What Our Clients Say

I am extremely proud to say that I have built many close relationships with long-standing clients who have been with me for many years.

I enjoy being able to build long-term relationships with my clients by focusing first and foremost on them.

I am extremely proud to say that I have clients who have been with me for many years. I believe this is testimony to the fact that my business is built on trust and the strength of my client relationships. Here are a few of the kind things they say:

"We have made serious gains in our portfolios"

“Shaun Hart has been looking after both my and my wife’s financial affairs for 10 years now. In that time we have made serious gains in our portfolios. He is always available if we need his advice no matter how minor our questions may be. He has also been looking after the financial affairs of family and friends and we have never heard any complaints from them and would happily recommend him.”

Mr. & Mrs. D.C. of Sussex

"Shaun’s advice has been thorough, full and delivered in a manner which both of us could understand"

“We are only really at the start of our investment journey having played at it for the last few years. Shaun has been fantastic in sorting out the mess that we created and putting everything together into a structured investment portfolio. Shaun’s advice has been thorough, full and delivered in a manner which both of us could understand without being blinded by the science. Shaun is an extremely pleasant person to deal with and we look forward to working with him in the future and watch our investments grow.”

Mr. & Mrs. C. of Newick

"The single most important thing from my perspective was his talk, from the outset, about building a long term relationship"

“Following standard advice we approached and had meetings with three IFAs before settling on Shaun. The differences were marked, from the levels of professionalism to the intangible ‘gut feeling’. The single most important thing from my perspective was his talk, from the outset, about building a long term relationship. The decision was easy, I simply didn’t feel anywhere near the level of trust with the others that I felt with Shaun. Our main objective was pension planning and portfolio management but in addition he has provided advice on mortgages and IHT. It’s still quite early days but we’ve seen portfolio growth during a challenging time for the market. I’m delighted to have Shaun looking after my funds.”

Mr. M.C. of Haywards Heath

"We do not understand the complexities of financial planning and find his explanations and advice simple to follow"

“My wife and I have recently entrusted Shaun with our retirement investments and we are impressed with his knowledge and attitude. We do not understand the complexities of financial planning and find his explanations and advice simple to follow, he also doesn’t ‘hard sell’ any scheme allowing you to make your own mind up, rare these days.”

Mr. & Mrs. W. of Ardingly

"We have only been using Shaun for a relatively short period of time but are already reaping the rewards of his expert advice, market connections and unique access to the best investment platforms available."

“When you are leaving your future financial security in the hands of a financial advisor, they need to be someone you trust 100% and in Shaun Hart, we have found an absolute gem. He simply oozes professionalism and integrity, and his knowledge and expertise as well as his ability to explain the complexities of investment to us in a way we can understand, has given my wife and I the utmost confidence that we are in very safe hands indeed. We have only been using Shaun for a relatively short period of time but are already reaping the rewards of his expert advice, market connections and unique access to the best investment platforms available. He has given us more confidence in our financial future than we have ever felt before, and would recommend his services without question.”

Mr. & Mrs. M.B. of Hassocks

"Shaun has an exceptional breadth of contacts in the industry and is very knowledgeable about the vast array of investment products on the market."

“Shaun has acted as our financial advisor for the last 5 years. In that time he has always acted with the utmost integrity to provide objective and independent advice. This advice always reflects our needs and takes account of any change in our circumstances. Shaun has an exceptional breadth of contacts in the industry and is very knowledgeable about the vast array of investment products on the market. Moreover he is able to explain and recommend suitable products in language we can understand. Under Shaun’s guidance our investment portfolio has delivered strong returns year after year.”

Mr. G. of South Northamptonshire

"A success story"

“Shaun’s analytical approach to my portfolio impressed me and it turned out a success story. I totally trust him and would not hesitate in recommending him.”

K.D. of Hove

"The best service we have ever had"

“Since we moved our investments to Shaun Hart we have received the best service we have ever had from any investment advisor. Not just in terms of capital growth but also in terms of follow up advice and future planning. We have recommended Shaun to some of our friends such is our confidence in his professionalism and ability.”

Mr. J.B. of Plumpton

"I was immediately impressed"

“I was immediately impressed by Shaun Hart from my first contact with him and have every reason to be very happy that we moved to him for our investment advice. I have told several friends to give his services a try and will continue to do so for a long time I hope.”

Mr. G.B. of Plumpton

"He is patient, reliable and knowledgeable."

“Shaun has taken the stress and uncertainty of managing my finances from me. He is patient, reliable and knowledgeable. I would heartily recommend his services to everyone.”

Mr. H.G. of North Chailey

"Shaun’s integrity, knowledge, competence and reliability have restored my faith"

“Like most laymen, my trust and confidence in the world of financial services had been badly shaken. Shaun’s integrity, knowledge, competence and reliability have restored my faith…trust him; his success depends on yours!”

K.G. of Sussex

"His recommendations...have delivered excellent returns which in turn makes his services real value for money."

“Shaun is the consummate professional. I am delighted with his very mathematical approach, the way he explains everything thoroughly and, probably most important, his recommendations which have delivered excellent returns which in turn makes his services real value for money.”

Mr. K.F. of Hove

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.

Our Core Principles

The principles that guide every client relationship and every piece of advice I give.

Stewardship

I act with care and responsibility in every decision, protecting your interests as if they were my own.

Optimism

I approach every challenge with a positive mindset and belief in what’s possible for your future.

Excellence

I pursue the highest standards in everything I do, from advice to outcomes.

Precision

I focus on clarity, accuracy, and attention to detail in every aspect of your financial plan.

Outperform

I aim not just to meet expectations, but to continually raise them, for myself and my clients.

Integrity

I do what’s right, every time, guided by honesty, transparency, and professional ethics.

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