Independent Financial Adviser
Tel: 01228 538 988
InvestAcc Wealth Management Limited
Port Road Business Park, Carlisle, Cumbria, CA2 7AF
Eric has been in Financial Services for almost thirty years, commencing in direct sales as a financial adviser with Hill Samuel. On gaining considerable experience in other direct sales organisations, he moved from being a tied adviser to an independent financial adviser about ten years ago. Since then, he has been able to offer his clients a more comprehensive service which they appreciate. He has also worked as an independent financial adviser with Balfour Wealth Management before joining InvestAcc earlier this year. Eric’s clients are located all over the United Kingdom and many parts of the world and he is currently introducing them to the high quality service that InvestAcc provides.
Eric is married with three children and four grandchildren, two of them arriving in the past few months. He keeps busy helping his wife Kathleen, in her garden, and is content to take her instructions on what needs to be done. He likes travelling, walking, and looks forward to taking time off for holidays, and he appreciates good food. Eric has always been keen on steam railways, which he enjoys very much.
Eric now looks forward to continuing to introduce his clients to InvestAcc where they can take comfort in receiving a high quality service in a friendly and efficient manner.