3D Financial Planning

3D Financial Planning is a firm of Independent Financial Advisers based in Reigate, Surrey, providing financial advice to individuals, trustees, and business owners. Their approach considers various aspects of a client's financial affairs to manage and protect their wealth.
  • Tax Planning
  • Equity Release
  • Retirement Planning
  • Investment Management
  • Insurance and Protection
  • Financial Planning & Cashflow Forecasting

Size
Small
Phone
01737 225989
Email
Available in Endole App
Locations
53a High St, RH2 9AE
01737225989
9:00 - 17:00
Digital Popularity
Social Media
Competitors
Oval Wealth Partners
Oval Wealth Partners is a financial advisory firm that provides a wide range of services to help clients build, grow, protect, and preserve their wealth.
Hayes Financial Planning Ltd
Hayes Financial Planning Ltd is a financial advisory firm based in Reigate, specialising in tailored financial plans for individuals and businesses.
Hyland Financial Planning Ltd
Hyland Financial Planning Ltd is a financial advisory firm that provides a wide range of services to help clients build, grow, protect, and preserve their wealth.
Kingswood
Kingswood is dedicated to helping clients achieve their financial objectives by providing comprehensive financial advice and investment management services.
Company Details
3D Financial Planning is operated by 3D Financial Planning Ltd and is a Active company incorporated on 29 February 2012 with the registered office located in Reigate, Surrey. 3D Financial Planning Ltd was registered 13 years ago.

Status
Active
Size
Micro
Directors
1
Age
13 years old
Employees
9
Turnover
Unreported
Total Assets
£435.82K
Cash in Bank
Unreported
Total Liabilities
-£81.5K

Director • PSC • Financial Adviser • British • Lives in England • Born in Oct 1974
Teams
All
8
Finance
5
Management
2
Other
2
Managing Director At 3D Financial Planning • Joined Jul 2012
Client Operations Manager • Joined Dec 2022
Independent Financial Adviser • Joined Sep 2016
Senior Paraplanner • Joined Jan 2023
Client Trainee Adviser • Joined Jan 2025
Chartered Financial Planner
Financial Planner • Joined Apr 2020
Paraplanner • Joined Feb 2019
Independent Financial Adviser • Joined Sep 2016
Senior Paraplanner • Joined Jan 2023
Chartered Financial Planner
Financial Planner • Joined Apr 2020
Paraplanner • Joined Feb 2019
Managing Director • Joined Jul 2012
Client Operations Manager • Joined Dec 2022
Managing Director At 3D Financial Planning • Joined Jul 2012
Client Trainee Adviser • Joined Jan 2025