Business financial planning

Although predominantly involved in Private Client Management we also have a significant number of small to medium sized Corporate Clients for whom we apply strategic planning assistance so as to free up your time to get on with the work you enjoy; the running and development of your business.

To free up the time of owner managers and other company executives we can assist with expert advice on:

  • Company Pension Schemes
  • SIPPs, SSAS, and GPP’s
  • Corporate Cash management
  • Shareholder Protection
  • Death in service and Critical Illness cover
  • Medical insurance & Keyman assurance

With your assistance we will examine the risks to your businesses' financial well-being and provide recommendations and on-going advice on topics which may impact. Advice on pensions is always important but never more so than with the constantly changing legislation.

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?

Following the Prime Minister's announcement, we wish to reassure all of our clients that we will remain fully operational.  All staff are working from home and normal service will be maintained as a result.

We can be reached by calling our usual telephone number on 0191 230 3034 or emailing admin@three-counties.co.uk

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