About Us
We think its important to agree how we will work with you right from the beginning.
Our Ethos
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.
We make sure that…
- We have accurate information through factfinding to know you and understand your circumstances.
- We clearly identify your needs and deal with those that are a priority in a clear, concise and fair way.
- Discuss all of your options and ensure we disclose clearly any key facts.
- Recommend solutions within your budget and use our expertise to match products to your needs.
- Provide a clear transparent complaints process without any obstacles.
- Our communications are clear and jargon-free.
We make sure that…
- We have accurate information through factfinding to know you and understand your circumstances.
- We clearly identify your needs and deal with those that are a priority in a clear, concise and fair way.
- Discuss all of your options and ensure we disclose clearly any key facts.
- Recommend solutions within your budget and use our expertise to match products to your needs.
- Provide a clear transparent complaints process without any obstacles.
- Our communications are clear and jargon-free.
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!
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.
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!
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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