A personal financial strategy flexible enough to adapt when your life changes

As a Chartered Financial Planner, I will help you deal with every aspect of your financial planning and wealth management, providing you with unbiased financial advice across all areas of your financial planning, delivering qualified guidance, and clear strategies that are right for you.

At the core of what I do is my belief that you are the most important component to my business. After meeting with you to listen and gain a clear understanding of your requirements, aspirations and goals, I will create a financial strategy flexible enough to adapt as your life changes, and along the way, build a long-term relationship you can trust to help you fulfil your goals.

Friendly, trusted, & knowledgeable advice in Lewes

As a client of Shaun Hart Chartered Financial Planner, you will benefit from receiving knowledgeable advice you can trust, backed by one of the largest IFA organisations in the UK. As part of 'Best Practice', I offer completely independent financial advice and wealth management covering the entire spectrum of financial products, with access to high-performing wealth platforms that many other IFAs simply do not have access to.

Shaun Hart holds both the Chartered Financial Planner and Certified Financial Planner (CFPCM) qualifications and is a Fellow of the Personal Financial Society (FPFS) which is the very highest designation awarded by the PFS. Shaun is also an Associate of the Institute of Financial Planners.

I have a wealth of experience and can help you with your Financial Planning, Wealth Management / Portfolio Management, Retirement Planning Tax Planning, Estate Planning, Protection Planning.

Shaun Hart

Shaun Hart FPFS, AIFP, CFPCM, Certs CII (MP & ER)

t: 01273 486 220

m: 07876 386 577

e: info@shaunhartcfp.co.uk

Shaun Hart is a Fellow of the Personal Financial Society and a holder of both the Chartered Financial Planner and Certified Financial Planner (CFPCM) qualifications.

Shaun will provide you with clear strategies and recommendations across all areas of your financial planning.

 

Core Values

Shaun has built his exceptional reputation upon his commitment to complete professionalism, trust and integrity.

Shaun will identify your key goals and objectives and help you to achieve them providing you with the peace of mind that your financial planning needs are being well looked after.

 

 

A process for a very successful relationship

Understand

Understand

First, we get to know each other. I will listen to what matters most to you about your future. I listen to your priorities, goals and aspirations, what drives you, what inspires you, and begin to form a picture of how I can help you fulfil your goals.

Analyze

Analyze

When I have fully understood your goals, I will comprehensively work out exactly how you stand financially based on your existing investments, policies and spending patterns. I will analyze each area to ensure that together, we will be able to secure the future you want.

Advise

Advise

I will then develop wealth management strategy, aligning appropriate solutions for you, and showing you what needs to be done. I will make sure you understand everything clearly, engaging with you to ensure you are both happy and comfortable with these plans.

Evolve

Evolve

I will keep in touch regularly giving you confidence that as things change, your plans adapts accordingly. We meet and I will report how things are developing, revisiting your wealth management strategy, so together, we can adapt as your life, goals and needs evolve.

 

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