Everything we do centres around your individual circumstances and what you are aiming to achieve. We will always be honest with you and we will never make promises we can't deliver.
We help clients to design their financial plans and put them into action, taking care of essential paperwork and dealing with providers of investments, insurance and other professional advisers. Coming to Eames Laurie you will get to know the team and witness our dedication and professionalism.
Interested in joining our team? Feel free to contact us with your details.
I keep the plates spinning, cogs turning and wear many hats.
Leading and growing a small business means that in any given week I'm often involved in anything from IT to HR, BAU to monitoring KPI’s – and any other two or three letter acronym that’s linked to growing a great business with an awesome team.
Chartered Financial Planner
Fellow of Personal Finance Society
I try to live the best life that I can.
If I'm not on holiday, I'm planning or counting down the days until the next one. My favourite place to visit is the happiest place on earth, Disneyland in Orlando. That's where you can embrace your imagination and sense of fun.
For ten years I taught step aerobics classes as a hobby.
I joined Eames Laurie in 2019, but have worked in Financial Services since I was 18. My experience means I'm able to relate and connect with my clients which helps to build a long-term, trusted relationship. My aim is to help clients achieve their financial goals and obtain financial security.
I don’t want my clients to have to worry about their finances, so my role is all about helping and guiding clients to understand the art of the possible and set their financial goals accordingly.
Diploma in Regulated Financial Planning
Mortgage Advice Qualification (MAQ)
When I'm not out walking my three spaniels (Sam, Fred and Bella), riding my horses (Barbara and Maureen) or sweating it out in my weekly RPM classes, I enjoy catching up with friends over lunch, belting out Justin Hayward in the car and holidaying in Cornwall and Sorrento.
I joined Eames Laurie in 2020. My role is to be there to help my clients achieve their financial aims both now and in the future. In life, circumstances change, so I have to be adaptable and deal with situations as they arise.
DipPFS
I take part in numerous sports- I once ran for 22 hours straight. I have played the guitar (badly, I might add) for a number of years and love the Foo Fighters.
They are all experts in their field and it would make for an interesting evening, although you won’t get much out of Winston these days.
I joined Eames Laurie in 2020 but have been in the marketing, finance and financial services industry for the past 30 years. Helping clients to make and save money, and manage their own financial goals is what I do best. I have a passion for success and take pride in what I do. I also enjoy making complex situations easy to understand.
I spent some years in the Austrian Alps, where I built, directed and managed a successful business. I speak fluent German, and my skiing isn’t too bad either. I love to keep fit, being outdoors, hiking and exploring, and spending time with family and friends.
Raising money for charity is important to me, my latest fundraising was completing a 60-mile run and 3000 skips for Cancer Research UK. The latest addition to the Summerfield family is Winston, our 17 wk old Black Lab puppy, good job I don’t like lie-ins!
"Living the Dream"
Don’t put off until tomorrow what you can do today, you never know what’s around the corner!
I enjoy building relationships with my clients, listening to them and understanding their needs and aspirations. I help them to plan and build their financial priorities for the future to help them ensure their aims are met and can live a comfortable lifestyle in retirement. Adopting a holistic approach to ensure the family wealth is maintained and can be passed down the family tree.
I've been a PADI qualified, advanced scuba diver for 30 years and have seen some amazing sights. The maximum depth I’ve been to is 38m where everything is pitch black. The best sights I've seen were five manta rays feeding overhead. I've also seen turtles, sea horses and a great white shark (from inside a cage I hasten to add!).
When I’m not diving, I enjoy fine dining, singing along to my favourite Queen songs and holidaying in the Maldives.
Never assume and ask questions.
I've worked at Eames Laurie since 2018, but I’ve been in financial services for my entire career. I joined Allied Dunbar (now Zurich) straight out of school thinking it would be for a short period and left almost 30 years later. A year after joining Eames Laurie's administration team I was asked if I’d like to take on the Practice Manager role and of course, I said yes.
I’m responsible for overseeing a fabulous team of ladies in the office and ensuring our team of advisers has the support they need. I love to see individuals succeed and I want every member of the team to reach their potential. I’m passionate about process, quality and providing first-rate customer service.
I want to make a positive difference no matter how large or small it is.
I enjoy spending quality time with family, having a rosé and giggling with my girlfriends and being out in the fresh air with my beautiful Cavapoo puppy, Beau. I’ve not had a dog since leaving home and it’s the best feeling ever.
I am not a ‘Karen’ (OK, maybe sometimes I am)!
I joined Eames Laurie in 2021 but have worked in Mortgage administration for 15 years. My main role is to help our financial advisors get our clients a mortgage. I could be working with the client to organise the finances, helping find a new lender or sourcing their protection and insurance policies.
CeMAP
I love my regular Zumba sessions and spending time with friends and family. I also love a cuppa. I probably drink between 10-12, strong cups with a splash of milk everyday. I've collected a mug from every country I've ever visited, currently standing at a very respectable 22. About 10-12 Mugs a day – has to be strong, and a dash of milk
My cat Frank. I have to get up and feed him or the noise becomes intolerable.
I've worked at Eames Laurie since 2020. I support our financial advisers to develop and review customers' financial plans. This includes gathering data, completing research and writing a recommendation letter with the supporting documents.
Certificate in Financial Planning
Diploma in Regulated Financial Planning
At home, my kids Seth (13) and Kara (8) keep me on my toes. They're oddballs just like their mum but they make me proud every single day.
Aside from spending time with my family and friends, I also love playing netball and sitting down with a good book, but not all at the same time.
Feet are horrible, aren't they? When I left school, I decided to join the army. But I got blisters on my feet too easily and was discharged before I made it through basic training. Maybe the army has something to do with me not liking them.
Before joining Eames Laurie in January 2022, I had little knowledge of the financial industry. However, I was approached by Paul and having worked in my local pub as a commis chef for 7 years, I needed a new challenge. I kindly accepted Paul's offer and started to build my understanding of my new role and responsibilities. In my role, I support our financial advisers with several tasks, enabling them to help their clients achieve their goals.
Joining this role has allowed me to vastly improve my knowledge in all areas of the business world, as well as this sector. Taking on a new challenge has truly allowed me to build myself as a person.
I love going on road trips, with my family, to Italy – seeing the amazing views of numerous countries on our drive. I enjoy spending quality time with family and friends, going to theme parks and music festivals and binge-watching all things Disney or Harry Potter. I also enjoy cooking, trying out new recipes, and relaxing at sunny beaches!
What is the best piece of advice you've ever been given?
Don't underestimate your own abilities.
At work
Prior to joining Eames Laurie at the start of 2023, I worked within the Safeguarded Benefits Team at the Openwork Partnership head office. I have always worked within the Financial Services industry but in previous years, I’ve always been behind the scenes so the opportunity to be client-facing is new and really exciting for me!
Qualifications
I am currently studying for my Diploma in Financial Planning and have 2 more exams to complete, hoping to have this done by the end of 2023 if all goes to plan!
Outside of work
I love playing netball and spending time looking after my dog as well as socialising with friends or family, and looking for my next abroad adventures! I listen to a lot of music and enjoy and appreciate many different genres. I’m a big fan of comedy films with some of my favourites being Tropic Thunder and Stepbrothers.
