Eureka Financial Solutions was established in 2005 and offers both mortgage and ﬁnancial advice. The business has a network of friendly, fully qualiﬁed advisers covering the Midlands, South West and Scotland. Partners, Penny Wemyss and Andrew Baker, manage the business with the their team of advisers and administrators, offering individual face to face advice, delivering a ﬁrst class service helping clients achieve their ﬁnancial goals.
All the advisers maintain their qualiﬁcations through yearly assessment and follow the Eureka ethos of ‘treating our customers fairly’. Ben has been a qualiﬁed ﬁnancial adviser for a number of years and was previously working for Lloyds Banking Group.
Eureka Financial Solutions is an Appointed Representative of Openwork Limited.
I joined the Financial Services industry in 2005 starting my career as a Financial Adviser with the CIS and moving across to Lloyds TSB where I worked for 7 years, after which I joined Eureka in 2013.
Eureka Financial Solutions® allows me to offer my clients a holistic approach to financial advice.
My aim is to help clients achieve their financial objectives and to help and support them on their journey.
My promise is to deal openly and honestly, explore the options available and to tailor to clients individual needs, offering my continued support in the future.
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Tel: 0117 325 0155
Eureka Mortgages Bristol is a trading name of Eureka Financial Solutions, an appointed representative of Openwork Limited, which is authorised and regulated by the Financial Conduct Authority.
Conveyancing, Commercial Finance and some Buy to let mortgages are not regulated by the Financial Conduct Authority.