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 organisations 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.
Shaun has built his exceptional reputation upon his commitment to complete professionalism, trust and integrity.
Shaun will help you achieve your key goals and objectives providing you with the peace of mind that your financial planning needs are being well looked after.