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01793 973003 advice@eameslaurie.com

Pensions

When do you want to retire and how much income will you need?

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Protection

How much cash would your family need to maintain their current lifestyle if you die prematurely?

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Investments

Are you making the best use of any spare capital or surplus income?

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Our People

Our people are very important to us, as is making certain we provide you with the best possible professional financial advice. Below is a short biography for each of our colleagues together with their contact telephone number. For further contact details please see our "Contact Us" page.


Paul Fell FPFS
Paul Fell FPFS, Chartered Financial Planner
Tel. 01793 973003
AT WORK
Paul has been working in the financial services profession for over 20 years. Paul joined Eames Laurie Financial Services in December 2014 and became a Partner in 2016 as part of the succession planning within the firm.
Pauls teaching background has influenced his commitment to his own ongoing learning and development culminating in achieving Chartered Financial Planner and Fellowship status awarded by the Chartered Insurance Institute.
Paul cares about all the clients he looks after and those within the broader firm. He gets a great sense of achievement when he helps clients achieve what’s most important to them in their lives.

QUALIFICATIONS
Chartered Financial Planner

OUTSIDE WORK
Paul lives in Swindon and is married to Shirley with his grown up children and a dalmatian called Jewels. Over the last 20 years he has spent his time renovating and extending his home. Now this is finished he is renewing his love for the outdoors.
Shirley Fell
Shirley Fell, Partner
Tel. 01793 973003
Mobile. 07748 024029
Email. Shirleyeameslaurie.com
AT WORK
Shirley has been working in the financial services sector for over 30 years. Shirley is a Partner in Eames Laurie Financial Services working with husband Paul. Prior to this she spent 12 years at MetLife, a large Global Insurance Company, in the roles of Chief Operations Officer for the UK and latterly Head of Strategy and Planning for Operations within Europe and the Middle East. Prior to this she held various senior positions in HBOS and also Zurich FS.
Shirley is passionate about customer service and serves as a Non-Executive Director for the Institute of Customer Service.

QUALIFICATIONS
Henley Business School management qualification

OUTSIDE WORK
Shirley is married to Paul and lives in Swindon. In her spare time, she enjoys travelling, cooking, gardening, keeping fit both at the gym and walking their dalmatian dog Jewels and spending time with the family.
Sarah Hall
Sarah Hall , Financial Planner
Tel. 01793 973003
Mobile. 07912 327706
Email. Sarah.halleameslaurie.com
AT WORK
Sarah has been working in the financial services profession for over 30 years. Sarah joined Eames Laurie Financial Services in November 2018, after spending all her working life working in both large and small well known Financial Services Companies.
Sarah understands the importance of trust between clients as well as providing a service that has been promised to ensure that trust and understanding remains. She knows the importance that financial peace of mind can bring to an individual and strives to ensure that clients achieve a better financial future.

QUALIFICATIONS
Mortgage Advice
Diploma in Regulated Financial Planning

OUTSIDE WORK
Sarah lives with her partner and three dogs in a small the village outside of Malmesbury. In her spare time she has enjoy riding her horse and taking the dogs on many of the countryside walks surrounding her home.
Jim Morgan DipPFS
Jim Morgan DipPFS, Financial Planner
Tel. 01793 973003
Mobile. 07795 598979
Email. jimeameslaurie.com
AT WORK
Jim has been working in Financial Services for nearly 30 years, having held various senior roles. He has advised clients both on a personal and corporate basis. Jim joined Eames Laurie in September 2019 and brings with him a wealth of experience. Jim’s priority is to build long term personal relationships with his clients to provide bespoke financial planning, ensuring their future needs are met.

QUALIFICATIONS
Diploma in Regulated Financial Planning
CEMAP

OUTSIDE WORK
Jim lives with his wife and their cat Jasper. Enjoys playing golf, scuba diving and foreign travel.
Chris Fox
Chris Fox, Financial Planner
Tel. 01793973003
Mobile. 07771923482
Email. chriseameslaurie.com
AT WORK
Chris has worked in the financial services industry since the mid-1990’s, predominantly within the areas of Investments and Business Change & IT. Chris joined Eames Laurie in April 2020 having decided he wanted to be working directly with people and helping them achieve their goals through sound financial planning and advice.

