Scott Davis Email & Phone Number

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

Listed skills include Financial Services, Pensions, Investments, Strategic Financial Planning, and 13 others.

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  North East Surrey College

  Business Studies