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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.


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.


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.


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


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.

"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)

"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)

"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)

"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)

"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)

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.


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


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