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Meet our team

Get to know the experts behind the guidance you receive.

Our people are key to your success

Whatever stage you’re at, we help you make informed decisions about your financial future.

Stephane Boiron

Stephane Boiron

Financial Planner
Lee Brett

Lee Brett

Financial Planner
Jared Brooks

Jared Brooks

Chartered Financial Planner
Dan Burnham

Dan Burnham

Chartered Financial Planner
Lisa Butler

Lisa Butler

Regional Manager – Midlands and North
Charlie Carter

Charlie Carter

Chartered Financial Planner
Sam Chanell

Sam Chanell

Chief Human Resources Officer
Marcus Chapman

Marcus Chapman

Financial Planner
Adam Chavins

Adam Chavins

Financial Planner
Ben Christmas

Ben Christmas

Financial Planner

The Argentis evolution

See how our firm has evolved over the years.

2001

2004

2010

2015

2016

2017

2018

2019

2020

2021

2022

2023

2024-2025

2026

Compass Wealth Management Consultants is formed.

The first acquisition is completed.

The firm launches one of the first centralised investment solutions.

The 40th acquisition is completed.

The company completes its IPO and changes its name to Harwood Wealth Management Group Ltd.

£10 million is raised through placing to execute the acquisition strategy.

Nine acquisitions are completed.

Five acquisitions are completed.

Acquired by Hurst Point Group Ltd.

Acquisition of Hawksmoor Group Limited and Cedar Wealth.

Financial Planning business rebranded to Argentis.

Acquisition of Gore Browne Investment Management, Metis Wealth and Metis Asset Management, Robinson Financial Planning, D. Heaton, and Wealth Creation & Management, as well as a series of acquisitions of other smaller financial planning businesses.

Acquisition of Helm Godfrey.

Hurst Point Group is rebranded to Argentis Group Ltd.

The management group is integrated across the two new divisions: Argentis (financial planning) and Hawksmoor (investment management).

Acquired by Shackleton Advisers Limited.

Work with us

Looking for your next opportunity? We’re building a team where people feel supported, valued, and able to do their best work.

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Argentis insights

A compilation of resources to support your financial planning and long-term goals.

View all articles
Opinion

Strategic gifting: It’s not just what you give, but who gives it

01/06/26
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Opinion

Shame-free spending: How to enjoy your wealth without the guilt

04/05/26
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Opinion

Are you building your future on unstable foundations? 3 ways to protect your wealth

20/04/26
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News
Opinion

Just 42% of Brits understand their retirement options. What are yours?

06/04/26
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News
Opinion

4 smart strategies to pay less tax in the new financial year

23/03/26
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