01793 973003

About Eames Laurie Financial Services

We build better and brighter futures, by empowering people to take action today

Trust

35+ years of clients trusting us to do the right thing.

Honest

We won’t sugarcoat the truth or shy away from having challenging conversations.

Quality

We understand and strive to deliver great service and advice, because we care.

Approachable

We listen to you.

We're a dedicated team

At Eames Laurie we have over 35 years of experience in financial services, so we know what works and what doesn’t. Our clients are at the centre of everything we do and we work hard on their behalf to make sure they receive the financial advice service they expect and deserve.

Markets move quickly and confidence can easily be lost. That's why our team stay up-to-date with the latest industry and product news, making sure you have the best financial advice possible. Our team are always here to answer any questions and act on instructions you may have.

Come and meet the team

We do the right thing – for our clients, for each other and for our community

We give

£10,000 per year

We donate 1% of our turnover to good causes each year (a minimum of £10,000).

We support

Our local community

Making a difference is ultimately what drives us, that's why over the years we've sponsored a number of local charities, organisations and events.

We aim to be

Net zero by 2030

Through the reduction of paper usage, and fuel, encouraging staff to switch to electric cars and installing mechanical ventilation in the office.

Here are just a few of the organisations we've supported

Our financial planning process is tailored to your individual needs

You can expect the following from our Wealth Planning service

Holistic advice

A personal ongoing relationship with your Eames Laurie Financial Planner, and wider support from our expert team
A team who are focused on your goals, attitude to investment risk, knowledge, and experience with emphasis on your personal ethical values

Full analysis

Full analysis of your current savings and investments, and advice on how best to structure your finances for the future you want
Estate planning to protect your family and ensure a lasting legacy that you can be proud of

Ongoing support

Reassurance and regular reviews of your personal circumstances, life events and changing needs throughout your working life and into retirement
Make sure your financial plan remains aligned to your personal principles and goals

An initial consultation with Eames Laurie is completely fee-free.

We’re keen to explain what we do and how we can best meet your needs – why not book your free consultation today?

Book a fee-free consultation

It's never too late to take the first step

Having financial peace of mind can be daunting. But forming a financial plan can make all the difference to your long-term goals and peace of mind. Once your plan is in place regular reviews will ensure that it remains on track giving you reassurance about what is important to you.

Take the first step, contact our team

Financial planning is at the heart of everything we do

Research shows that those who take financial advice are more likely to accumulate more financial and pension wealth, supported by increased saving and investing in equity assets meaning more income in retirement whilst giving peace of mind which is priceless. We put our clients front and centre to help them to achieve their financial goals.

The value of financial advice

Pensions & Retirement Planning

Never has it been more important to plan your financial future. With state pension ages constantly under review, everyone should be planning a retirement that fits in with their life goals. We can explain why pension planning is so critical and help you understand your options.

Mortgages

Buying a property is one of the biggest purchases a person will make in their lifetime.

Investments

There are many ways to invest your money, but making sure you're investing in a tax-efficient way that aligns with your life goals is not simple. We can make sure that you get the most tax-efficient investment product for your individual circumstances.

Protection

Protection can be seen as divisive because it's often only needed when you want to make a claim. Our advisers will show you the benefits of having robust protection plans in place.

Estate Planning

Our advisers can help to plan your estate and inheritance tax to make sure your accumulated wealth is passed on to whomever you want to benefit from when you're no longer here.

Later Life

We're all living longer. But living longer can mean we need more complex care in later life. We can support you and your family to plan your later life options while you're able.

" 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)

"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.

"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)

"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)

Have a question about your finances?

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