Celebrating 20 Years of Trusted Financial Guidance

For two decades, Eureka Financial Solutions has proudly helped individuals and businesses navigate their financial journeys with confidence and care.

A Message from Our Founder

Celebrating 20 Years! As we celebrate 20 incredible years in business, our Founder & Director, Andrew Baker Dip PFS, shares his thoughts on this milestone…

“It is hard to believe that 20 years have already passed, since we started Eureka. We want to thank all of our clients, both those who have been with us from the very beginning and those that are new to us. Our Ethos is still the same, to support you through your Financial Journey and to keep things simple!

We begin our 21st year with new additions to the Eureka Team who will continue to support you along the way. A heartfelt thank you to everyone who has been part of our journey so far. We look forward to continuing to help you achieve your financial goals for many years to come!”

The People Who Made It Possible

Tracey Fraser-Clark
Executive Personal Assistant
Benjamin Chinn Dip PFS

Financial Adviser

Penny Harris Dip PFS
Financial Adviser
Asia Herbut
Mortgage & Protection Adviser
Callum Elson CeMAP
Mortgage & Protection Adviser
Sarah Stone
Administrator
Kerry Cooper

Administrator

Drew Ricketts Dip PFS

Para-planner

Stuart Harris CeMAP
Administrator

What our clients say about us...

We were recommended to Penny Harris as a mortgage broker, and I can honestly say in dealing with solicitors and estate agents, Penny was by far the most pleasant part of the very stressful experience. My husband and I are both self-employed, and dreaded trying to get a mortgage. Penny made the whole experience so easy. She sorted everything we needed in a short time frame, and kept in contact throughout. This being our first house purchase, we messaged her regularly with questions and it was never too much trouble for her to talk us through everything. I recommend her to everyone, she was such a joy to deal with. Thank you Penny!

Becky Barker

Emailed Direct

We have been working with Andy & his team for over 20yrs ever since we moved from our native Yorkshire to Malvern in Worcestershire. Eureka helped us with all sorts of financial issues at a difficult time for us, this included Mortgages, Re-Mortgages, Financial and Investment advice and also personal pension guidance and advice, always accommodating, pragmatic and willing to work with us to arrive at a solution to any queries or concerns we may have. Working with Eureka is more like working with friends and family always making the difficult minefield of personal finances easy to understand and done in such a way that there's no pressure with regards to the decision making process. They are always my first port of call for anything financial as I find Eureka really are a one stop financial advice shop.

Steve & Diane Higgs

Emailed Direct

We cannot recommend Asia highly enough for her incredible support and expertise! We needed to mortgage our farmhouse to undertake quite a complicated renovation and building project. We were disappointed to find that our own bank was not interested in helping us, as we didn’t fit standard criteria - despite being loyal customers of theirs for years. Asia went above and beyond to find the right lender for us, successfully navigating the complex requirements of our mortgage application. Her knowledge, persistence and professionalism made all the difference. Thank you so much Asia for your incredible support – we truly couldn’t have done it without you!

Mr & Mrs Davis, Worcestershire

Emailed Direct

For more reviews, please visit our Testimonial page here.

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