A little about us


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.


How we can help


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

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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


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

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Covid Update

Throughout the ongoing Covid pandemic, we'd like to reiterate our assurances to all clients that we remain fully operational. All non-essential Three Counties staff are working from home wherever possible, and normal service continues to be maintained.

Should you have any concerns or queries, about the ongoing circumstances, or our general business services, you can reach our team by calling our usual telephone number on 0191 230 3034 or emailing admin@three-counties.co.uk

Our focus remains on managing your investments and financial plans through these most challenging times. Please do not hesitate to get in touch.

Updated: November 2020