Stephane Boiron

Financial Planner

Reviews and Ratings for Financial adviser Stephane Boiron, Waterlooville

Get to know Stephane

Stephane is a financial planner at Argentis and has been with the company since 2019. He holds Associate Membership with the CISI, with his latest qualification being the Level 6 Certificate in Advanced Financial Planning.

His day-to-day role involves working with clients to build financial plans for their future. He particularly enjoys the conversations, the uniqueness of every individual, and the focus on personal objectives, allowing him to build a comprehensive picture of each client’s circumstances.

Outside of work, Stephane has caught the obstacle course racing bug and regularly takes part in races. Much of his spare time is also spent with his family, watching his first daughter grow and, hopefully, inspiring her to become interested in investing.

In the spotlight

How do you feel you add value for your clients?

Providing clarity in the sometimes murky waters of finance, helping clients achieve their personal goals by navigating the numerous options available, providing cost- and tax-efficient solutions, and exploring opportunities which clients did not know they had.

What do you enjoy doing during your annual leave?

We try to see my family in France once a year, enjoying the hot weather and the rivers of the south of France. Otherwise, we love going camping and exploring parts of the UK.

My approach to explaining complex financial topics is:

By using more relatable comparisons, which can be very personal and depend on the individual’s preference. Some people will prefer visual charts or projections. Others will prefer to see the comparison to their own experience and relate it to their own business. For a complex product, I always look to break it down into its simplest component or approach, adding back layers of complexity to any degree a client may want.

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