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Mat Lashford

Eureka Financial Solutions

Advice you can trust

Welcome

Aiming to provide first-class service, we strive to take the stress out of Financial Planning.

Mortgages. Insurance. Pensions. Investments.

Mat’s business has been built up over the last few years of client recommendations alongside honest and positive referrals through networking.

Mat Lashford

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.

 

Mat focused his service to find clients the best mortgage and protection solutions and this became his financial specialism. 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 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 working in partnership to develop the right financial plan.

How We Work Together

We work with you every step of the way in order to create your financial plan and making sure you receive a personalised service.
About You
We will complete a Fact Find with you, documenting your personal and financial circumstances in order for us to make recommendations that meet your needs. We’ll also discuss the services we can provide to you.
Our Recommendations
We will discuss our recommendations and put them in writing so that you can see what we’ve suggested and why.
Putting Your Plans Into Place
We will implement the strategy we’ve agreed to help achieve your financial goals.
Regular Reviews
We will be in contact regularly to review your circumstances and make new recommendations so that you stay on track with your financial plans.

Services

Testimonials

We believe that it’s important for our clients to have their say about the service they have received and how the process was for them.

Here’s what our clients say about us…

Contact

Contact Form






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