How can we help you?
We offer expert financial guidance and solutions for every journey.
The internet is not a secure medium and the privacy of your data cannot be guaranteed. Your details will not be stored on our database and therefore will not be used for marketing purposes.
We understand and help to achieve our Client’s Goals
Even for the experienced, sorting out your finances can be complex. At Eureka Financial Solutions we can give you the expert guidance you need, right from the start of your journey.
We also understand that the right financial advice has to be backed up by financial products that offer the right features at the right price for you.
Every new journey involves decisions. Which route is best? What will you need to make you reach your destination? We will give you advice and clear recommendations that will help you plan for your financial future.
Our Products & Services
We can offer you advice on:
Mortgages & Loans
- First Time Buyers
- Home movers
- Re-Mortgages
- Buy To Let*
- Commercial*
- Self Build & Renovations
- Secured loans
- Bridging Loans*
YOUR HOME MAY BE REPOSSESSED IF YOU DO NOT KEEP UP REPAYMENTS ON YOUR MORTGAGE.
Some Buy to Let mortgages are not regulated by the Financial Conduct Authority.
Insurance & Protection
- Life & Critical Illness Cover
- Income Protection
- Shareholder Protection
- Accident & Sickness
- Unemployment
- Buildings & Contents
- Relevant Life Trusts
- Key Person Insurance
Investments & Pensions
- Structured Deposits
- Auto Enrolment
- Flexi Access Drawdown
- Individual Pensions
- Group Pensions
- Pension Transfer
- ISA’s
- Junior ISA’s
Business Links to
- Conveyancing*
- Overseas Purchase*
- Private Medical Care
- Commercial/Specialist Insurance
- Will Writing**
Lifetime Mortgages
- Equity Release
- Lump Sums
- Drawdown Options
* These types of mortgages, services and some bridging loans are not regulated by the Financial Conduct Authority. Some buy to let mortgages aren’t regulated by the Financial Conduct Authority.
** Will Writing is not part of The Openwork Partnership offering and is offered in our own right. The Openwork Partnership accepts no responsibility for this aspect of our business. Will Writing is not regulated by the Financial Conduct Authority.
Some Buy to Let mortgages are not regulated by the Financial Conduct Authority.
YOUR HOME MAY BE REPOSSESSED IF YOU DO NOT KEEP UP REPAYMENTS ON YOUR MORTGAGE.
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.
A lifetime mortgage is not suitable for everyone and may affect your entitlement to means tested benefits, so it is important to seek financial advice before taking any action. If you are considering releasing equity from your home, you should consider all options available before equity release.
The interest that may be accrued over the long term with a Lifetime Mortgage, may mean it is not the cheapest solution. As interest is charged on both the original loan and the interest that has been added, the amount you owe will increase over time, reducing the equity left in your home and the value of any inheritance, potentially to nothing.
Although the final decision is yours, you are encouraged to discuss your plans with your family and beneficiaries, as a Lifetime Mortgage could have an impact on any potential inheritance. We would also encourage you to invite them to join any meetings with your Financial Adviser so they can ask questions and join in the decision, as we believe it is better to discuss your decision with them before you go ahead.
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.
The internet is not a secure medium and the privacy of your data cannot be guaranteed. Your details will not be stored on our database and therefore will not be used for marketing purposes.