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 25 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 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

I have known Three Counties for many years as one of the leading and most forward looking advisory firms in the North East. As an investment manager dealing with this firm, their professionalism and insight clearly shows and no doubt they apply similar standards when dealing with their clients. Three Counties’ market knowledge and insight into what makes a successful fund manager shines through when you come to present to them.

At Miton we concentrate our energies on those firms which, like us, have clear strategy to add value to their clients, which we see as the route to long term success in a highly competitive industry.

David Jane, Fund Manager, Miton

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