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By exploring your goals and objectives we can tailor a financial strategy specific to your needs

A process that works

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The process we follow

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1

Your goals

We establish your life goals, personal circumstances, aspiration and concerns.

2

Your information

We collect all relevant personal and financial data and establish your perceived risks.

3

Analysis

We assess your current position and how you have arrived there, with the intention of making a recommendation on the type of products that will best suit your needs.

4

Strategy design

Having completed the preparatory work, we will prepare a personal report and recommendations, then set out different strategies which can be used to et you where you want to be.

5

Implementation

We agree the plan to implement the strategy to help you achieve your objectives over a given period of time.

6

Regular reviews

If you choose, we’ll meet on an ongoing basis to assess your strategy and implement the next steps in your plan.

"Always helpful and very friendly"

I have a very good working relationship and now friendship with Jim, and have done since 2007. His advice and guidance over the years have been perfect and I have recommended him to various people. I have my pension and investments (plus Company investments), and my Mothers investments with him, and we are both very happy.

The staff at Eames Laurie I have dealt with have always been helpful and very friendly. 


M Sharpe, East Sussex

"Thorough, courteous and effective."

My wife and I have been using the services of Eames Laurie for over 18 months. 

During that time, the team, (particularly Klaudyna for mortgages and Lorna for pensions) have been very thorough, courteous and effective in their dealings. They have provided me with various options to consider for each product type with clear explanations to support their advice and recommendations.

I have already recommended the team at Eames Laurie to various family members, friends and work colleagues and will continue to do so.


R Malkani, Stanmore

" I couldn't be happier with the service I received."

I couldn't be happier. I needed a mortgage that would suit my financial situation and that wasn't easy post pandemic. Klaudyna was absolutely amazing at helping me find a mortgage tailored to me. She communicated with me every step of the way, and never made me feel like my goal to be a homeowner was out of reach. I couldn't be happier with the service I received.


A Mcknight, Swindon

"Realistic, comprehensive and truthful advice."

My wife and I have used Eames Laurie for a few years now. The advice given by them has always been realistic, comprehensive and truthful. The products they recommended for us are working well. They really take the time to understand your needs and explain everything in an easy and understanding way. I would recommend using Eames Laurie Financial Services all for financial matters.


P Bliss

"Clear advice given in a timely manner"

I have used Eames Laurie for a number of years for a range of financial matters, most recently to financially plan for moving home and to source a mortgage.

As always, the service was client-focused with clear advice given in a timely manner. Liza worked with us throughout the process from setting a budget to sourcing a mortgage, a conveyancing company and suitable life and home insurance. This relieved a lot of the stress commonly associated with a home move. I highly recommend the service for all personal financial planning needs.


C Potts, Hampshire

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Pariatur sociis egestas adipisci aptent maxime? Dapibus incididunt voluptate? Numquam, veniam elit voluptatum ea felis fugit, ex conubia? Aliquet ullam? Consequatur. Officiis. At rerum, duis maiores id, asperiores? Ante! Natus placerat vel habitant lacinia. Eros tempor! Orci, doloribus nemo minim quam facere eaque iaculis dolore.

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Interdum at possimus irure! Duis quaerat officia tellus, commodi maecenas, placeat, eum. Aptent quisque magnam, facilisi, quia cursus ullam adipisci elit mollitia, rutrum mollit, felis. Aliquip iure? Nisl! Erat quia, congue egestas non mus veritatis massa adipisicing excepteur tempus elementum convallis sed id cursus ullam.

Pariatur sociis egestas adipisci aptent maxime? Dapibus incididunt voluptate? Numquam, veniam elit voluptatum ea felis fugit, ex conubia? Aliquet ullam? Consequatur. Officiis. At rerum, duis maiores id, asperiores? Ante! Natus placerat vel habitant lacinia. Eros tempor! Orci, doloribus nemo minim quam facere eaque iaculis dolore.

"Always helpful and very friendly"

I have a very good working relationship and now friendship with Jim, and have done since 2007. His advice and guidance over the years have been perfect and I have recommended him to various people. I have my pension and investments (plus Company investments), and my Mothers investments with him, and we are both very happy.

The staff at Eames Laurie I have dealt with have always been helpful and very friendly. 


M Sharpe, East Sussex

"Thorough, courteous and effective."

My wife and I have been using the services of Eames Laurie for over 18 months. 

During that time, the team, (particularly Klaudyna for mortgages and Lorna for pensions) have been very thorough, courteous and effective in their dealings. They have provided me with various options to consider for each product type with clear explanations to support their advice and recommendations.

I have already recommended the team at Eames Laurie to various family members, friends and work colleagues and will continue to do so.


R Malkani, Stanmore

" I couldn't be happier with the service I received."

I couldn't be happier. I needed a mortgage that would suit my financial situation and that wasn't easy post pandemic. Klaudyna was absolutely amazing at helping me find a mortgage tailored to me. She communicated with me every step of the way, and never made me feel like my goal to be a homeowner was out of reach. I couldn't be happier with the service I received.


A Mcknight, Swindon

"Realistic, comprehensive and truthful advice."

My wife and I have used Eames Laurie for a few years now. The advice given by them has always been realistic, comprehensive and truthful. The products they recommended for us are working well. They really take the time to understand your needs and explain everything in an easy and understanding way. I would recommend using Eames Laurie Financial Services all for financial matters.


P Bliss

"Clear advice given in a timely manner"

I have used Eames Laurie for a number of years for a range of financial matters, most recently to financially plan for moving home and to source a mortgage.

As always, the service was client-focused with clear advice given in a timely manner. Liza worked with us throughout the process from setting a budget to sourcing a mortgage, a conveyancing company and suitable life and home insurance. This relieved a lot of the stress commonly associated with a home move. I highly recommend the service for all personal financial planning needs.


C Potts, Hampshire

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