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.

" 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)

"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)

"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)

"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)

"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)

Have a question about your finances?

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