Shaun's analytical approach to my portfolio impressed me and it turned out a success story. I totally trust him and would not hesitate in recommending him. Entrusting my savings to Shaun's management has been a great decision. He explained my options clearly and without jargon and everything has been done as he said it would be.
I am delighted to find that my investment growth has exceeded expectations. Since we moved our investments to Shaun Hart we have received the best service we have ever had from any investment advisor. Not just in terms of capital growth but also in terms of follow up advice and future planning. As a Chartered Financial Planner with many years of experience, I will help you with every aspect of your wealth management and financial planning.
I am delighted to find that my investment growth has exceeded expectations. Since we moved our investments to Shaun Hart we have received the best service we have ever had from any investment advisor. Not just in terms of capital growth but also in terms of follow up advice and future planning. As a Chartered Financial Planner with many years of experience, I will help you with every aspect of your wealth management and financial planning.
Services
A personal approach to financial planning from one of the few regulated advisers holding both Chartered and Certified Financial Planner qualifications offering a personal approach to growing your long-term investments. Shaun Hart brings a straightforward philosophy to financial planning focused on you.
By taking the time to get to know you properly, I provide financial advice tailored specifically for you. I bring a clear and concise philosophy to financial planning and wealth management; I am focused on you. I understand that no two clients are alike, so I aim provide a truly individual service aimed at meeting your ambitions and goals, whilst taking into account your unique circumstances.
A personal approach with clear strategies and recommendations across all areas of your financial planning. 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 us that allows us to work expertly across all aspects of your financial life.
A personal interest in the complex drivers that shape your individual investment priorities. When it comes to securing the financial future you want, you want to be safe in the knowledge that expert hands are building the path for you to reach your goals. When it comes to your finances, this means choosing a chartered financial planner who provides you with care, professionalism and knowledge on a full spectrum of services.
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.
Reviews (3)
Ollie C.
Jul 30, 2021
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I would seriously question Damian‘s 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 wouldn’t hesitate to recommend him. Despite having clients with far larger portfolios, he’s 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 wouldn’t hesitate to recommend him. Despite having clients with far larger portfolios, he’s 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 couldn’t praise him more for his professionalism, kindness, plain speaking (only because you know us women don’t always understand long words). I didn’t 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 won’t 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!
