Our Process

A wealth planning process that focuses on you, your goals and your unique situation.

My goals-based wealth management process focuses on you, your goals and your unique situation. I will help identify your key goals and objectives and then help you to achieve these by managing your finances in the most effective way.

As your relationship with Shaun Hart Chartered Financial Planners deepens, you will see that wealth management is a constant process, executed through four distinct stages. I believe that each of the four stages is critical in successfully delivering the wealth management solutions that you may require:

  1. 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.
  2. 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.
  3. 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.
  4. 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.

Our comprehensive wealth planning process is split into five distinct stages designed to help you identify your key goals and objectives and then help you to achieve these by managing your finances in the most effective way. The process how we go about achieving this can be seen here:

 

Our Process
 

I will help identify your key goals and objectives and then help you to achieve these by managing your finances in the most effective way.

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

Call 01273 486 220

Call 07876 386 577