Creative Sprout

Financial Advisers (Independent) in Lewes

Be the first to review

Woodstock House
The Avenue
Kingston
Lewes
East Sussex
BN7 3LL

Show map


Contact Numbers


Social


Key Services

chartered financial planner, financial advisers, wealth managment



About

A Personal Financial Strategy Flexible Enough To Adapt When Your Life Changes

As a Chartered Financial Planner, I will help you deal with every aspect of your financial planning and wealth planning, providing you with unbiased financial advice across all areas of your financial planning, delivering qualified guidance, and clear strategies that are right for you.

Accessing high-performing wealth platforms that many other IFAs simply do not have access to.

As a client of Shaun Hart Chartered Financial Planner, you will benefit from receiving knowledgeable advice you can trust, backed by one of the largest IFA organisations in the UK. As part of 'Best Practice', I offer completely independent financial advice covering the entire spectrum of financial products, with access to high-performing wealth platforms that many other IFAs simply do not have access to.

Knowledgeable Advice You Can Trust

Shaun Hart holds both the Chartered Financial Planner and Certified Financial Planner (CFPCM) qualifications and is a Fellow of the Personal Financial Society (FPFS) which is the very highest designation awarded by the PFS. Shaun is also an Associate of the Institute of Financial Planners.

Shaun has built his exceptional reputation upon his commitment to complete professionalism, trust and integrity.

Shaun has built his exceptional reputation upon his commitment to complete professionalism, trust and integrity.

Shaun will identify your key goals and objectives and help you to achieve them providing you with the peace of mind that your financial planning needs are being well looked after.

Reviews

There are currently no reviews for this company

Leave your review of Creative Sprout

All fields are required. Your review will appear immediately.


Returning User

New User


By leaving this review, you agree with our Terms of membership

Products and Services

We offer these services

  • Free Parking
  • website

Testimonials

Following standard advice we approached and had meetings with three IFAs before settling on Shaun. The differences were marked, from the levels of professionalism to the intangible ‘gut feeling'. The single most important thing from my perspective was his talk, from the outset, about building a long term relationship. The decision was easy, I simply didn't feel anywhere near the level of trust with the others that I felt with Shaun. Our main objective was pension planning and portfolio management but in addition he has provided advice on mortgages and IHT. It's still quite early days but we've seen portfolio growth during a challenging time for the market. I'm delighted to have Shaun looking after my funds.

Mr. M.C. of Haywards Heath


We are only really at the start of our investment journey having played at it for the last few years. Shaun has been fantastic in sorting out the mess that we created and putting everything together into a structured investment portfolio. Shaun's advice has been thorough, full and delivered in a manner which both of us could understand without being blinded by the science. Shaun is an extremely pleasant person to deal with and we look forward to working with him in the future and watch our investments grow.

Mr.


Testimonials are added by the business owner and are not independently verified.

Local Events

View local events