Scott Davis Email and Phone Number
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Scott Davis personal email
I have made the decision to move on and set up my own company, 3D Financial Planning. This is an exciting time to establish a new business and having been a Financial Adviser for 10 years, I believe this has given me the requisite level of experience to operate independently. The financial industry is changing rapidly - the recent Retail Distribution Review (RDR) carried out by the FSA has created a new, resilient advice market that clients can have confidence in and trust at a time when they need more help and advice than ever. Given these new developments in the market, I feel this presents an ideal opportunity to establish my own company and embrace these changes, with the continued assurance that you will receive an exceptional level of advice and service. I am pleased to advise that 3D Financial Planning will be a member of Best Practice, the only chartered network of advisers in the UK, enabling me to continue to offer impartial, independent advice from the entire market. I am a member of IFS School of Finance and have recently obtained my Advanced Financial Advice Diploma.BackgroundI began my career in the financial services industry in the early 1990s and worked for a number of high profile Insurance Companies, specialising in Investments and Pensions and enjoyed a successful career during this time.In 2006 I decided to build upon the expertise I had gained and develop my career further by becoming an Independent Financial Adviser with a small firm of Financial Advisers, based in Surrey. In 2007 I decided to join another small firm of advisers based in Reigate but in December 2009 I was approached by Thurlowe Clarke to join them as a Director.In 2012 I decided it was time to start my own company.Specialties: I am a member of IFS School of Finance. I have obtained my Advanced Financial Advice Diploma
3D Financial Planning
View- Website:
- 3dfinancialplanning.co.uk
- Employees:
- 8
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Managing Director At 3D Financial Planning3D Financial Planning Jul 2012 - PresentReigate, England, United Kingdom -
Managing Director3D Financial Planning Jul 2012 - PresentReigate, SurreyI made the decision to move on and set up my own company, 3D Financial Planning. This is an exciting time to establish a new business and having been a Financial Adviser for 10 years, I believe this has given me the requisite level of experience to operate independently. The financial industry is changing rapidly - the recent Retail Distribution Review (RDR) carried out by the FSA has created a new, resilient advice market that clients can have confidence in and trust at a time when… Show more I made the decision to move on and set up my own company, 3D Financial Planning. This is an exciting time to establish a new business and having been a Financial Adviser for 10 years, I believe this has given me the requisite level of experience to operate independently. The financial industry is changing rapidly - the recent Retail Distribution Review (RDR) carried out by the FSA has created a new, resilient advice market that clients can have confidence in and trust at a time when they need more help and advice than ever. Given these new developments in the market, I feel this presents an ideal opportunity to establish my own company and embrace these changes, with the continued assurance that you will receive an exceptional level of advice and service. I am pleased to advise that 3D Financial Planning will be a member of Best Practice, the only chartered network of advisers in the UK, enabling me to continue to offer impartial, independent advice from the entire market. Show less -
Director - Financial AdviserThurlowe Clarke Dec 2009 - Jul 2012SurreyWorked as a Director/Financial Advisor for a firm of Advisers in Surrey.Offering independent financial advice to individual clients and companies. -
Independent Financial AdviserFirm Of Advisers In Surrey Dec 2005 - Dec 2009Independent Financial Adviser providing financial advice and reviews for my clients
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Senior Account ManagerSkandia May 2005 - Dec 2005 -
Senior Account ManagerStandard Life May 1998 - May 2005 -
Broker Account ManagerLegal & General Apr 1995 - 1999
Scott Davis Skills
Scott Davis Education Details
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North East Surrey CollegeBusiness Studies
Frequently Asked Questions about Scott Davis
What company does Scott Davis work for?
Scott Davis works for 3d Financial Planning
What is Scott Davis's role at the current company?
Scott Davis's current role is Managing Director at 3D Financial Planning.
What is Scott Davis's email address?
Scott Davis's email address is sc****@****e.co.uk
What schools did Scott Davis attend?
Scott Davis attended North East Surrey College.
What skills is Scott Davis known for?
Scott Davis has skills like Financial Services, Pensions, Investments, Strategic Financial Planning, Financial Advisory, Financial Planning, Wealth Management, Investment Management, Inheritance Tax Planning, Insurance, Investment Strategies, Retirement Planning.
Who are Scott Davis's colleagues?
Scott Davis's colleagues are Audi Wheatcroft, Mike Huber, Chris Gillespie (Dip Pfs), Alex Parsons, Tony Smyth.
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