Our Advisers

meet the Eureka team...

Advisers in the Midlands


 

Andrew Baker Dip PFS
Partner / Finanicial Adviser
Email Andrew

I joined Financial Services in 1998 as a Financial Adviser, after working in Retail Management for almost 14 years.

In 2005 I set up Eureka Financial Solutions in partnership with Penny Wemyss. The business has grown substantially since then and we currently have Advisers in the Midlands, the South West and Scotland.

As a Financial Adviser, I am fully qualified under the Diploma in Regulated Financial Planning to give advice in areas such as Investments, Pensions, Mortgages and Protection. I am also a member of the Personal Finance Society (PFS) by Diploma, ensuring courtesy, honesty and fairness. My business has been built up over the years by referrals from clients for whom I have helped realise their financial goals.

Outside of work I enjoy spending time with my family, walking in our local forest and cycling with members of our Eureka Cycling Club. I am involved as a Committee Member for the Federation of Small Businesses in Worcestershire and enjoy meeting likeminded people through networking and events.

Eureka Financial Solutions®, The Civic, New Street, Stourport-on-Severn, Worcestershire, DY13 8UJ
Tel 01299 821 160  |  Mobile 0788 503 6035  |  Fax 0129 969 1010

Testimonials for Andrew

J Painter (Business Development Director) Coversure Insurance Services

“Eureka are a pleasure to do business with. They give excellent advice that is easy to understand.”

D & I Anderson, Kidderminster

“We have used Eureka Financial Solutions® on several occasions for both our Mortgage and our insurance. The advice they have given and work that they have done for us has been excellent, Andy takes his time to fully understand your needs and explain (in a language you understand) the products and services that are best suited to your needs. We feel safe in the knowledge that we are fully insured should a incident occur and very happy with out current mortgage. We will be using Eureka Financial Solutions® again in the future and I can recommend there services highly.”

Dan Barnes, Kidderminster

“Eureka has helped us on numerous occasions with various financial decisions, mortgages and insurances. Andrew always makes the process easy, transparent with the best deals and rates for us. I would recommend Eureka every time.”

Sonia Foxall
Mortgage & Protection Adviser
Email 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.

Foxall Financial Solutions, 25 Western Road, Sutton Coldfield, West Midlands, B73 5SP
Office 0121 321 2171 | Mobile 0771 049 3229 | Fax 0870 622 0362

Testimonials for Sonia

J & A Haywood, Burntwood

“Sonia’s easy-to-understand, personable approach makes talking about my finances simple. Sonia turns a complex list of income and outgoings into a simple plan, whilst taking into account my lifestyle choices and savings schemes.”

M & S Quinn, Harborne

“Sonia provided us with a highly professional and friendly service that gave us the best mortgage deal considering our special circumstances. She chased up every element of our house purchase with the solicitors and the estate agents until the right answers were forthcoming. I would have no trouble recommending her services to anyone and have done so to friends already. ”

S Smith, Dudley

“Sonia made what could have been a nightmare into a pleasurable experience.”

James Payton Cert CII(MP)
Mortgage & Protection Adviser
Email 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.

Eureka Financial Solutions®, 35 Mill Street, Kidderminster, Worcestershire, DY11 6XB
Tel 01562 752370 | Mob 0797 411 8463 | Fax 01562 752370

Testimonials for James

Mr M. Pratt- Stourport-on-Severn

“James has dealt with my insurance arrangements for a number of years and is always happy to help when I need advice. I turn to James for his knowledge and expertise whenever I am considering a new financial product, from my mortgage to my home insurance. James explains the complex elements of financial products in way that is easy to understand and I feel confident that he works to provide me with the most appropriate solution, rather than for his own financial gain. I would recommend James to anyone looking to make informed decisions about their finances.”

Mr & Mrs Lewis- Kidderminster

“James has helped us with our finances for a number of years, always looking to advise us of the best options available to us. He has helped with our mortgage arrangements to ensure that we get a great deal and has been on hand to take away the stress and hassle of moving house. He has taken the time to understand our financial position and objectives, to ensure that our insurances offer the peace of mind and value for money that this so important to us. Thanks and see you soon.”

Ann Tarry CeMAP, BSc (Hons)
Mortgage & Protection Adviser
Email 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.

Eureka Financial Solutions®, 4 Allsebrook Gardens, Badsey, Evesham, Worcestershire WR11 7HJ
Office 01386 831 566 | Mobile 0791 915 6423 | Fax 0138 666 1122

Testimonials for Ann

C Sutton

“Ann gave excellent service and good advice to us as a first time buy to let home owner. She was always on the end of the phone when I was unsure of purchasing procedures..”

