Mathew Lashford, Eureka Financial Solutions

View Mathew Lashford profile
Eureka Financial Solutions
Member of the Bewdley BoB Club

Eureka Financial Solutions Financial Adviser
The Old Inspectors House
York Street
DY13 9EH
People looking for guidance in Financial Planning; understanding what's in place, what you would like and designing a strategy to achieve this.

Business Description

Mat is a qualified Financial Adviser offering advice on mortgages, protection, investments and pensions.

Mat’s financial services career started in 2001 at NatWest and gave him a great insight into the industry, with an in depth understanding of the importance of achieving the right advice for each client. This is where his passion for financial planning and delivering bespoke advice to individuals came from.
After a career change working within the export industry, Mat decided it was time to continue his career in financial services and joined the Eureka team in 2014 as a Mortgage and Protection Adviser.
Focusing his service to clients around the best mortgage and protection solutions became a specialism over the next few years. However, it became apparent that his clients wanted a more holistic approach to financial planning where all areas could be considered to mesh mortgage, protection, investments and pension goals into a single financial plan. To respond to client needs Mat has now furthered his qualifications and is fully qualified to give advice on Investments and Pensions.
Mat is very passionate about the role he plays in helping clients realise their financial goals and work in partnership to develop a financial plan. Along with the help of his office team, they strive to make these dreams reality and aim to take the stress out of financial planning.
Mat would be delighted to offer his services to new clients, so please contact him using the details below to arrange an initial meeting.
Eureka Financial Solutions®, The Old Inspectors House, York Street, Stourport-on-Severn, Worcestershire, DY13 9EH
Tel 01299 825 577 | Mobile 0779 160
3738 | Email 

My Recommendations

Mat has worked with me to support a number of my clients with their pensions and investments, and his knowledge is second to none. He has a natural skill for finding solutions that address a number of needs and considering the broader impact on a client's future financial position, rather than simply setting up policies that meet basic objectives. I'm always happy to entrust my clients into Mat's care from a broader financial planning perspective and look forward to working closely in the future.

from James Payton

Mat is a financial advisor with a wealth of experience. I needed to review my pension and other investments and Mat took me through what could have been a complicated process and made the whole thing very easy. When dealing with these things there can be a lot of paperwork, but using the systems they have at hand, it was very simple, and I was able to see examples of what I could expect before I made a decision. I would have no hesitation in recommending Mat.

from Matt Yarranton

Accreditations & Qualifications

Financial Adviser, DipPFS