Scott Davis

Scott Davis Email and Phone Number

Managing Director at 3D Financial Planning @ 3D Financial Planning
reigate, surrey, united kingdom
Scott Davis's Location
United Kingdom, United Kingdom
Scott Davis's Contact Details

Scott Davis work email

Scott Davis personal email

n/a
About Scott Davis

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

Scott Davis's Current Company Details
3D Financial Planning

3D Financial Planning

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Managing Director at 3D Financial Planning
reigate, surrey, united kingdom
Employees:
8
Scott Davis Work Experience Details
  • 3D Financial Planning
    Managing Director At 3D Financial Planning
    3D Financial Planning Jul 2012 - Present
    Reigate, England, United Kingdom
  • 3D Financial Planning
    Managing Director
    3D Financial Planning Jul 2012 - Present
    Reigate, Surrey
    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… 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
  • Thurlowe Clarke
    Director - Financial Adviser
    Thurlowe Clarke Dec 2009 - Jul 2012
    Surrey
    Worked as a Director/Financial Advisor for a firm of Advisers in Surrey.Offering independent financial advice to individual clients and companies.
  • Firm Of Advisers In Surrey
    Independent Financial Adviser
    Firm Of Advisers In Surrey Dec 2005 - Dec 2009
    Independent Financial Adviser providing financial advice and reviews for my clients
  • Skandia
    Senior Account Manager
    Skandia May 2005 - Dec 2005
  • Standard Life
    Senior Account Manager
    Standard Life May 1998 - May 2005
  • Legal & General
    Broker Account Manager
    Legal & General Apr 1995 - 1999

Scott Davis Skills

Financial Services Pensions Investments Strategic Financial Planning Financial Advisory Financial Planning Wealth Management Investment Management Inheritance Tax Planning Insurance Investment Strategies Retirement Planning Advanced Financial Advice Diploma Financial Risk Investment Advisory Wealth Retirement

Scott Davis Education Details

  • North East Surrey College
    North East Surrey College
    Business 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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