Investment Advice

With so many options, how do you choose the right one for you? We’ve made it easy.

Which option is right for me?

Our approach to investment advice is based on an understanding of your needs and how much risk you’re prepared to take. We can introduce you to investment opportunities from some of the UK’s leading fund managers. So wherever you decide to invest, you can be sure your money will be in professional hands.

What our clients say about us...

I have known Andy Baker and his team for many years and entrust them to provide me with the best advice for my mortgage, pension and life insurance. They are a pleasure to deal with.

Jamie Painter

Google Review

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.
D & I Anderson

Google Review

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.
Dan Barnes

Facebook Review

For more reviews, please visit our Testimonial page here.

How does investing benefit me?

The basis of investment is using money to make money. And if we’re honest, the idea of having more money appeals to almost everyone. So why don’t more people invest? Well, the sheer choice available can make investing seem incredibly complicated, even for people who’ve done it before. At Eureka Financial Solutions® we can make investing your money simple and straightforward.

The value of investments and any income from them can fall as well as rise and you may not get back the original amount invested.

How does investing benefit me?

The basis of investment is using money to make money. And if we’re honest, the idea of having more money appeals to almost everyone. So why don’t more people invest? Well, the sheer choice available can make investing seem incredibly complicated, even for people who’ve done it before. At Eureka Financial Solutions® we can make investing your money simple and straightforward.

The value of investments and any income from them can fall as well as rise and you may not get back the original amount invested.

Book an Appointment

Fill out the form below and we will be in touch regarding your enquiry. Or call us on 01299 821160.

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Eureka Financial Solutions Ltd is an appointed representative of The Openwork Partnership, a trading style of Openwork Limited which is authorised and regulated by the Financial Conduct Authority. Eureka Financial Solutions Ltd is registered in England number 11567337. Approved by The Openwork Partnership on 30/03/2023.

The information on this website is subject to the UK regulatory regime and is therefore targeted at consumers based in the UK. No representations are made as to whether the information is applicable in any other country which may have access to it.

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