Thank You
What happens next.
I’ll review your message and respond with the information you need.
If it’s a request to book a meeting, I’ll confirm a suitable time and outline what to prepare ahead of our discussion.
My aim is to make this process clear and straightforward from the very start.
Shaun Hart Chartered Financial Planner
Woodstock House
The Avenue
Kingston
Lewes
East Sussex
BN7 3LL
- 01273 486 220
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.