Client Services

Private Clients

Our approach to financial planning is designed to assist private clients, their partners and their families to attain their holistic financial objectives, whilst having due regard to taxation and the levels of risk they are prepared to accept.

John Eames Limited advise on:

• Investment 
• Retirement Planning (including SIPPs) 
• Inheritance Tax Planning 
• Protection (including life assurance) 

Our service is designed to provide clients with top quality advice in a friendly and efficient manner. We take time to understand our clients’ needs and guide clients through all the information they need to allow them to make a fully informed decision so that they understand the benefits of the advice provided.  We will always explain the alternative methods of our remuneration for these services.

We regularly review our stance on investment and technical issues, with our advisers being supported by skilled and knowledgeable administrative staff using some of the latest software servicing tools.

Corporate Clients

Our aim is to deliver benefits as cost effectively as possible, whilst communicating these to employees in an easily understood form.

John Eames Limited advise on:

• Pensions
• Group Risk (including life assurance, income protection, and Keyman protection).