A little about us

WE ARE OFTEN ASKED HOW THREE COUNTIES CAME TO BE.

This is our story...

Three Counties was formed in 1989 and for over 30 years we have been very aware that what our clients require is consistency in their financial planning and advice, coupled with a first-class investment management service. Clients are at the very core of everything that we do; our team of highly skilled and experienced individuals provides a broad range of quality advice.

We approach each and every one of our clients on an individual basis, taking the time to get to know them, their circumstances, their hopes, plans and aspirations, and then work to implement a structured, transparent service to support these requirements.

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How we can help

FINANCIAL PLANNING

We build a close working relationship with you to develop and manage your Personal Financial Plan, designed to suit each individual.

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CORPORATE PLANNING

We apply strategic planning assistance so as to free up your time to get on with the work you enjoy.

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INVESTMENT MANAGEMENT

We work with you to plan and manage your financial arrangements and understand your objectives to meet your future aspirations.

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What our clients have to say

TESTIMONIALS

Twenty five years ago, I switched management of my investments to Three Counties and it was soon apparent that they were a ‘perfect fit’ company.

Three Counties has a strong team which has provided me with a personal, professional and caring service in which I have total confidence.  They have taken the time to get to know and understand my individual, familial, domestic and business-related circumstances, issues and aspirations which has enabled them to adjust my Personal Financial Plan to reflect these, as well as the ever-changing economic and legislative conditions.

I have no hesitation in recommending Three Counties to those who require wealth management or financial planning support – indeed, a number of my friends and family are now also benefitting from the team’s expertise.

Tony Asher

Want to know more?

GET IN TOUCH

We are a friendly bunch and are happy to help in anyway that we can. Whether you’re looking to find out more about our products and services, or want to discuss your options, please feel free to get in touch.

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