Business Details
Your Trusted Financial Adviser in Lewes
Shaun Hart Chartered Financial Planner is a dedicated financial advisory service focused on delivering personalized wealth management solutions. With a career built on trust and integrity, we prioritize understanding each client's unique financial goals to create adaptable strategies that evolve with their changing life circumstances. Our approach combines deep industry expertise with a commitment to transparency, ensuring clients receive independent advice tailored to their specific needs. We leverage access to high-performing wealth platforms to provide comprehensive financial planning services, including retirement, tax, estate, and protection planning.Our reputation is founded on long-term client relationships and a track record of delivering strong investment returns. We adhere to the highest professional standards, maintaining Chartered Financial Planner and Certified Financial Planner (CFPCM) qualifications. Our focus remains on empowering clients with clear, jargon-free guidance that prioritizes their financial security and future prosperity.
Services
Financial Planning
Wealth Management
Retirement Planning
Tax Planning
Estate Planning
Protection Planning
Highlights and features
- We offer personalized financial strategies built on 20+ years of industry experience
- Our independence allows access to the entire market for optimal investment solutions
- We provide transparent, jargon-free explanations of complex financial concepts
- Our long-term relationship approach ensures strategies adapt to life's changes
- We maintain the highest professional standards with Chartered and Certified qualifications
Associations and certifications
- Chartered Financial Planner
- Certified Financial Planner (CFPCM)
- Personal Financial Society (FPFS)
- Institute of Financial Planners
What people say
Excellent returns
Total trust
Clear explanations
Long-term relationship
Exceptional service
Services
Financial Planning
We help identify key financial goals and develop tailored strategies to achieve them through comprehensive wealth management. Our approach combines technical expertise with personalized guidance to ensure effective financial decision-making. Clients benefit from ongoing portfolio management and regular strategy reviews to adapt to changing circumstances.
Wealth Management
Our wealth management service focuses on constructing and maintaining investment portfolios aligned with individual risk profiles and financial objectives. We utilize advanced market analysis and access to exclusive platforms to optimize portfolio performance while maintaining appropriate diversification and risk control measures.
Retirement Planning
We evaluate existing pension arrangements and develop strategies to maximize retirement income. Our service includes assessing transfer options, optimizing savings growth, and creating sustainable income solutions tailored to each client's retirement goals and lifestyle requirements.
Tax Planning
Our tax planning service identifies legitimate opportunities to minimize tax liabilities through strategic investment choices and financial structuring. We focus on long-term tax efficiency while maintaining compliance with regulatory requirements to enhance overall portfolio growth potential.
Estate Planning
We help clients develop comprehensive estate plans to ensure efficient wealth transfer while minimizing inheritance tax exposure. Our approach balances legal compliance with personalized wishes, protecting assets for future generations while addressing current financial needs.
People
Shaun Hart
Chartered Financial Planner
With over 20 years' experience, Shaun holds both Chartered Financial Planner and Certified Financial Planner (CFPCM) qualifications. He specializes in creating personalized wealth management strategies and has built a reputation for exceptional client service and strong investment returns.
Questions
What financial planning services do you offer?
We provide comprehensive financial planning covering investment management, retirement planning, tax efficiency strategies, estate planning, and protection planning tailored to individual client needs.
What qualifications do you hold?
I am a Chartered Financial Planner and Certified Financial Planner (CFPCM) with Fellowship status from the Personal Financial Society, representing the highest professional standards in the industry.
How do you approach client relationships?
I focus on building long-term relationships through personalized service, regular communication, and financial strategies that adapt to clients' evolving life circumstances and goals.
What areas do you cover?
While based in Lewes, I work with clients across East Sussex, Horsham, Newick, Haywards Heath, and surrounding areas, providing financial advice tailored to local market conditions.
How are investment decisions made?
Decisions are based on thorough analysis of your financial position, goals, and risk tolerance, using a combination of market expertise and access to exclusive investment platforms for optimal results.
Reviews (3)
Ollie C.
Jul 30, 2021
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I would seriously question Damians review, here.
Shaun has been excellent in all aspects of pension planning, investment and assistance with a family estate issue. We have seen great returns and I wouldnt hesitate to recommend him. Despite having clients with far larger portfolios, hes always responsive to us and will answer (clearly and concisely) any questions we have. A professional at the top of his game.
Shaun has been excellent in all aspects of pension planning, investment and assistance with a family estate issue. We have seen great returns and I wouldnt hesitate to recommend him. Despite having clients with far larger portfolios, hes always responsive to us and will answer (clearly and concisely) any questions we have. A professional at the top of his game.
Caroline Allan
Jun 03, 2018
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On my return to England from Canada and after settling into my rented property I needed to find someone to help me manage my finances. A google search did it, Shaun came up as the only financial advisor in my local area, result!! I couldnt praise him more for his professionalism, kindness, plain speaking (only because you know us women dont always understand long words). I didnt have much to invest, but he has looked after my portfolio and it has grown. The little touches like remembering your birthday with a card every year for the last 8 years! You wont be disappointed.
Stuart Cooper
Dec 30, 2015
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I have known Shaun for the past 4 years and from the very outset he impressed upon me the highest levels of professionalism, knowledge, and most importantly, trust. Shaun has taken away the stresses and uncertainties of dealing with my pension, and he is always very quick to respond to any concerns I may have in a straightforward and clear manner. He has given me confidence that my pension is in very safe hands and in the best possible place it could be. He is patient, reliable and very knowledgeable and I would recommend his services to everyone!