QUALIFICATIONS
Diploma in Regulated Financial Planning
OUTSIDE OF WORK
Aside from being a dad to a young son, Chris can be found running around the roads and trails of Devizes and is considering getting back onto his bike and also back into the swimming pool.
Liza Crabtree
Liza Crabtree , Financial Planner
Tel. 01793973003
Mobile. 07973739271
Email. lizaeameslaurie.com
AT WORK
Liza has worked in financial services since 2013, having worked as a contractor in the banking industry she decided in 2019 to retrain and join Eames Laurie.

Liza enjoys taking the time to build and maintain a strong understanding of her clients needs and objectives, with a goal to help them make well informed financial decisions that are right for them and their family at each stage of their financial journey.

QUALIFICATIONS
Mortgage Advice
Diploma in Regulated Financial Planning

OUTSIDE OF WORK
When not at work Liza can usually be found exploring outdoor spaces with her two sons and pet yorkie-poo.
Karen Warner
Karen Warner , Practice Manager
Tel. 01793 973003
Email. karen.warnereameslaurie.com
AT WORK
Karen has worked in financial services since leaving school. Karen joined Eames Laurie Financial Services in April 2018 after 29 years at a large UK life assurance company focusing on occupational pension schemes.
Karen is passionate about quality and delivering the best possible customer experience.

OUTSIDE WORK
Karen lives in Royal Wootton Bassett with her two sons. In her spare time, Karen enjoys supporting her youngest son and his football team, spending time with her family and socialising with friends.
Claire Barnard
Claire Barnard, Platform Coordinator
Tel. 01793 973003
Email. claireeameslaurie.com
AT WORK
Claire has been a member of the team at Eames Laurie Financial Services since August 2014, having previously worked in the motor trade for 23 years as a Company Accountant.

OUTSIDE WORK
In her spare time, Claire enjoys spending time with her family, holidays and socialising with friends.
Wendy Mansfield
Wendy Mansfield , Customer Relationship Executive
Tel. 01793 973003
Email. wendyeameslaurie.com
AT WORK
Wendy joined Eames Laurie in May 2018 having worked in the Financial Services industry for 16 years. Wendy's previous experience has been as an administrator for an Independent Financial Adviser and then a Partner of a Wealth Management Company.
Wendy enjoys building relationships and being able to provide a professional, reliable and good service to our clients.

OUTSIDE WORK
Wendy is married with two daughters. She enjoys spending time with her family, baking, gardening and playing netball.
Lorna Barsby DipPFS
Lorna Barsby DipPFS, Customer Relationship Executive
Tel. 01793973003
Email. lorna.barsbyeameslaurie.com
AT WORK
Lorna has been working in the financial services industry for 10 years and joined Eames Laurie in Jan 2020 .
Lorna completed the Diploma in Regulated Financial Planning in April 2020. Lorna is now working towards achieving the Chartered qualifications. Lorna’s goal is to become a Chartered Paraplanner.

QUALIFICATIONS
Certificate in Financial Planning.
Diploma is Regulated Financial Planning

OUTSIDE WORK
Lorna spends most of her time outside of work with her young family. She also enjoys playing Netball during the week and spending time with friends or supporting her son’s football team at the weekends.
Vicki Thyne
Vicki Thyne, Customer Relationship Executive
Tel. 01793973003
Email. vickieameslaurie.com
AT WORK

Vicki has been working in the financial services sector since leaving college, over 25 years ago, she has been a Mortgage Administrator for the last 12 years working alongside a mortgage broker and joined Eames Laurie in Feb 2021. Vicki also works for another company as a support worker/administrator, working with adults with learning difficulties & mental health issues, supporting them to live independently in the community for the last 2 years.

OUTSIDE WORK
Vicki has a teenage daughter and a husband. She enjoys family time together and travelling to new foreign places.
Klaudyna Kasprowicz
Klaudyna Kasprowicz, Customer Relationship Executive
Tel. 01793 973003
Email. klaudynaeameslaurie.com
AT WORK
Klaudyna has been working in the financial services industry for 6 years and joined Eames Laurie in March 2021. She has been a Mortgage Adviser for the past two years but decided to step back from advising to progress her Bodybuilding passion. Klaud brings a wealth of knowledge to Eames Laurie to support our Mortgage Advisers.

QUALIFICATIONS
Mortgage Advice – CEMAP

OUTSIDE OF WORK
In her spare time, Klaud enjoys training at the gym, practise her posing routine for the future shows and long walks with her Belgian shepherd dog called Kazan.
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Data is compiled by Adviser Portals Ltd every 60 minutes. Information is not realtime. Last updated: 24/06/2021 at 12:00 PM