Working With You
By working closely with you, I will help you identify your key goals and objectives, and then help you achieve these by managing your finances in the most effective way.
My priority is to make sure you sleep soundly, safe in the knowledge that you have planned for the future you want.
I bring a straightforward philosophy to financial planning focused on you. Our relationship is a personal one; built on trust and understanding, an understanding between you and I that allows us to work expertly across all aspects of your financial life.
At the core of what I do is a cemented belief that you are the most important component of my business. By working closely with you, I will help you identify your key goals and objectives, and then help you achieve these by managing your finances in the most effective way. Together, we will create a long-term financial plan designed specifically for you.
A future strategy we agree on
Your financial plan forms the basis for our future financial strategy so it is important that you understand exactly what is involved. I will make sure everything is explained in a straightforward way that you can understand.
Once we have discussed your options and you are happy to proceed, your plan will be implemented and a timetable of regular review meetings agreed.
Ongoing evolving review
Ongoing review meetings are a chance for you to tell me about any changes in your personal circumstances, or anything else that might affect your investment strategy and financial plan. They are also an opportunity for me to update you on how your plan is progressing, and suggest any amendments or changes to your plan that might be advisable.
This all forms part of our long-term relationship which enables me to continue to provide you with a financial strategy flexible enough to adapt as your life changes, and provide you with the peace of mind that your financial planning needs are being well looked after.
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.