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.
Meet the rest of our team
Whatever stage you’re at, we’re here to guide you seamlessly through your financial planning journey.
Hawksmoor
Hawksmoor Investment Management is a UK-based investment manager providing discretionary portfolio management and multi-asset solutions. Their research-led approach supports advisers and clients in building portfolios that are carefully structured and actively managed. Learn more here.
Argentis insights
A compilation of resources to support your financial planning and long-term goals.
Certified Financial Planner
CERTIFIED FINANCIAL PLANNER® certification is the standard for financial planning. CFP® professionals meet rigorous education, training, and ethical standards, and commit to the CFP Board to serve their clients’ best interests.
Qualifications
Certificate in Advanced Financial Planning
In order to have completed this qualification, individuals were required to obtain three units. These could have been selected from any combination of the available units at that time but must have included the compulsory G10 unit, Taxation and Trusts.
Associate Member (CISI)
The Chartered Institute for Securities & Investment (CISI) is a global professional body that sets the highest standards of professional excellence in a broad range of financial services disciplines. Associate membership is for members with experience of the profession looking to progress to senior positions.
