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Investments

People want their money to work as hard for them as they’ve worked to achieve the money in the first place.

At Eames Laurie we can help find the right investment products for your circumstances and more importantly within your financial comfort zone.

Venture Capital Trusts (VCTs) and Enterprise Investment Schemes (EISs) are higher-risk investments which are aimed at sophisticated and wealthy investors who can afford to take a long-term view.

The value of investments and any income from them can fall as well as rise and you may not get back the original amount invested.

HM Revenue and Customs practice and the law relating to taxation are complex and subject to individual circumstances and changes which cannot be foreseen.

Understand 

We will work with you to determine how much risk you are happy to take with your investments.

Recommend

We will recommend a range of investment products that are both tax efficient and aim to offer you the best financial reward.

Implement

We will implement our recommendations and make sure that your money is invested in accordance with our instruction.

Review

We will regularly review your investments to make sure they remain suitable and in line with your financial objectives.

"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 (2019)

"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 (05/05/22)

"Everything was explained very professionally."

A couple of years ago I was introduced to Eames Laurie whilst looking to reinvest my Stocks and Share ISAs. Their advisers were extremely helpful in directing me toward their ISA managed fund. Throughout the process everything was explained very professionally and at no time did I feel pressured in any way.

I can now monitor and manage my portfolio via their secure website. Would I recommend Eames Laurie ……. definitely without question.


Anon, Newbury (13/05/22)

"My investments are looked after by caring and expert people"

Eames Laurie has looked after my financial matters for many years. I am more than happy with the advice and help I continue to receive.

The advice I receive is explained fully and I am able to contact Chris Fox whenever I have a problem. I feel very relaxed and contented to know that my investments are looked after by caring and expert people. I am extremely happy with the service I receive and have no hesitation in recommending Eames Laurie for all financial matters.


"Considerable care and compassion"

I am totally satisfied with the service that I've received over the past two years from Eames Laurie. It has been a particularly difficult time for me, because a few months before, my wife had suddenly passed away. We both had financial investments with Eames Laurie.

I am very pleased to have Sarah Hall as my Financial Advisor. She always explains clearly, the financial advice that she offers. Furthermore, she has dealt with my situation with considerable care and compassion.


J Davies, Moray (09/05/22)

Helping you to invest and save for the future

Eames Laurie will help you to define what to save for, over what timescales and advise on an investment vehicle that fits with your financial objectives. This could range from stocks and shares ISAs through to General Investment Accounts.

Investing is not predictable

Risk and the potential for reward go hand in hand. Investments that are low in risk are low in potential reward. As you accept more risk, the potential for reward becomes greater. 

Finding the right balance between investment risk and potential returns will depend on lots of things about your situation. We’ll help you work this out so that your investment plan is right for you.

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Diversify your portfolio

Once we understand your ‘appetite for risk’ we will help you build an approach to investing that will best manage the risks and potential rewards.

We’ll help you find the range of opportunities that are right for you so that your choices are linked to both your long-term goal and your approach to risk.

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Investing for the long-term

Investing in the markets is a long-term approach to saving for your future. With patience, careful planning and by staying focussed you can achieve the right outcome.

We really do believe in looking beyond short-term market events and staying focused on your long-term financial goals and we will be there to review, advise and support at every step of the way.

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Finding the most effective ways to protect and grow your money

Investing in a tax-efficient way can make a big difference to your investment plan - especially if you’re a higher-rate taxpayer

£140m+

We manage over £160 million of client monies and investments.

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Investing for your family's future

  • Higher education costs, including loans for tuition fees, living costs and maintenance, are estimated to cost in excess of £50,000, for three-year university education.
  • Getting onto the property ladder Is another major expenditure. For an average first-time buyer, a deposit of over £50,000 could be required, more than the average annual salary.
  • Retirement provision may seem a very long way off, but as with all planning, the sooner you start, the better. The full State Pension is currently £185.15 a week and is certainly not enough on its own to achieve a comfortable retirement.

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