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The value of financial advice

Whether you're buying your first home, becoming a parent, investing for the future, or approaching retirement, a carefully thought out financial plan can make all the difference.

Our purpose and expertise result in your peace of mind and wealth

We want our clients to be able to achieve the sense of control, confidence and peace of mind that comes from making well-informed financial decisions.

Our purpose: We provide financial advice and planning to help identify, achieve and protect the long-term future you desire for you, your family and where relevant, the business you own.

Our expertise: lies in helping you realise what’s possible when it comes to setting and achieving your desired financial goals. Such goals are rarely achieved by accident, usually by a clearly designed and meaningful plan.

See how we work

Stay informed

Confidential financial advice that helps you to make well informed choices

Achieve goals

The best chance of achieving your long-term financial goals

Organisation

Get a feeling of being financially well-organised

Life rewards

More time to enjoy the rewarding life your financial plan has delivered.

Whatever stage of life you're at

You might think professional financial advice is only really necessary when it comes to complex investments or pension planning. But even a seemingly straightforward financial goal could involve numerous decisions and a range of different products and providers.

Financial planning is at the heart of everything we do

Research shows that those who take financial advice are more likely to accumulate more financial and pension wealth, supported by increased saving and investing in equity assets meaning more income in retirement whilst giving peace of mind which is priceless. We put our clients front and centre to help them to achieve their financial goals.

Pensions & Retirement Planning

Never has it been more important to plan your financial future. With state pension ages constantly under review, everyone should be planning a retirement that fits in with their life goals. We can explain why pension planning is so critical and help you understand your options.

Mortgages

Buying a property is one of the biggest purchases a person will make in their lifetime.

Investments

There are many ways to invest your money, but making sure you're investing in a tax-efficient way that aligns with your life goals is not simple. We can make sure that you get the most tax-efficient investment product for your individual circumstances.

Protection

Protection can be seen as divisive because it's often only needed when you want to make a claim. Our advisers will show you the benefits of having robust protection plans in place.

Estate Planning

Our advisers can help to plan your estate and inheritance tax to make sure your accumulated wealth is passed on to whomever you want to benefit from when you're no longer here.

Later Life

We're all living longer. But living longer can mean we need more complex care in later life. We can support you and your family to plan your later life options while you're able.

"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)

"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)

"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 (12/05/22)

"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)

"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)

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