Andrew is a Director and leads the Three Counties Investment Committee, with over 20 years’ of experience in the investment industry. His passion for research and analysis ensures that the Three Counties investment proposition continually meets our high expectations.

He is a holder of the Investment Management Certificate and is a regular industry commentator, with his work often found in publications such as Citywire, Money Marketing and Investment Week.

Outside of work, Andrew is a committed family man who enjoys cricket and boxing, as well as being a keen follower of all sports.

Why not find out more about Andrew in his quickfire Q&A?

Corryn is a Chartered Financial Planner and Director at Three Counties, advising both private and corporate clients since 2008.

She’s also one of the few advisers in North East England accredited by the Society of Later Life Advisers (SOLLA), recognising her expertise in supporting clients through later life financial decisions.

Outside of work, Corryn loves holidays and fun family days out.          

Why not find out more about Corryn in her quickfire Q&A?

Richard began his career with Three Counties in July 2021 in the compliance department, he splits his time between our sister organisations Greaves West & Ayre and GWA Asset Management. He is on hand to offer all companies expert compliance advice with his wealth of knowledge.

Richard is a Chartered Fellow of the CISI and holds the CII Diploma in Regulated Financial Planning and the CISI Diploma in Investment Compliance. Richard has 25 years of experience in the investment industry, the majority of which he spent working in London and New York.

Away from work he enjoys travelling to much sunnier climes, cooking, and horse racing.

David is a Business Development Consultant with an emphasis on developing the firm’s Investment business. He has more than 30 years’ experience in financial services, particularly within Private Banking, and has advised clients across the North East regarding their Wealth.

In his spare time David plays cricket for Blagdon Park (where he is club Chairman) and is a keen golfer, being a member at Foxton, Alnmouth.

Why not find out more about David in his quickfire Q&A?

Callum is the Head of the Admin Team, providing support across departments and playing a key role in various projects throughout the business.

With nearly a decade of experience in the financial services industry, Callum has worked as both an administrator and a paraplanner and holds the Level 4 IFA qualification.

Outside of work, he is a passionate Newcastle United supporter and season ticket holder. Callum also enjoys running and spending time with his family.

Adam is a Chartered and Fellow Financial Adviser, with over 10 years of experience in banking and finance advice. His comprehensive knowledge ensures that Three Counties delivers exceptional advice that aligns with clients' goals. As a Fellow of the Personal Finance Society, Adam is committed to the highest standards of professionalism and ongoing development in the industry.

His background provides valuable insight into the financial landscape, allowing him to create and develop personalised financial plans. Adam is dedicated to delivering advice built on technical expertise, ethical practice, and exceptional service.

Outside of work, Adam enjoys football and working out in the gym, as well as riding his motorbike along the Northeast coastline.

Naz is a Paraplanner with Three Counties, joining from college having completed her BA (Hons) Business Management degree in 2014. Since then she has continued to use her degree knowledge to expand her role and capabilities within Three Counties.

In her spare time, Naz likes socialising and will often be found exploring new places to eat, or at the cinema enjoying the latest action film.

Why not find out more about Naz in her quickfire Q&A?

Emma originally joined us as a member of the Client Support Team, making a complete change in career direction from her background in biomedical science. Since then, she has flourished in her role and progressed to become a Client Service Adviser and Paraplanner.

Emma now holds her Level 4 IFA qualification and is continuing her professional development by working towards her Level 6. 

In her spare time (when she has some!), Emma enjoys travelling, hiking and spending time with her family.

Why not find out more about Emma in her quickfire Q&A?

Lisa is a member of the client support team at Three Counties and has over 25 years of experience within the industry.

Lisa is committed to ensuring that the clients of the company enjoy the best possible service and is always a friendly voice at the end of the phone.  

Outside of work, Lisa enjoys reading, visits to the theatre, spending time with family and friends and holidays abroad.

Why not find out more about Lisa in her quickfire Q&A?

Jasmin is part of the Client Support Team at Three Counties, having transitioned from a career in the legal sector where she worked as a paralegal.

Since joining the company, she has settled into her role and is actively pursuing her professional development. Jasmin is currently studying towards her Level 4 IFA qualification, with the goal of becoming a paraplanner in the future.

Outside of work, she enjoys reading, hiking, and fencing (the sport, not the kind involving garden repairs!).