A personal approach to financial planning from one of the few regulated advisers holding both Chartered and Certified Financial Planner qualifications offering a personal approach to growing your long-term investments.
Shaun Hart brings a straightforward philosophy to financial planning focused on you. Our relationship is a personal one; built on trust and understanding, an understanding between you and Shaun that allows us to work expertly across all aspects of your financial life.
At the core of what I do is my belief that you are the most important component of my business. By working closely with you, I will help you identify your key goals and objectives, and then help you achieve these by managing your finances in the most effective way.
Building a long-term relationship which enables me to put together a financial strategy flexible enough to adapt as your life changes, and provide you with the peace of mind that your financial planning needs are being well looked after.
About Shaun Hart
Shaun Hart is Chartered Financial Planner providing qualified, independent financial advice in Lewes and the surrounding area. Shaun is a local IFA offering you a professional, highly individual financial planning service that puts you, and your money first.
My clients are drawn from all walks of life; yet share similar values and attitudes toward money, and how they want it to work for them. They see the value in planning. They want clear and sensible advice and don't want any nasty surprises in the future.
Why Choose An Independent Financial Adviser
Unlike some advisers, such as 'tied agents' who have contractual obligations to one or more product providers, as an IFA, I act as the agent solely on your behalf and my independence enables me to research and choose products from the whole of the market.
"I invest a lot of time in truly getting to know my clients. Their full financial position. Their goals and ambitions. Their needs and objectives. Only when I have a thorough understanding of their situation and what they want to acheive, do I then turn all of this information into a suitable strategy for managing their finances."