Eureka Financial Solutions were delighted to be announced winners for the 2019 “Celebrating North Worcestershire” calendar competition for June. The publicity that the calendar generated for Eureka has been remarkable, helping to strengthen their brand and reputation, reach new customers and continue to expand their ever-growing business. So what were our winning words:
“We decided to make Stourport our head office location. As a UK national company with links as far north as Glasgow and as far south as Bristol, North Worcestershire is smack in the middle. I live in it and work in it, I love it! Why go anywhere else!”
Eureka Financial Solutions offer bespoke Mortgage, Protection, Pension and Investment advice to provide their clients with a secure, unbiased solution to all of their financial needs.
Now in its 15th successful year, husband and wife team Andy & Kim Baker have grown Eureka to where it is today. Based in Stourport-on-Severn, they manage the business with their team of friendly, fully qualified advisers and administrators to offer individual face-to-face advice and deliver first class customer service throughout the Midlands and South West.
Andy Baker who offers over 20 years of financial planning experience says:
“Eureka has been built up over the years by referrals from happy customers who have engaged us to help realise their financial goals. With clients from both the Corporate and Private sector, we do not specify minimum incomes or investments and are happy to help people from all walks of life. Brand identity has been important to our business over the years so that local people get to know who we are. We utilise Social Media and provide regular updates to try to make Financial Services easier to understand, ensuring that “we keep things simple”. We love doing things differently and have our own Eureka branded pens, pencils, bags and even rulers to give to our clients! I hold our business values very close and take pride in the comprehensive service we offer to our clients.”
Eureka are passionate about treating their customers fairly. They deal openly and honestly at all times and give correct advice and information to enable clients to make informed decisions by:
- Ensuring we have accurate information through factfinding to know our clients and understand their circumstances.
- Clearly identify client needs and deal with those that are a priority in a clear, concise and fair way.
- Discuss all of the available options and ensure we disclose clearly any key facts.
- Recommend solutions within a client’s budget and use our expertise to match products to their needs.
- To do what we promise in terms of service, in a clear and concise manner.
If you would like financial advice you can trust, no matter how large or small, please contact Eureka Financial Solutions on:
Tel: 01299 821160