Melrose Mortgage Solutions, Bluestone Financial Planning and Foxall Financial Solutions are trade names of Eureka Financial Solutions
Stourport - on - Severn
Andrew Baker - Contact Andrew
I joined the Financial Services industry in 1998 starting my career
as a Financial Adviser with United Friendly and moving across to
Pearl Assurance in 2000. In 2001 I took up the role of a Sales and
Development Manager and this role continued when, in 2003,
Allied Dunbar became part of Zurich Financial Services.
In 2005 I set up Eureka Financial Solutions in partnership with Penny
Wemyss. The business has grown substantially since then and we
currently have consultants in the South West, the Midlands and
also Scotland.
I am fully trained and qualified to give professional Financial Advice
including, Mortgages, Protection, Investments and Pensions. I am
also a member of the Personal Finance Society (PFS) ensuring
courtesy, honesty and fairness. My business has been built up over the years by referrals from satisfied
clients for whom I have helped realise their financial goals.
contact details:
Andrew Baker - Cert PFS Partner
Eureka Financial Solutions, The Willows, 16 Moor Hall Lane, Stourport-on-Severn, Worcs, DY13 8RA
Tel: 01299 821 160
Mobile: 07885 036 035
Fax: 0871 2519262
E-mail - Contact Andrew
Website: Eureka website
Stourport - on - Severn
James Payton - Contact James
I am a qualified Financial Adviser specialising in Mortgage and Insurance solutions. I provide my clients with valuable and professional Mortgage, Protection and Home Insurance advice.
My background is in retail, where I have gained an understanding of many key values and principles that have helped me to develop a client-focused work ethic. I joined the Financial Services industry in 2009 so I that I could support my clients with their financial decisions and build my business by acting in their best interests.
My aim is to help clients achieve the financial objectives that they have agreed; by combining an honest and professional service with a friendly and supportive approach to my work.
My promise is to deal openly and honestly at all times, to understand your needs and deal with those that are a priority, discussing all of the options to enable you to make informed decisions.
contact details:
James Payton - James Payton – Cert CII(MP) Mortgage & Protection Adviser
79 Steatite Way
Stourport-on-Severn
Worcs
DY13 8PQ
Tel: 0844 858 1680
Fax: 0871 2519262
Mob: 07974 118463
E-mail - Contact James
Website: Eureka website
Bath, Somerset and Bristol
Penny Wemyss - Contact Penny
I joined the Financial Services Industry in 1993 starting my career
as a financial consultant representing Allied Dunbar. In 1999 I
took up the role of a Sales and Development Manager and this
role continued when, in 2003, Allied Dunbar became part of
Zurich Financial Services.
In 2005 I set up Eureka Financial Solutions in partnership with
Andrew Baker. Since 2005 the business has grown and we have
consultants in the South West, Midlands and Scotland.
I am fully trained and qualified to give professional Mortgage and
Protection advice. I maintain my qualifications through yearly assessments.
My business has been built up over the years by referrals from satisfied clients for whom I have helped
realise their financial goals.
contact details:
Penny Wemyss - Cert PFS Partner
Eureka Financial Solutions, Estate Cottage, Burnett,
Keynsham, Bristol BS31 2TF
Office: 0117 9866338
Mobile: 07850 247 221
Fax: 0871 994 0567
Email: Contact Penny
Website: Eureka website
Glasgow
Donna Melrose - Contact Donna
I joined the Financial Services Industry in 1981 and began my
career with the Clydesdale Bank where I worked at various
managerial levels. In 2002 I left the Bank and became self
employed as a Mortgage and Protection Consultant. In 2005 I
set up my own business, Melrose Mortgage Solutions.
I am fully trained and qualified to give professional Mortgage
and Protection advice. I maintain my qualifications through
yearly assessments.
My business has been built up over the years by referrals from
satisfied clients for whom I have helped realise their financial
goals.
contact details:
Donna Melrose - Mortgage Consultant
Melrose Mortgage Solutions, 20 - 23 Woodside Place,
Glasgow G3 7QF
Tel: 0141 582 1477
Mobile: 07899 922585
Fax: 0871 714 2167
Email: Contact Donna
Website: Eureka website
Nicola Dean - Contact Nicola
I started in the financial services industry in 1990 after leaving school and joining Nationwide Building Society on a Youth Trainee Scheme.
I left in 1995 to join Skipton Building Society as Senior Customer Advisor and quickly became Branch Manager of our Flagship Glasgow Branch and went through my Financial Services Exams where my role also included Mortgage, Investment and Protection Consultant.
