Shaun Hart FPFS, AIFP, CFPCM,
Certs CII (MP & ER)
A personal interest in the complex drivers that shape your individual investment priorities.
When it comes to securing the financial future you want, you want to be safe in the knowledge that expert hands are building the path for you to reach your goals. When it comes to your finances, this means choosing a chartered financial planner who provides you with care, professionalism and knowledge on a full spectrum of services.
Shaun has been working within the Financial Services Industry for over 28 years, providing a personal and bespoke financial planning and wealth management service that puts you and your money first.
Shaun has built an outstanding reputation upon his commitment to providing complete professionalism, trust and integrity. His combination of experience, knowledge, passion, along with an unwavering ethical approach to financial planning is rare, earning Shaun an exceptional reputation with many long-standing clients throughout Lewes and the whole of the South East including West and East Sussex, Surrey, Kent, and South London.
Shaun Hart is a Fellow of the Personal Financial Society (FPFS) which is the very highest designation awarded by the PFS. This achievement has only been obtained by a very small percentage of independent financial advisers operating in the UK. Shaun holds all three of the prestigious titles which are highly sought after within Financial Services. Along with a Fellowship, he is a Chartered Financial Planner and an Associate of the Institute of Financial Planners.
Shaun also utilizes a team of qualified support staff who provide a wealth of experience within the financial services industry.
Understanding the Qualification Level
Fellowship of the CII is universally regarded as the premier qualification. Achieving Fellowship of the CII gives financial services practitioners genuine differentiation, confirming their commitment and ability and it adds real weight to their curriculum vitae.
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, we act as the agent solely on your behalf and our independence enables us to research and choose products from the whole of the market.
"I invest a lot of time in truly getting to know my clients. Only when I have a thorough understanding do I then turn all of this information into a suitable strategy for managing their finances."