Why Choose An IFA
Good advice is cheaper in the long term than no advice at all.
Unlike some advisers, such as ‘tied agents’ who have contractual obligations to one or more product providers, Shaun Hart acts as the agent solely on your behalf and this independence enables Shaun to research and choose products from the whole of the market.
Choosing the right financial adviser is an important decision to get right. Getting sound financial advice will make a real difference to achieving your goals whilst helping you to prioritise your financial needs. An IFA can also ensure that your financial arrangements support your specific goals, as well as recommending the right products and making sure that all your savings and investments work together as a whole.
Finding the right financial adviser
My advice is to always talk to three or four different advisers before committing yourself to a Financial Adviser. You’ll want information about charges, whether an initial consultation is free or charged for (in my case, it’s free!), how they handle the longer term adviser/client relationship, plus anything else that is important to you. You may want to know whether they are willing to come and see you in your own home or workplace.
It’s important you know about your adviser’s qualifications and their fees, and that they speak in a way you understand. Most importantly, is that you like and trust them.
Working alongside Shaun
When you instruct Shaun Hart Chartered Financial Planner you are dealing with Shaun himself, a professional in financial planning and wealth management. Shaun Hart gained Chartered Financial Planner status issued by the Chartered Insurance Institute (CII) in 2008. Chartered Financial Planner is the industry’s gold standard for firms of financial planners. It confirms that I have satisfied rigorous criteria, that I am committed to continuing my professional development and that I adhere to a standard Code of Ethics and Conduct. Chartered status is the ultimate symbol of trust for financial planning.
Shaun has built an excellent reputation based upon a commitment to providing total professionalism, trust and integrity. This combination of experience, knowledge, passion, along with an unwavering ethical approach to financial planning has earned Shaun an outstanding reputation with many long-standing clients in Lewes and the local area including East and West Sussex, Surrey, Kent, and South London.