Company Information
Three Counties' philosophy is always to put clients first and improve our own processes wherever possible.
Our Aim
Three Counties is committed to providing our clients with high quality independent professional advice largely remunerated by performance and/or fees rather than high initial commissions with the aim of:
- Helping preserve or enhance the wealth of our clients.
- Helping clients achieve their financial objectives.
- Giving clients confidence and reassurance for the future.
Our Approach
Planning of individual and corporate financial arrangements can be difficult and time consuming. There are many factors to be taken into account and the range of alternatives can often be confusing
The approach that Three Counties adopts falls into four parts:
- The Financial Planning Service:
The first step in the financial planning process is to identify the immediate aims and objectives of a potential or existing customer, which involves a detailed analysis of the current position. This is combined with a discussion about future objectives to produce a thorough study of the prevailing financial situation and we then use that information to build a secure strategy for the future. - Research:
If a need for any type of product is identified, as an independent financial adviser we are obliged to research the market place and recommend a company that will provide the solution best suited to the customer's needs. - Recommendation:
When a recommendation is made, the specific reasons for this and the company /product recommended are clearly stated in the report provided. - Remuneration:
There will be no charge for the initial meeting at which we will discuss and agree our basis of future remuneration.
