Shaun Hart FPFS, AIFP, CFPCM, Certs CII (MP & ER)
My combination of experience, knowledge, passion, and an unwavering ethical approach to financial planning is rare, earning me an exceptional reputation with many long-standing clients throughout the South East.
A personal interest in the complex drivers that shape your individual investment priorities.
When it comes to securing the financial future you want, you want to be safe in the knowledge that expert hands are building the path for you to reach your goals. When it comes to your finances, this means choosing a chartered financial planner who provides you with care, professionalism and knowledge on a full spectrum of services.
I have been working within the Financial Services Industry for over 35 years, providing a personal and bespoke financial planning and wealth management service that puts you and your money first.
I have built an outstanding reputation upon my commitment to providing complete professionalism, trust and integrity. My combination of experience, knowledge, and passion, along with an unwavering ethical approach to financial planning, is rare, earning me an exceptional reputation with many long-standing clients throughout Lewes and the whole of the South East, including West and East Sussex, Surrey, Kent, and South London.
Fellow of the Personal Financial Society
I am a Fellow of the Personal Financial Society (FPFS), which is the very highest designation awarded by the PFS. This achievement has only been obtained by a very small percentage of independent financial advisers operating in the UK.
I hold all three prestigious titles, which are highly sought after within the financial services industry. Along with a Fellowship, he is a Chartered Financial Planner and an Associate of the Institute of Financial Planners.
In addition, I also utilise a team of qualified support staff who provide a wealth of experience within the financial services industry.
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.