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  • Donna Melrose

     


    I joined the Financial Services
    Industry in 1981 and began my
    career with the Clydesdale Bank
    where I worked at various managerial levels.
    In 2002 I left the Bank and became self employed as a Mortgage and Protection Consultant. In 2005 I set up my
    own business, Melrose Mortgage Solutions.

    I am fully trained and qualified to give professional Mortgage and Protection advice. I maintain my qualifications through yearly assessments. My business has been built up over the years by referrals from satisfied clients for whom I have helped realise their financial goals.

    Contact Details:
    Donna Melrose - Mortgage Consultant
    Melrose Mortgage Solutions, 20 - 23 Woodside Place, Glasgow G3 7QF
    Tel: 0141 582 1477 | Mobile: 0789 992 2585 | Fax: 0871 714 2167
    E-mail Donna

    Kimberly Cassidy

     


    I began my career in the Travel
    Industry in 2001, in 2007 I made
    decision to change my career
    and moved to the Financial Services Industry in 2007 with the Royal Bank of Scotland where I worked for 4 years.

    I was made redundant in 2011 which is when I started working with Vertex Financial Services and Tesco Bank Mortgages,

    I left the organisation in 2014 and became a self-employed Mortgage and Protection Consultant with Melrose Mortgage Solutions.

    I am fully trained and qualified to give professional Mortgage and Protection advice, and I maintain these qualifications through yearly assessments.

    As we all know, arranging your mortgage and your mortgage and family protection can be a very stressful and confusing time. My aim is to make this process as simple and as smooth as possible for all my clients whilst offering a professional and friendly service.

    Contact Details:

    Kimberly Cassidy
    Melrose Mortgage Solutions, 20 - 23 Woodside Place, Glasgow G3 7QF
    Tel: 0141 339 1176 | Mobile: 0795 668 5516 | Fax: 0872 352 0600
    E-mail Kimberly  |   View Testimonials

    Nicola Dean

     


    I started in the Financial Services
    industry in 1990 after leaving
    school and joining Nationwide
    Building Society on a Youth
    Trainee Scheme.

    I left in 1995 to join Skipton Building Society as Senior Customer Advisor and quickly became Branch Manager of our Flagship Glasgow Branch and went through my Financial Services Exams where my role also included Mortgage, Investment and Protection Consultant.

    In 2002 I left the Building Society Industry and worked in various Estate Agents gaining wider experience within the Mortgage Market.
    In 2005 I joined Pendrew Mortgage Solutions and in 2010 this business merged with Eureka Financial Solutions®.

    I am fully trained and qualified to give professional Mortgage and Protection advice. I maintain my qualifications with ongoing examinations.

    My business has been built up over the years by referrals from satisfied clients for whom I have helped realise their financial goals.
    Outside of work I am a mother of two young girls who keep me extremely busy. I enjoy going to the gym and doing charity runs. Also, socialising with my friends when possible, however this can prove difficult with all my other commitments!

    Contact Details:
    Melrose Mortgage Solutions, 23 Hunters Grove,
    East Kilbride, Glasgow, G74 3HZ
    Office 0333 344 9040 | Mobile 0781 212 5840 | Fax: 0871 994 3796
    E-mail Nicola

  • Andrew Baker

     


    I joined the Financial Services
    industry in 1998 starting my career
    as a Financial Adviser with United
    Friendly and moving across to Pearl Assurance in 2000.

    In 2001 I took up the role of Sales and Development Manager
    with Allied Dunbar and this role continued when, in 2003, Allied Dunbar became part of Zurich Financial Services.

    In 2005 I set up Eureka Financial Solutions® in partnership with Penny Wemyss. The business has grown substantially since then and we currently have consultants in the South West, the Midlands and also Scotland.

    I am fully trained and qualified to give professional Financial Advice including, Mortgages, Protection, Investments and Pensions. I am also a member of the Personal Finance Society (PFS) ensuring courtesy, honesty and fairness. My business has been built up over the years by referrals from satisfied clients for whom I have helped realise their financial goals.

    Contact Details:
    Andrew Baker - Dip PFS Partner
    Eureka Financial Solutions®, The Willows, 16 Moor Hall Lane,
    Stourport-on-Severn, Worcs, DY13 8RA
    Tel: 0129 982 1160 | Mobile: 0788 503 6035 | Fax: 0129 969 1010
    E-mail Andrew  |   View Testimonials

    James Payton

     


    I am a qualified Financial Adviser
    specialising in Mortgage and
    Insurance solutions. I provide my
    clients with valuable
    and professional Mortgage, Protection and Home Insurance advice.

    My background is in retail, where I have gained an understanding of many key values and principles that have helped me to develop a client-focused work ethic. I joined the Financial Services industry in 2009 so I that I could support my clients with their financial decisions and build my business by acting in their best interests.

    My aim is to help clients achieve the financial objectives that they have agreed; by combining an honest and professional service with a friendly and supportive approach to my work.

