THE TEAM consists of;

Our Director, Joe, having previously served for 7.5 years in the Corps of Royal Engineers (HM Forces) and a further 7.5 years in bomb disposal brings with him essential strategic planning to the day to day running of our business. Joe initially qualified as a Financial Adviser in 1988 whilst working in the city of London qualifying as an IFA in 1991. During this time he handled personal and corporate financial planning deals, regularly dealing with London's larger financial institutions. Joe is a firm believer in continuous professional development. We have therefore adopted a policy where our advisor/s continuosly update their knowledge in the areas of Investments, Protection, Pensions, Trusts, Long Term Care, Equity release and Estate planning.

Chris (Christine) is our very popular and experienced Paraplanner responsible for product research and is extremely competent in her role within our group. Chris regularly meets with Joe to discuss technical issues and is also responsible for the maintenance of our client database and office procedures.

Lesley deals with the day to day running of the office. No doubt, when you call Lesley will be the person looking forward to dealing with your enquiry in a friendly, efficient and effective manner. Lesley has many years experience in administration and is also responsible for organising our busy time schedules.

At 3D Financial Management Our Aim is to make sure your dealings with us are;

* Friendly

* Reliable

* Unbiased

* Enjoyable

* Thorough

It is important that your experience when dealing with us meets those standards. If at any time you feel these have not been met please contact us so we can rectify the matter.