Thank You

I’ve received your message and will reply as soon as I can. If your enquiry is urgent, please call the office number on 01273 486 220, and I’ll do my best to help quickly.

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.

CII Chartered Financial Planner

Shaun Hart Chartered Financial Planner
Woodstock House
The Avenue
Kingston
Lewes
East Sussex
BN7 3LL

Shaun Hart FPFS, AIFP, CFPCM, Certs CII (MP & ER)

Shaun Hart Chartered Financial Planner

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

I pursue the highest standards in everything I do, from advice to outcomes.

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.

Integrity

I do what’s right, every time, guided by honesty, transparency, and professional ethics.