    My promise is to deal openly and honestly at all times, to understand your needs and deal with those that are a priority, discussing all of the options to enable you to make informed decisions.

    Contact Details:
    James Payton – Cert CII(MP) Financial Adviser
    Eureka Financial Solutions®, 35 Mill Street, Kidderminster,
    Worcestershire, DY11 6XB
    Tel: 0333 344 9040 | Mob: 0797 411 8463 | Fax: 0129 969 1010
    E-mail James  |   View Testimonials

    Sonia Foxall

     


    I began in Financial Services in
    2004 initially working with Lloyds
    TSB and then set up my own
    business, Foxall Financial Solutions in 2005.

    My aim is to provide a personal service that will exceed my clients expectations.
    I will act consistently with honesty & integrity at all times and will ensure I am timely with all my communication with clients.

    I wish to grow my business through building lasting relationships with my clients and they in turn recommending my services.

    I am happy to arrange an initial consultation with no charge, to consider your financial planning arrangements.

    Contact Details:
    Sonia Foxall - Foxall Financial Solutions
    25 Western Road, Sutton Coldfield, West Midlands, B73 5SP
    Office: 0121 321 2171 | Mobile: 0771 049 3229 | Fax : 0870 622 0362
    E-mail Sonia  |   View Testimonials

    Ann Tarry

     


    I am a fully qualified Mortgage
    Consultant, and specialise in
    giving valuable mortgage and
    protection advice.

    I started my financial career in 1978 when I joined Barclays Bank. I am fully FPC & CeMAP qualified, and have
    a BSc (Hons) degree in Financial Services. I maintain my knowledge by taking annual refresher exams.

    In 2005, I set up my own mortgage consultancy business which is based on putting my client’s interests first. In return I have seen my business expand as satisfied clients have recommended my services to others.

    Contact Details:
    Ann Tarry - CeMAP, BSc (Hons) Mortgage & Protection Consultant
    Eureka Financial Solutions®, 30 Hazel Avenue, Evesham,
    Worcestershire, WR11 1XT
    Office: 0138 657 0431 | Mobile: 0791 915 6423 | Fax: 0138 666 1122
    E-mail Ann  |   View Testimonials

    Marcia Dixon

     


    Marcia and the team at Click
    Financial Solutions have more
    than 20 years experience in
    Mortgage Advice.

    They can advise on Mortgage, Protection and General Insurance and are available on the end of the phone
    throughout the daytime and evening.

    Their aim is to help clients achieve their objectives by working hard to get the required result, they are always happy to help.

    Contact Details:
    Marcia Dixon
    Click Financial Solutions, International House, Old Walsall Road,
    Hamstead, Birmingham, B42 1NN
    Office: 0121 357 4117 | Fax : 0121 357 4117
    E-mail Marcia  |   View Testimonials

    Mat Lashford

     


    I am a qualified Financial Adviser,
    specialising in Mortgage and
    Protection advice.
    I started my career in Financial Services in 2005, initially working with NatWest. I then decided to change career and worked in Export Management for a number of years.

    In 2014 after updating my qualifications, I decided it was a great time to return to Financial Services and more recently joined the Eureka team.
    Financial planning is an important aspect of our lives that is constantly changing.

    My focus is to fully understand my client's needs and circumstances, striving to deliver advice that can be relied upon. I would be delighted to offer my services to new clients, so please contact me using the details below to arrange an initial meeting.

    Contact Details:
    Mat Lashford
    Eureka Financial Solutions, 81 Steatite Way, Stourport-on-Severn,
    Worcestershire, DY13 8PQ
    Tel: 0129 982 5577 | Mobile: 0779 160 3738 | Fax: 0129 969 1010
    E-mail Mat  |   View Testimonials

  • Penny Wemyss

     


    I joined the Financial Services
    Industry in 1993 starting my career
    as a financial consultant
    representing Allied Dunbar. In 1999 I took up the role of a Sales and Development Manager and this role continued when, in 2003, Allied Dunbar became part of Zurich Financial Services.

    In 2005 I set up Eureka Financial Solutions® in partnership with Andrew Baker. Since 2005 the business has grown and we have consultants in the South West, Midlands and Scotland.

    I am fully trained and qualified to give professional Mortgage and Protection advice. I maintain my qualifications through yearly assessments.

    My business has been built up over the years by referrals from satisfied clients for whom I have helped realise their financial goals.

    Contact Details:
    Penny Wemyss - Partner
    Eureka Financial Solutions®, Estate Cottage, Burnett
    Keynsham, Bristol BS31 2TF
    Office: 0333 344 9040 | Mobile: 0785 024 7221 | Fax: 0117 981 1228
    E-mail Penny  |   View Testimonials

    Ben Chinn

     


    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.

    With my time with the bank I have helped numerous people realise their financial goals.

    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.

    Contact Details:
    Ben Chinn Dip PFS Financial Advisor
    Eureka Financial Solutions®, 67 Abbey Road, Bristol, BS9 3QL
    Office: 0117 325 0155 | Mob: 0771 131 7606
    E-mail Ben