Three Counties
Financial planning and investment management for individuals and business clients in North East England
Highlights
- New on EvolcAdded 2026-10-28
About Three Counties
Three Counties is a UK firm of Chartered Financial Planners offering personal financial planning, corporate planning and investment management. Its advice covers building a personal financial plan for each client, with a lead advisor supported by the wider team.
Clients include individuals, company executives, entrepreneurs and partners in professional firms, as well as corporate clients. Clients pay fees for the planning and investment management services. The firm states that it has no ties to any investment house, bank or insurance company.
Three Counties was formed in 1989 and is headquartered in Bournmoor. It was awarded Chartered status by the Chartered Insurance Institute (CII) in 2020. Its sister organisations include Greaves West & Ayre and GWA Asset Management.
Product: Personal financial planning, corporate planning and investment management
Jobs at Three Counties
Leadership
- Callum Ellsbury · Head of Client SupportSource: company website
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