Partner
Special Interests
- Investment Management of pensions and trusts
- Financial planning for high net worth individuals
- Self Invested Personal Pension specialist
Qualifications
- Fellow of the Institute of Chartered Accountants of England and Wales
- Member of the Personal Finance Society
- Investment Management certificate
Email Eric by clicking here
Tel: +44 (0)20 7382 1820
Further information
- Responsible for a portfolio of high net worth clients
- Shares responsibility for the group’s discretionary investment portfolio service, chairing the Investment Committee.
After receiving an economics degree from Warwick University Eric qualified as a chartered accountant with KPMG in London in 1981. He has been a specialist in financial planning and investment management since 1987, joining FW Stephens as a partner in 1998.
External Interests
Board member of Financial Services Faculty of ICAEW.
Personal Interests
Sailing, skiing and motorcycling.