Contact us
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.

"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

"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

"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

"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.


"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

Have a question about your finances?

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