J Nash

“The advice we received when buying our first house was second to none. Our advisor told us everything we needed to know and more, dealing with our many concerns and queries to the highest standard. The eventual financial package we took up was far better than anything we had been offered before, which included both those from the high street and other advisors. We could not recommend the service highly enough and are extremely happy.”

Mat Lashford
Mortgage & Protection Adviser
Email Mat

I am a qualified Financial Adviser specialising in Mortgage and Protection advice.

I started my career in Financial Services in 2005, initially working with NatWest. I then decided to change career and worked in Export Management for a number of years.

In 2014 after updating my qualifications, I decided it was a great time to return to Financial Services and more recently joined the Eureka team.

Financial planning is an important aspect of our lives that is constantly changing.

My focus is to fully understand my client’s needs and circumstances, striving to deliver advice that can be relied upon. I would be delighted to offer my services to new clients, so please contact me using the details below to arrange an initial meeting.

Eureka Financial Solutions®, The Civic, New Street, Stourport-on-Severn, Worcestershire, DY13 8UJ
Tel 0129 982 5577 | Mobile 0779 160 3738 | Fax 0129 969 1010 | Website www.worcestershiremortgageadviser.co.uk

Testimonials for Mat

Stephen & Sara

“A big thank you to Mat at Eureka, my partner and I love our new home!

Mat was knowledgeable of all the products on offer in the market place and knew exactly what we needed, from the very first meeting I was confident we’d made the right choice.

We never felt any pressure to buy one product over another, there was no hard sell and no jargon, anything we didn’t understand was explained to us in a language we understood.

Buying a House is never straightforward but Mat straightened out a few corners for us and were always willing to get stuck in and help us out when we needed a hand.

We’d have no hesitation in recommending Mat at Eureka to our friends and family.”

R Jackson

“Amazing! Job well done! One of the most stressful times of your life and Mat made it easy and stress free!! Top job.”

R Haslam & D Holden

” We could not recommend Mat enough from Eureka. He has been nothing but helpful and extremely patient.

We previously tried 4 different mortgage advisers over 3 years trying to seek the best help we could, and even lost out on a lot of money, we then came across Mat. He was a life saver. He explored all of our case and gave us honest advice and even stated we only had a slim chance of getting the mortgage due to a credit file zero hour contract. He kept us in the loop through the whole process and was more than happy to answer any queries we had at any point. He broke everything down so we could understand, the whole process wasn’t straight forward at all but Mat didn’t mind.

He was not pushy with anything and recommended solicitors and insurances that suited our needs.

I honestly, from the bottom of my heart, could not recommend Mat enough and we will defiantly never go with anyone else.”

K & A Hamilton

” We could not recommend Mat Lashford Financial Adviser highly enough. Mat has provided us with a highly professional and personal service incorporating every aspect of our house move from start to finish. Mat has liaised with all bodies involved on our behalf and made moving a much more efficient and less stressful process. Mat is highly skilled at ensuring you feel as though you are his only client!

His attention to detail and personal approach is second to none! A true gentleman who goes the extra mile to ensure your move runs smoothly. We will use Mat again in the future!”

 

Advisers in Scotland


 

Donna Melrose
Mortgage & Protection Adviser
Email 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.

Melrose Mortgage Solutions, 20 – 23 Woodside Place, Glasgow G3 7QF
Tel 0141 582 1477 | Mobile 0789 992 2585 | Fax 0871 714 2167

Testimonials for Donna

Alan Johnston

“I would like to take this opportunity to wholeheartedly thank Donna Melrose for the fantastic job she has done in securing our mortgage.
We certainly wouldn’t be the proud owners of our wonderful property without Donna’s help and hard work. We went through a long and protracted process to achieve the mortgage, mainly due to my prior financial history, but none of it would have happened without Donna’s determination and passion to help us. My wife and I will be forever indebted to Donna for this achievement.

I simply can’t praise her enough for the way she set about her task and for its successful conclusion.”

Donald Smith

“Over the last 12 years as clients of Donna Melrose my family has benefited greatly from her exceptional experience within the Mortgage Industry. Despite the many changes in our personal circumstances during this period Donna has kept pace with our combined hopes and aspirations for the future.”

Kimberly Cassidy
Mortgage & Protection Adviser
Email Kimberly

I began my career in the Travel Industry in 2001, in 2007 I made decision to change my career and moved to the Financial Services Industry in 2007 with the Royal Bank of Scotland where I worked for 4 years.

