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...
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.
For more reviews, please visit our Testimonial page here.
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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contact us
Call: 01299 821 160
Email: advice@eurekafs.uk
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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.