that own an estate valued at more than the IHT threshold,
ensuring the transfers are done as tax-effectively as possible becomes a
consideration of equal importance.

Please contact us for further information and our guide will provide information on three of the key elements of estate planning: writing your will, executorships and tax planning.

06/09/2017

Weighing up when you want to retire, estimating how much money you will need for a comfortable retirement and the number of years left until you can actually call it a day will be familiar trains of thought for anyone planning their retirement. But the need to seek alternative ways to boost your retirement income without eroding your pension pot has never been more pressing. In an era of low interest rates, the question facing many individuals who are approaching the end of their career is how to make the most of their pension savings to secure a comfortable retirement.
If you want some more information please see our financial update or call me to discuss on 01737 225989
http://pwpublishing.practiceweb.co.uk/3DfinancialplanningPWP_FU_Sept17_maximisingpensionsavings.pdf

21/08/2017

Organising your finances can be a daunting task for anyone, but it’s particularly important for those who are self-employed. If you fall into that bracket you will be familiar with having to sort your own national insurance contributions (NICs) and, if you’re well organised, paying into a private pension.

An increasing amount of workers are choosing to be self-employed.Figures from the Ofice for National Statistics reveal the number increased to 4.8 million in April 2017, compared to 3.8 million in 2008, but there are growing fears many of this band are not planning for their retirement.

If you think it’s time to start taking control of your finances, it’s important todevelop a good understanding of your options. Here are a few things to consider.

19/04/2017

2017 tax and finance changes -http://3dfinancialplanning.co.uk/3DfinancialplanningPWP_WK_Jan17_blue.pdf

22/04/2015

Do you know the importance of passive income?

Passive income makes money for you without effort. That means it can actually be worth more, pound for pound.

21/04/2015

Kids can sense financial stress in the home, so being honest is always the best choice

By giving your children age appropriate information about your finances, you can reduce their level of worry.