Our Fees
All fees will be agreed with you in advance of any work being carried out, including structure, frequency and method of payment, before any financial planning, advice, or recommendations take place.
My aim is to provide clear, valuable financial advice and planning tailored to your individual circumstances.
Your initial consultation is at no charge. During this meeting, I will spend time getting to know you and your personal circumstances.
While some firms present advice in a way that can make costs unclear, professional financial advice is never truly free. As a fee-based practice, I work with all clients on a transparent fee basis.
Fees depend on the nature and complexity of the work being carried out.
Transparency and integrity
I am open and upfront about fees. All costs will be agreed with you in advance, including how and when they are paid, before any financial planning, advice or recommendations take place.
I will clearly explain the cost of ongoing advice, along with any associated investment and product charges.
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.