Business Details
Trusted Financial Planning Solutions in Lewes
Shaun Hart Chartered Financial Planner provides independent, client-focused wealth management and financial planning services in Lewes. With dual qualifications as both a Chartered Financial Planner and Certified Financial Planner, Shaun prioritises long-term relationship-building, offering tailored strategies across financial planning, portfolio management, and retirement planning. Serving diverse clients, the business combines technical expertise in tax and estate planning with a commitment to transparency and ethical practice, underpinned by regulatory oversight from the Financial Conduct Authority. 
Services
Financial Planning
Wealth Management
Retirement Planning
Tax Planning
Estate Planning
Protection Planning
Portfolio Management
Highlights and features
- We hold both Chartered Financial Planner and Certified Financial Planner (CFPCM) qualifications
- We are regulated by the Financial Conduct Authority (FCA) for your protection
- We provide independent financial advice with access to premium wealth platforms
- We focus on building long-term relationships through transparent communication
- We offer jargon-free explanations tailored to individual financial circumstances
Associations and certifications
- Financial Conduct Authority (FCA)
What people say
Excellent returns
Builds long-term relationships
Clear strategies
Professional and highly individual
Trust and integrity
Services
Financial Planning
Creating customised financial roadmaps aligned with life goals, considering current assets, liabilities, and future aspirations. We assess risk tolerance and market opportunities to develop actionable plans that evolve with changing circumstances while maintaining compliance with regulatory standards.
Wealth Management
Active oversight of investment portfolios using advanced analytical tools and access to premium wealth platforms. We construct diversified investment strategies tailored to individual objectives, rebalancing regularly to optimise performance while maintaining appropriate risk parameters for both growth and income-focused clients.
Retirement Planning
Comprehensive evaluation of existing pension arrangements combined with strategic wealth accumulation techniques. We recommend tax-efficient solutions for retirement income, considering state benefits and private pension options, while implementing asset allocation strategies designed to sustain withdrawals over extended retirement periods.
Estate Planning
Developing structured approaches to intergenerational wealth transfer, incorporating inheritance tax mitigation and legal documentation. We collaborate with legal professionals to establish wills, trusts, and insurance solutions that protect assets while minimising tax liabilities for beneficiaries.
Protection Planning
Assessing life insurance requirements through detailed analysis of financial commitments and family needs. We recommend appropriate coverage levels and policy types, balancing cost-effectiveness with comprehensive protection against income loss, critical illness, or long-term care needs.
People
Shaun Hart
Chartered Financial Planner
Shaun Hart is a Fellow of the Personal Financial Society with dual qualifications as Chartered Financial Planner and Certified Financial Planner. Specialising in wealth and retirement planning, he builds long-term client relationships focused on objective, jargon-free financial advice.
Questions
What qualifications does Shaun Hart hold?
Shaun Hart holds both Chartered Financial Planner and Certified Financial Planner (CFPCM) qualifications, and is a Fellow of the Personal Financial Society (FPFS).
What areas do you serve?
We primarily serve clients in Lewes and surrounding areas of East Sussex, providing both local and remote advisory services.
How are you regulated?
Shaun Hart is regulated by the Financial Conduct Authority (FCA) as an Appointed Representative of Best Practice IFA Group Limited.
What investment platforms do you use?
We have access to high-performing wealth platforms that many other IFAs cannot access, enabling comprehensive portfolio management solutions.
How do you approach financial planning?
Our process follows Understand, Analyse, Advise, and Evolve stages, creating adaptable strategies that adjust to changing life circumstances while maintaining long-term objectives.
Are tax planning services included?
Yes, we incorporate tax-efficient strategies into our financial planning to help clients optimise investment growth and retirement income.
