Telephone: 0151 236 8200

Stephen English

BA (Hons), CFA, Chartered FCSI Assistant Director

Stephen joined the firm in 2002 and works as an analyst generating research and investment recommendations across large and mid-cap companies as well as collective investment funds. Stephen is also responsible for selecting stocks for our Inheritance Tax Portfolio, comprised of AIM listed companies, which has been successfully managed since its inception in 2010.

Stephen is a Chartered Fellow of the Chartered Institute for Securities & Investment (FSCI) and also holds the Chartered Financial Analyst® designation (CFA®). The CFA® designation is globally recognised and attests to a holder's success in a rigorous and comprehensive study program in the field of investment management and research analysis.

Stephen's investment thoughts have been featured on Sky News as well as the Financial Times and Investors Chronicle.

CFA® and Chartered Financial Analyst® are registered trademarks owned by CFA Institute.

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Stephen English