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Later Life

Later life planning is more important than ever.

There are so many different care choices within the NHS, and private care can be very expensive.

At Eames Laurie we can help you to manage your finances, should you be required to pay for your care later in your life.

Advice

We will explain what your options are and help you understand how quickly fees can increase and erode your life-long savings. We can help you to find tax-efficient ways of capping costs which could include care fee annuity products.

Recommend

We can help you find a way to fund long-term care that is suitable for your needs. Care that is affordable now and in the future, and works with your financial goals.

Implement

We will implement our recommendations and make sure your finances are used in accordance with your instruction.

Review

On-going reviews of your later life products are vital to make sure they are still suitable and where possible, help to avoid you running out of money should you need long-term care.

" 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 (06/06/22)

"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)

"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)

"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 (12/05/22)

"Safeguarding the value of my investments"

I am fortunate to have considerable savings after the sale of a large family home. My plans have never been fixed, with various possible ways to use the money.

James (Jim) Morgan from Eames Laurie has listened patiently during many visits, in conversations ranging over ethical investments, my family matters, further house moves, contingency plans, and general topics of wealth, well-being, and personal values. All the time he has kept a clear eye on safeguarding the value of my investments, including far-sighted steps to reduce inheritance tax, acting as my trusted financial adviser and with the resources of Eames Laurie behind him.


P Grant, Retired, Hungerford (17/05/22)

We are all living longer

That means that more of us are needing some form of care. Whether that’s in a care home, residential care or retirement village.

Spending time planning while you’re still able, gives you greater control over your later life. 

We can help you to put a plan in place that will help pay for your care, and protect your family from having to make tough decisions on your behalf.

Ways to protect your wealth in later life

The products and services promoted here are not part of the 2plan wealth management Ltd offering and are offered in our own right. 2plan wealth management Ltd accept no responsibility for this aspect of our business. These products are not regulated by the Financial Conduct Authority.

450+

We manage the finances of over 450 satisfied clients around the UK

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