Our Services and Approach

Approach

  • Our service is designed to provide tailored solutions to meet a client's needs and changing circumstances, whilst having due regard to taxation and the levels of risk you are prepared to accept.
  • We take time to explain 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 are truly independent and we will base our advice on what we believe is best for you.  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.

John Eames Limited advise on:-

  • Financial Planning - retirement and inheritance tax planning, using your tax allowances and helping you make the most of your money;
  • Investment Advice - ISAs & ISA transfers, Unit Trusts, OEICs, Investment Trusts, Investment Bonds, National Savings, VCTs and Structured Products; 
  • Pension Advice - pension transfers, individual pensions and self-invested personal pension plans;
  • Retirement Advice - pension income options, including annuities, income drawdown and phased retirement;
  • Protection Advice - life assurance, income protection, critical illness, keyman cover and partnership protection.

Please contact us for further information.