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.

" 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)

"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)

"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)

"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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