About
My success is built on the strength of the relationships I build with my clients. Financial planning is more than numbers or projections, it’s about understanding your life, your values, and the goals that truly matter to you.
A personal approach to financial planning
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.
It’s all 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.
Putting 'you' at the centre
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 achieve them by managing your finances in the most effective way.
Building a long-term relationship that enables me to put together a financial strategy flexible enough to adapt as your life changes, and to provide you with the peace of mind that your financial planning needs are well looked after.
Friendly, trusted financial advice
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
“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 achieve, do I then turn all of this information into a suitable strategy for managing their finances.”
Shaun Hart FPFS, AIFP, CFPCM, Certs CII (MP & ER)
- 01273 486 220
- 07876 386 577
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
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.