Three Counties Ltd

Independent Financial Adviser  Hedworths One, Bournmoor, Durham, DH3 4AN
First meeting at adviser's own cost
Regionally unparalleled and nationally respected, Three Counties offer a unique and bespoke wealth management service.
We can advise you on
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Annuity purchase
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Auto enrolment
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Pension consolidation
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Pension drawdown
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Pensions & divorce
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Pensions & retirement planning
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Pensions review
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Pensions transfer
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SIPPs
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Stakeholder
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Wealth management
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Ethical investments
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ISA / Unit Trusts / OEICs
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Investing for income
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Investment trusts
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OEICs
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Offshore investments
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Socially responsible investments
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Unit trusts
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Lump sum
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National savings
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Regular savings
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Savings for children
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School fees planning
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Accident & sickness
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Critical illness
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Healthcare
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Income protection insurance
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Life insurance
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Payment protection insurance
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Capital gains tax
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Estate planning
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Income tax
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Taxation planning
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Corporate pension
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Employee benefits
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Group Pension/Stakeholder
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Group Protection/Life Insurance
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Group critical illness
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Group income protection
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Group life insurance
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Group private medical insurance
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Group risk
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Long term care
Response rating
10/10
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FCA authorised
Last authorised 24th February 2020
Meet our advisers
Martin Howe
Client Manager

This qualification develops advanced technical knowledge and understanding across a broad range of key advisory areas.

David Heppell
Director

The Diploma enhances knowledge in core areas such as regulation, investment principles, risk, taxation and personal financial planning using real-life scenarios to develop the essential skills to apply this technical knowledge in practice

Corryn Wild
Clent Manager

This qualification develops advanced technical knowledge and understanding across a broad range of key advisory areas.

Andrew Alexander
Director

The Diploma enhances knowledge in core areas such as regulation, investment principles, risk, taxation and personal financial planning using real-life scenarios to develop the essential skills to apply this technical knowledge in practice

This qualification assesses a knowledge and understanding of portfolio investment management. If passed before September 2010 QCF 3 after then QCF 4

What our clients say
I was the Chief Executive of a subsidiary company of a large PLC chemical manufacturer. I had some investments at that time looked after by the investment arm of a major UK bank as well as some with a small local IFA. At that time I was in need of some good independent financial planning advice and my accountants, a major international firm, recommended me to Three Counties. This was nearly 25 years ago! Starting with a modest investment, it became clear that this was a special company and I soon transferred all my other investments into Three Counties care. Under the direction of Peter West, Three Counties has brought together a strong team which has provided me with a personal and caring service in which I have total confidence. I know that what is advised will always be in my interest alone. By keeping an open understanding of my personal, financial and family issues has enabled Three Counties to adjust my Personal Financial Plan to cater for the ever changing requirements caused by economic, legislative and personal requirements – latterly we have been concentrating on Inheritance Tax and estate planning. Peter West is a man of integrity who I trust and who has become a friend. I have no hesitation in recommending this company to future potential clients who require wealth management and financial planning. In fact a number of my friends are also now enjoying the benefits of Three Counties advice.
A.M.A, Wylam, Northumberland
We have known Andrew Alexander, Head of Investments for Three Counties, for some time and enjoy his challenging and robust due diligence process for fund selection. He clearly has a deep understanding of the market and meetings with him are always entertaining and thought-provoking. Andrew likes to dig-deep into the finer details of the fund and also into the thought process of the manager; always with a view to how this will fit with the client portfolios he manages. Analysis and recommendation from Andrew is therefore highly regarded and appreciated.
Gary Kirk, Founding Partner, TwentyFour Asset Management, - London, United Kingdom
I have known Three Counties for many years as one of the leading and most forward looking advisory firms in the North East. As an investment manager dealing with this firm, their professionalism and insight clearly shows and no doubt they apply similar standards when dealing with clients. Three Counties’ market knowledge and insight into what makes a successful fund manager shines through when you come to present to them. At Miton we concentrate our energies on those firms which, like us, have clear strategy to add value to their clients, which we see as the route to long term success in this highly competitive industry.
David Jane, Fund Manager, Miton Group plc, - London, United Kingdom
About us

Based in the heart of North East England, on the historical Lambton Estate, Three Counties has been providing Private and Corporate clients with financial planning and wealth management services since its formation in 1989. Proud of our status as Independent Financial Advisers, we ensure that our clients receive unbiased and impartial financial advice at all times.

Our services

Core to our client proposition is our focus upon the highest quality investment advice and personal financial planning guidance. With over 150 years combined experience across many aspects of both investment and financial management, Three Counties has provided clients with financial stability and peace of mind since 1989

Where to find us

Hedworths One, Bowes Offices, Lambton Park Estate, Bournmoor, County Durham, DH3 4AN

Preferred clients
Minimum wealth (income/assets)
£50,000
Minimum pension value
£50,000
Minimum mortgage value
£0
Advice methods
  • phoneButton
    Telephone
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    Face to face
Response rating
10/10
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FCA authorised
Last authorised 24th February 2020

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