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. We build a close working relationship with you to develop and manage your Personal Financial Plan, designed to suit each individual.
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. We build a close working relationship with you to develop and manage your Personal Financial Plan, designed to suit each individual.
Services
About
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As a firm of Chartered Financial Planners, Three Counties has core values focusing solely on our clients, ensuring for over 30 years we have offered consistent, professional, financial planning and advice, as well as our first-class investment management service.
Being awarded Chartered status in 2020 means we have satisfied rigorous criteria surrounding our ethical good practice and professional qualifications, so you can be confidently assured that you're getting the best advice and support when dealing with Three Counties.Although our Chartered status is new, we have long-maintained a client-centric approach.
Being awarded Chartered status in 2020 means we have satisfied rigorous criteria surrounding our ethical good practice and professional qualifications, so you can be confidently assured that you're getting the best advice and support when dealing with Three Counties.Although our Chartered status is new, we have long-maintained a client-centric approach.
Meet The Team
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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.
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.
Financial Planning
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The creation, spending and preservation of wealth mean different things to each of us, largely influenced by our personal life experiences and future aspirations. Integral to a financial plan is the management of investment risk and this is a key element for consideration when designing your Personal Financial Plan.
Corporate Planning
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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.
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. 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.
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. 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.
Investment Management
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The majority of our clients have one thing in common; they require a long term return from their pensions, savings and investments in excess of that available from cash. We believe that investing is about doing a few simple things exceptionally well in a highly disciplined way and not letting emotions influence decisions.
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