About

A personal approach to financial planning from one of the few regulated advisers holding both Chartered and Certified Financial Planner qualifications offering a personal approach to growing your long-term investments.

Shaun Hart brings a straightforward philosophy to financial planning focused on you. Our relationship is a personal one; built on trust and understanding, an understanding between you and Shaun that allows us to work expertly across all aspects of your financial life.

At the core of what I do is my belief that you are the most important component of my business. By working closely with you, I will help you identify your key goals and objectives, and then help you achieve these by managing your finances in the most effective way.

Building a long-term relationship which enables me to put together a financial strategy flexible enough to adapt as your life changes, and provide you with the peace of mind that your financial planning needs are being well looked after.

  • Shaun Hart is a regulated adviser holding both Chartered and Certified Financial Planner qualifications

    "I invest a lot of time in truly getting to know my clients. Their full financial position. Their goals and ambitions. Their needs and objectives. Only when I have a thorough understanding of their situation and what they want to acheive, do I then turn all of this information into a suitable strategy for managing their finances."

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

    Telephone 01273 486 220

    Mobile 07876 386 577