In 2002 I left the Building Society Industry and worked in various Estate Agents gaining wider experience within the Mortgage Market.
In 2005 I joined Pendrew Mortgage Solutions and in 2010 this business merged with Eureka Financial Solutions.
I am fully trained and qualified to give professional Mortgage and Protection advice.
I maintain my qualifications with ongoing examinations.
My business has been built up over the years by referrals from satisfied clients for whom I have helped realise their financial goals. Outside of work I am a mother of two young girls who keep me extremely busy. I enjoy going to the gym and doing charity runs. Also, socialising with my friends when possible, however this can prove difficult with all my other commitments!
contact details:
Nicola Dean 23 Hunters Grove, East Kilbride, Glasgow, G74 3HZ
mobile 07812 125840
fax: 0871 994 3796
Email: Contact Nicola
Website: Melrose Mortgage Solutions
Worcestershire
Brad Bennett - Contact Brad
I started my career in Financial Services after leaving School in 1977 and have since been continually employed in advising within this industry.
I am fully qualified to advise you on any matter relating to protection (life assurance, critical illness cover,
accident/illness/redundancy cover and buildings/contents insurance).
I am also licensed to arrange and discuss any mortgage/loan requirements that you may have and this has been at the
hub of my business for the past 35 years.
Outside of my career, I am happy to serve as a local School Governor and busy myself in caring for a collection of modern British and French cars which are often out on location being used in TV and Filming work both in the UK and Europe.
I enjoy what I do for my clients and I hope that they do too.
contact details:
Brad Bennett - Cert PFS Mortgage Adviser
Eureka Financial Solutions, Bridge House,
Salters Lane, Lower Moor, Worcestershire WR10 2PD
Office: 01386 861484
Mobile: 07984 187462
Fax: 01386 861484
Email: Contact Brad
Website: Eureka website
Evesham and Cheltenham
Ann Tarry - Contact Ann
I am a fully qualified Mortgage Consultant, and specialise in
giving valuable mortgage and protection advice.
I started my financial career in 1978 when I joined Barclays
Bank. I am fully FPC & CeMAP qualified, and have a BSc (Hons)
degree in Financial Services I maintain my knowledge by taking
annual refresher exams.
In 2005, I set up my own mortgage consultancy business which
is based on putting my client’s interests first. In return I have
seen my business expand as satisfied clients have
recommended my services to others.
contact details:
Ann Tarry - CeMAP, BSc (Hons) Mortgage & Protection Consultant
Eureka Financial Solutions, Spring House,
Murcot Turn, Broadway, Worcs. WR12 7HT
Office: 01386 570431
Mobile: 07919 156423
Fax: 01386 830037
Email: Contact Ann
Website: Eureka website
Sutton Coldfield
Sonia Foxall - Contact Sonia
I began in Financial Services in 2004 initially working with Lloyds TSB and then set up my own business, Foxall Financial Solutions in 2005.
My aim is to provide a personal service that will exceed my clients expectations. I will act consistently with honesty & integrity at all times and will ensure I am timely with all my communication with clients. I wish to grow my business through building lasting relationships with my clients and they in turn recommending my services
I am happy to arrange an initial consultation with no charge, to consider your financial planning arrangements.
contact details:
Sonia Foxall -
Foxall Financial Solutions
25 Western Road, Sutton Coldfield
West Midlands, B73 5SP
Office: 0121 321 2171
Mobile: 07710 493229
Fax : 0870 6220362
Email: Contact Sonia
Website: Foxall website
Edinburgh
Gregor McMeechan - Contact Gregor
I am a fully trained and qualified professional mortgage and protection consultant.
I regularly update my skills and knowledge through professional development courses and annual assessments.
I am also an experienced property investor and property manager.
This gives me a unique understanding of mortgages and protection as both customer and consultant.
My business has grown organically through referrals from satisfied clients who I help to realize
their financial goals. My background is in marketing, which gives me a strong customer focus.
I design solutions around your individual needs and provide a high quality service.
contact details:
Gregor McMeechan - Mortgage Consultant
Melrose Mortgage Solutions, Millgate Cottage,
30 Harlow Road, Balerno, Edinburgh, EH14 7AX
Office : 0141 5821477
Mobile : 07803 277680
Fax : 0871 714 2900
Email : Contact Gregor
Website: Eureka website
Melrose Mortgage Solutions, Bluestone Financial Planning and Foxall Financial Solutions are trade names of Eureka Financial Solutions.
To deal openly and honestly at all times and behave with confidentiality, to give you correct advice and information to enable you to make informed decisions, and to honour any promises and representations we make.
FSB - In It For You