Financial Planning Aligned To Your Evolving Goals

Clarity that gives you space to focus on what matters, with a Chartered Financial Planner by your side to guide your future through every stage of life.

A strategy that adapts to your life's changes

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

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

Friendly, trusted financial advice in Lewes

As a client of Shaun Hart Chartered Financial Planner, you will benefit from receiving knowledgeable advice you can trust. This is backed by ‘Best Practice’, one of the largest IFA networks in the UK.

With access to high-performing wealth platforms that many other IFAs simply do not have access to, I offer completely independent financial advice and wealth management covering the entire spectrum of financial products.

Qualified, experienced wealth management

I hold both the Chartered Financial Planner and Certified Financial Planner (CFPCM) qualifications and I am a Fellow of the Personal Financial Society (FPFS) which is the very highest designation awarded by the PFS. I am 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 FPFS, AIFP, CFPCM, Certs CII (MP & ER)

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.

What choosing a Chartered Financial Planner really means for you

A process for a successful relationship

Understand

First, we get to know each other. I listen to what matters most to you and your future. I take the time to understand your priorities, goals and aspirations, what drives you and what inspires you, and begin forming a clear picture of how I can help you reach your goals.

Analyse

When I understand your goals fully, I assess your financial position in detail. I review your existing investments, policies and spending patterns, analysing each area so we can build a clear foundation for securing the future you want.

Advise

I develop a clear wealth management strategy shaped around your goals. I align the most appropriate solutions for you, explain everything in a way that is easy to understand, and make sure you feel confident and comfortable with every step.

Evolve

I stay in touch regularly, giving you confidence that your plan adapts as your life evolves. We meet to review progress, revisit your strategy, and adjust your plan so it always reflects your goals, needs and priorities.

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.

Analyse

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 analyse each area to ensure that together, we will be able to secure the future you want.

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

I will keep in touch regularly giving you confidence that as things change, your plans adapt 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.

Understand

Analyse

Advise

Evolve

What our clients say

Steve Cooper

Shaun is a professional in every sense of the word, the advice is given in layman's terms so you completely understand, he's never in a rush and always spends the correct amount of time explaining the advice and he makes you feel very comfortable, I would have no hesitation to recommend Shaun to anyone, he is a true professional and a gentleman.

Michael Bryan

My wife and I have known Shaun for over 30 years. He has always given us in depth and knowledgeable advice and guidance which has enabled us to achieve our financial goals. Shaun’s expertise and experience has steered us through the financial minefield which can be overwhelming. We would have no hesitation in recommending Shaun for all financial services - a first class service and a top class guy

Nigel Prothero

It gives us great pleasure to write a reference to recommend the services of Shaun Hart. From our experience we would recommend Shaun without hesitation. He is highly knowledgeable, courteous and friendly. His professional approach and excellent communication skills means he takes the time to thoroughly understanding our needs and requirements before putting forward tailored solutions. I am delighted that we have found such a trusted financial partner, who is a pleasure to work with, and who will work in partnership with us for our future needs. Nigel and Alex P

Sarah Way

We cannot speak highly enough of Shaun. He's always happy to help, trustworthy & certainly knows what he's talking about

John Penfold

Shaun Hart has managed my investments for over ten years now - successfully, I might add. Knowledgeable, friendly and approachable - I wouldn't dream of going elsewhere for my financial advice.

John Routledge

Very knowledgeable and personable communicator about financial affairs.

Candida Reece

Shaun is incredibly helpful and patient (I totally trust him because financial planning is often last on the list of things that need to be addressed). I can touch base remotely, or via text or email which I really appreciate too. Thank you Shaun

Bryan Coverdale

We have known Shaun and had the benefit of his expertise for more than 30 years . His knowledge and guidance has always been perfect for us and enabled me to take early retirement as planned. His communication has always been good even when we lived overseas for some years and indeed with Tanya that has gone to the next level . Overall I highly recommend .

Sue Martin

Shaun has provided us with excellent advice and guidance for many years. His financial planning expertise has provided us with clear, straightforward advice enabling us to make decisions to maximise the growth of our portfolio to its full potential. Thank you Shaun.

These are some of the testimonials from our clients that can be viewed on Google reviews. These reflect individual client experiences and are presented here without amendment.

About

Our Approach

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Contact

Financial Planning Aligned To Your Evolving Goals

A strategy that adapts to your life's changes

Friendly, trusted financial advice in Lewes

Qualified, experienced wealth management

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

What choosing a Chartered Financial Planner really means for you

A process for a successful relationship

Understand

Understand

Analyse

Analyse

Advise

Advise

Evolve

Evolve

Understand

Understand

Analyse

Analyse

Advise

Advise

Evolve

Evolve

Understand

Understand

Analyse

Analyse

Advise

Advise

Evolve

Evolve

What our clients say