01793 973003
Contact us
01793 973003
Contact us

How we work

By exploring your financial goals and objectives, we can tailor a strategy that's specific to your needs.

The process we follow

Every client has a unique and varied range of financial planning needs. Finding out about you and establishing your priorities are the first steps toward creating a meaningful and relevant plan. Once your plan has been implemented, we'll have regular reviews throughout your lifetime to make sure you're on track to meet your financial goals.

1

Find out about you

We collect your personal and financial data and establish how much risk you're willing to take.

2

Establish your goals

We establish your life goals, financial aspirations and answer any questions or concerns.

3

Analyse your position

We assess your current financial position to recommend the best type of products that align with your goals. 

4

Design a strategy

We prepare a personalised report of recommendations and set out strategies to get you to where you want to be financially.

5

Implement the strategy

We agree on the plan and implement the strategy to help you achieve your financial objectives over a set period of time.

6

Have regular reviews

We’ll meet regularly to assess your strategy and implement the next steps in your financial plan.

"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)

"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.

" 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)

"Great communication, really quick response time and a pleasure to deal with"

A huge thank you to the team at Eames Laurie for all their hard work sourcing me a great deal on my mortgage so quickly. My circumstances meant that it was a slightly rockier road than their regular customers, even still, they were there every step of the way with some great advice on how to navigate smoothly through these issues.

Great communication, really quick response time and a pleasure to deal with, above & beyond, 5 stars from me.

G Hargreaves, Artificer Sergeant Major, British Army (05/04/22)

"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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