About

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.

 

Shaun Hart is one of the few regulated advisers holding both Chartered and Certified Financial Planner qualifications

"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."

Address Woodstock House, The Avenue, Kingston, Lewes   BN7 3LL

Call 01273 486 220

Call 07876 386 577