0208 166 7217
Based in Homerton
View locationChecks carried out by VouchedFor
FCA Regulated
Last checked: 15 February 2025
Eric and/or the firm they work for (or are appointed representatives of) is regulated as appropriate by the Financial Conduct Authority
8
Recent Client Reviews
Verified reviews: 100%
Eric has received 8 client reviews in the past 12 months; 100% of these have been verified
Restricted Financial Adviser
Last checked: 12 November 2024
When choosing products or providers, restricted advisers have a limited selection which they can choose from. They may consider products from some, but not all, providers.
9
Qualifications Uploaded
9 qualification certificates available to view
Eric has added their qualifications to their profile. You can see them by clicking on the ‘qualifications’ tab below
Transparent Fees
Fees not yet added
Eric has not yet added their fees to their profile
17
Positive First Impressions
100% of users who are not yet clients had a positive first experience with Eric
100% of VouchedFor users have had a positive (4 or 5 star) first experience with Eric (based on 17 first impressions)
Checks carried out by VouchedFor
FCA Regulated
Last checked: 15 February 2025
Eric and/or the firm they work for (or are appointed representatives of) is regulated as appropriate by the Financial Conduct Authority
8
Recent Client Reviews
Verified reviews: 100%
Eric has received 8 client reviews in the past 12 months; 100% of these have been verified
Restricted Financial Adviser
Last checked: 12 November 2024
When choosing products or providers, restricted advisers have a limited selection which they can choose from. They may consider products from some, but not all, providers.
9
Qualifications Uploaded
9 qualification certificates available to view
Eric has added their qualifications to their profile. You can see them by clicking on the ‘qualifications’ tab below
Transparent Fees
Fees not yet added
Eric has not yet added their fees to their profile
17
Positive First Impressions
100% of users who are not yet clients had a positive first experience with Eric
100% of VouchedFor users have had a positive (4 or 5 star) first experience with Eric (based on 17 first impressions)
I'm a Chartered Financial Planner and Fellow of the Personal Finance Society. I'm passionate about helping people make better financial decisions, so they can live their best lives, both now and in retirement. Through a friendly and collaborative approach, I'm committed to helping those who are prepared to take control of their finances and plan for a brighter future. No jargon. No judgement. Just open and honest discussion about the best way to achieve your goals. During our process, we'll establish your ‘why?’ What drives you to work hard? What are your eventual goals? What are you doing it all for? Once we’ve got a clear picture of where you are now and where you want to be, we'll work together to create a realistic financial plan that will help enable you to achieve your goals. Having spent over a decade working in financial services, I have a deep understanding of the level of service that clients want and expect when it comes to their finances, and this remains at the forefront of my proposition. Outside of work, I love spending quality time with my fiancé (Susanna) and son (Alfie) either at home or exploring London. I enjoy keeping active, and you can often find me either in the gym, going out for a run or playing football. I also have a passion for food and drinks, attending live music festivals and travelling abroad to experience as many different cultures as possible. www.efcfinancialplanning.co.uk Your home may be repossessed if you do not keep up repayments on your mortgage. The value of an investment with St. James's Place will be directly linked to the performance of the funds you select and the value can therefore go down as well as up. You may get back less than you invested. An investment in equities does not provide the security of capital associated with a deposit account with a bank or building society. Auto-Enrolment products are not regulated by the Financial Conduct Authority. This Partner/Partner Practice is an Appointed Representative of and represents only St. James's Place Wealth Management Plc (which is authorised and regulated by the Financial Conduct Authority) for the purpose of advising solely on the Group's wealth management products and services, more details of which are set out on the Group's website at www.sjp.co.uk/products. The ‘St. James’s Place Partnership’ and titles ‘Partner’ and ‘Partner Practice’ are marketing terms used to describe St. James’s Place representatives. SJP Approved xx/xx/xxxx
£430,000 Consumer Protection
Your money is protected against bad advice by the Financial Ombudsman Service up to a maximum limit of £430k and by the Financial Services Compensation Scheme (FSCS) if the company goes out of business (in which case, limits may vary - see the FSCS website for more details).
About Eric's clients
Based on responses provided by clients who have reviewed this adviser
Clients' level of financial expertise
Household income
Savings
Age group
Clients' level of financial expertise
No reviews matching your filter selections.
VouchedFor Disclaimer
Please Note: While VouchedFor.co.uk undertakes significant effort to ensure the information provided on this website is correct, it is your responsibility to confirm its accuracy with the adviser. Any decisions you take having spoken with the adviser must be made by you on the basis of your own investigations. Use of this website is subject to the website terms & conditions and privacy policy. Local rates apply from a BT Landline when calling 0845 numbers, costs from mobiles and other operators may vary.