I was made redundant in 2011 which is when I started working with Vertex Financial Services and Tesco Bank Mortgages,

I left the organisation in 2014 and became a self-employed Mortgage and Protection Consultant with Melrose Mortgage Solutions.

I am fully trained and qualified to give professional Mortgage and Protection advice, and I maintain these qualifications through yearly assessments.

As we all know, arranging your mortgage and family protection can be a very stressful and confusing time. My aim is to make this process as simple and as smooth as possible for all my clients whilst offering a professional and friendly service.

Melrose Mortgage Solutions, 20 – 23 Woodside Place, Glasgow G3 7QF
Tel 0141 339 1176 | Mobile 0795 668 5516 | Fax 0872 352 0600

Testimonials for Kimberly

Jill & Ross Galloway

“We contacted Kimberly as she had been recommended to us by a number of people. We were moving house and looking to secure a mortgage in a relatively tight timescale.

From the outset, Kimberly was professional and helpful and she quickly managed to find the best mortgage to suit our needs.

Kimberly kept us up to date with what was happening with our mortgage application which made the whole process seem much less daunting.

And, given that most of this was being done over the Christmas and New Year holidays, we felt that she went the extra mile in order to get our offer through in time.

We are genuinely delighted with the service Kimberly provided and will have no hesitation in using her again in the future or recommending her to others.”

David Howson

“We could not recommend the services of Kimberly Cassidy highly enough. It was a complete pipe dream being able to buy our first home, we did not know the first thing about the process but thanks to Kimberly we are now the proud owners of a house. Kimberly dedicated her time to making sure we got a great deal, a deal that was made specifically made for us, she was on hand at anytime to help and truly went above and beyond to make buying a house such a simple process. Kimberly organised everything from top to bottom, all we had to do was sit back and relax. Truly fantastic service.”

Advisers in the South West


 

Penny Wemyss
Partner / Mortgage & Protection Adviser
Email 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.

Eureka Financial Solutions®, Estate Cottage, Burnett, Keynsham, Bristol BS31 2TF
Office 0333 344 9040 | Mobile 0785 024 7221 | Fax 0117 981 1228

Testimonials for Penny

J Sercombe, Bath

“Penny’s service is excellent in every respect. Her product knowledge is second-to-none and her commitment  to helping her clients in an empathetic way, makes the whole process much less stressful. I would recommend her every time!”

G Pratt, Warminster

“Thanks again for all your help Penny. It really has been massively appreciated having your advice and help in making things go smoothly.”

Ben Chinn Dip PFS
Mortgage & Protection Adviser
Email Ben

I joined the Financial Services industry in 2005 starting my career as a Financial Adviser with the CIS and moving across to Lloyds TSB where I worked for 7 years, after which I joined Eureka in 2013.

Eureka Financial Solutions® allows me to offer my clients a holistic approach to financial advice.

My aim is to help clients achieve their financial objectives and to help and support them on their journey.

With my time with the bank I have helped numerous people realise their financial goals.

My promise is to deal openly and honestly, explore the options available and to tailor to clients individual needs, offering my continued support in the future.

Eureka Financial Solutions®, 67 Abbey Road, Bristol, BS9 3QL
Office 0117 325 0155 | Mob 0771 131 7606

Tim Wills BA (Hons) CeMAP
Mortgage & Protection Adviser
Email Tim

Eureka Financial Solutions® allows me to offer my clients a holistic approach to financial advice.

My aim is to help clients achieve their financial objectives and to help and support them on their journey.

With my time with the bank I have helped numerous people realise their financial goals.

My promise is to deal openly and honestly, explore the options available and to tailor to clients individual needs, offering my continued support in the future.

Eureka Financial Solutions®, 1 Broad Weir, Cabot Circus, Bristol BS1 3DQ
Office 01179 311122 | Mob 07843611098

Stuart Pell Cert CII (MP)
Mortgage & Protection Adviser
Email Stuart

Eureka Financial Solutions® allows me to offer my clients a holistic approach to financial advice.

My aim is to help clients achieve their financial objectives and to help and support them on their journey.

My promise is to deal openly and honestly, explore the options available and to tailor to clients individual needs, offering my continued support in the future.

Eureka Financial Solutions®, 29 Waylands, Cricklade, Wiltshire SN6 6BT
Office 01793 251 350 | Mob 07876 493 839 | Website www.swindonmortgageadviser.co.uk

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