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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.

"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)

"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)

"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)

"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.


"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 (13/05/22)

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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