Our Team

Meet our highly experienced and skilled team of advisors.

Who We Are

Andrew Baker Dip PFS

Director & Financial Adviser

andrew@eurekafs.uk

Tel: 01299 821 160 | Mobile: 0788 503 6035

About Andrew...

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

In 2005 Andrew set up Eureka Financial Solutions®. The business has grown since then and Eureka currently have Advisers in the Midlands and in the South West.

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

Outside of work Andrew enjoys spending time with his family, walking and cycling. He is a member in a number of Business groups within Worcestershire and enjoys meeting likeminded people through networking and events.

Tracey Fraser-Clark
Executive Personal Assistant
tracey@eurekafs.uk

Tel: 01299 821 160 | Mobile: 0788 503 6035

About Tracey...
Tracey joined Eureka in 2018, she supports the Eureka team as a whole and enjoys problem-solving and liaising with customers, advisers and providers.
She maintains our records and ensures that efficient processes are in place to enable us to deliver excellent customer service to our clients.

In her spare time, Tracey is a leader for Girlguiding and has successfully run a Brownie Unit for many years. She is able to offer young girls in her local community opportunities to experience team work, challenges, camps, holidays and above all, fun and friendship.

Advisers

Benjamin Chinn Dip PFS

Financial Adviser

benjamin@eurekafs.uk

Mobile: 0771 131 7606

About Benjamin...

Benjamin joined the Financial Services industry in 2005 and then joined Eureka Financial Solutions in 2013.

Benjamin focuses on putting your needs first and make sure that you are fully updated through the process until the end.

Eureka Financial Solutions® allows Benjamin to offer his clients a holistic approach to financial advice. His expertise is in many areas of lending in today’s ever changing market.

Penny Harris CeMAP

Financial Adviser

penny@eurekafs.uk

Tel: 01905 357099 | Mobile: 07949 359003

About Penny...

Penny has been a professional Mortgage and Protection adviser for over 20 years, having started her career with NatWest in 1998 and spending 5 years with them. During this time, she obtained her Certificate in Mortgage Advice and Practice (CeMAP). Keen to widen her skill set, she worked with a specialist mortgage broker, gaining invaluable knowledge about non-standard mortgages before moving to Barclays where she spent another 10 successful years.

Penny has been able to offer mortgage advice from many lenders across the market since 2015 and is able to tailor her advice to support each client’s individual needs and circumstances. In 2019 she joined Eureka Financial Solutions and has recently increased her professional qualifications towards completing her Diploma in Regulated Financial Planning. Penny is now able to provide a full Financial Planning service to include additional areas such as Investments and Pensions.

Many of Penny’s clients are referred to her from existing satisfied customers who have been delighted with her friendly, efficient, and professional service. Please contact Penny to arrange an initial, no-obligation appointment at your home or place of work.

Outside of work, Penny enjoys spending time with her family, watching musicals, and going to fitness classes.

Asia Herbut

Mortgage & Protection Adviser

asia@eurekafs.uk

Tel: 01299 821 160 | Mobile: 07813 451580

About Asia...

Asia joined Eureka in 2022 initially as a Client Relationship Manager. She has since completed all her qualifications to become a fully qualified Mortgage and Protection Adviser.

Previous to joining Eureka , Asia spent 10 years working directly with clients helping them get fitter and healthier, advising on healthy lifestyle and nutrition. She is hard working, driven, organised, always happy and very excited to challenge herself. Helping others gives her the greatest satisfaction. Nothing is ever too much trouble.

She loves healthy food, dancing and totally adores her family.

Support Team

Sarah Stone

Administrator

sarah@eurekafs.uk

Tel: 01299 821 160

About Sarah...

I have 7 years experience of working as an office administrator prior to joining Eureka. I like puzzles and problem solving and enjoy being able to apply that to the work I am doing for our clients. Being able to help colleagues and clients to achieve their goals, really brings me job satisfaction.

Prior to working in administration, I was a qualified outdoor education and adventure activities instructor for more than 10 years.

Outside of work I love to spend time with my two young children and family. We love being outdoors, walking, exploring and enjoying nature.

Kerry Cooper

Administrator

kerry@eurekafs.uk

Tel: 01299 821 160

About Kerry...

Previously to joining Eureka, I worked for over six years in Financial Services supporting teams with administration and business submission.

I enjoy spending time with my Family, watching films together and I love doing home improvements. I am a qualified Reiki Master and I help organise a local meditation group. I always try to maintain a positive outlook on life.

Drew Ricketts Dip PFS

Para-planner
drew@eurekafs.uk

Tel: 01299 821 160 | Mobile: 0788 503 6035

About Drew...

Drew has over ten years of experience within the Financial Services Industry and is a qualified Financial Adviser. Drew fulfills all of our para-planning requirements, offering his analytical and solution-building skills to support our advisers in ensuring our pension and investment clients are matched with the most suitable funds and products to meet their financial goals.

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.

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 15/05/2024.

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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