Focusing On Your Goals
I put your interests at the heart of what I do ensuring we meet your aims, your goals, and your expectations.
Working with a financial planner can be an extremely rewarding and valuable experience for you and your family.
My clients continually tell me that I am very different from other financial advisers and wealth managers. Part of what makes me different is my clear commitment to fully understanding your financial goals at the very outset and to continually work with you throughout our relationship in order to achieve your specific objectives.
If you, like many of my existing clients, are building wealth you may be focused on several different financial goals. You may want to enhance your current lifestyle, to establish wealth to provide more quality time with your family, to provide for your loved ones and enhance your investment portfolio for your own financial security.
- As your wealth grows in value, your needs may become more complicated or sophisticated. You may want expert guidance to ensure that your investments remain well diversified, to manage a number of different pension provisions, or to align any mortgage repayment with your financial goals whilst still preserving capital for other requirements.
- Wealth planning is important because it takes a holistic view of all your overall assets into account, not just cash holdings or investments.
With the continued volatility in the global markets, it is an extremely important time to review your financial portfolio. The vital importance of asset allocation is core to our investments philosophy and I work diligently to understand your risk tolerance before devising a customized strategy to help meet your needs.
Defining and planning for the execution of your legacy and distribution of your wealth is often a core goal for clients like you. Caring for your loved ones, understanding appropriate strategies to minimize Inheritance Tax (IHT) while transferring wealth to the next generation and supporting the causes you are passionate about are often key objectives to my clients.
By working with Shaun Hart Chartered Financial Planner, I will help you to establish a clearly defined financial strategy. I will listen to you to truly understand what you hope to achieve with your financial resources. I will then work closely with you offering innovative solutions and a service tailored to your individual needs, building a relationship over the years evolving as your needs and requirements change.
I will provide the wealth management resources to keep you on the right path.