Shaun Hart Financial Planning Limited

Reference number: 615650

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Appointed representative

This firm does not hold FCA authorisation of its own, and acts under a principal firm, which is legally responsible for its regulated business.

Responsible principal firm

Best Practice IFA Group Limited Reference number: 223112 Authorised View firm →
What does this mean?
  • An appointed representative (AR) can carry out regulated financial services, but is not directly authorised by the FCA. A principal firm holds the authorisation and is legally responsible for the AR's conduct.
  • Shaun Hart Financial Planning Limited (FRN 615650) is an AR of Best Practice IFA Group Limited (FRN 223112). When you use Shaun Hart Financial Planning's services, the FCA authorisation sits with the principal firm.
  • Example: if you take financial advice from Shaun Hart Financial Planning, complaints and compensation usually follow the same rules as dealing with the principal, but this depends on the product and your circumstances.
  • Before you proceed, confirm contact details match the official FCA register for both firms. Scammers sometimes clone legitimate AR names and FRNs but use fake phone numbers and websites.

Website, phone number and address

Compare these against whatever you were given. Scammers clone real firm names and reference numbers but use their own phone number and website, so a detail that does not match the register is the clearest warning sign there is.

In the full report: 3 background checks

  • When shaunhartcfp.co.uk first appeared online, and whether it can receive email
  • What kind of line 01273 486220 is
  • Who else gives the postcode BN7 3LL
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Other names (1)

If you were contacted under any of these names, it is this firm.

  • Shaun Hart Chartered Financial Planner Trading name

FCA permissions and consumer protection

  • Protection through the principal firm
    Protection works through Best Practice IFA Group Limited, the principal firm responsible for this firm's regulated activity. FSCS cover and the Financial Ombudsman Service apply as they would to the principal.
  • Complaints Ombudsman, free
    You can refer a complaint about this firm to the Financial Ombudsman Service for free, whichever activity it relates to.

FCA disciplinary action and complaints

No FCA disciplinary action.

The Financial Ombudsman Service only publishes complaint figures for firms with 30 or more new complaints in six months, so there are none here for this firm.

Companies House record

The company behind the firm: its status, age, registered office and directors.

Company number
07850024
Company status
Active
Company type
Private limited company
Incorporated
16 November 2011 (14 years old)
Registered office
Matches the FCA register address ✓
Nature of business
  • Fund management activities (SIC 66300)

Directors and company secretaries

Name Role Born Appointed Other companies
Shaun Leigh Hart Director Jan 1969 16 Nov 2011 None

In the full report: every company its directors have run

  • Confirmation that its director runs no other company
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Filed accounts and finances

Year to 31 January 2025Full accountsNot audited

Net assets

£136k

−33% from £203k

Cash at bank

£24.0k

−76% from £102k

Owed within a year

£267k

+16% from £231k

Assets and liabilities

In the full report: all 6 years of accounts

  • Every year from 2020 to 2025
  • The chart, over every year
  • Every filed figure, year by year
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About these figures
Turnover
Money taken from sales in the year, before any costs.
Profit before tax
What was left after the year’s costs, before corporation tax. A minus figure is a loss.
Net assets, or total equity
Everything the company owns minus everything it owes. A minus figure means it owes more than it owns.
Total assets and total liabilities
Everything the company owns, and everything it owes, on the last day of the year. The gap between them is its net assets.
Cash at bank
Money in the company’s accounts on the last day of the year.
Owed within a year, owed after a year
Debts and bills due in the next twelve months, and those due later.

Accounts filed at Companies House for company 07850024. Every figure is as filed, apart from total assets and total liabilities, which are added up from filed figures. Nothing is estimated.

Key dates in its history

Shaun Hart Financial Planning’s history from the FCA register and Companies House, newest first.

2016

16 November 2016

  • Shaun Leigh Hart took control (75–100% of shares)

Companies House

2014

10 February 2014

  • Became an appointed representative
  • Began trading as "Shaun Hart Chartered Financial Planner"

FCA register

2011

16 November 2011

  • Incorporated at Companies House
  • Shaun Leigh Hart appointed as a director

Companies House

Director appointments and resignations, and trading names, appear under All events.

Firms like Shaun Hart Financial Planning

Other firms of the same type (financial adviser), nearest first.

In Lewes

Financial Freedom sooner LimitedLewesAppointed representativeBarwells Independent Financial Management LimitedLewesAuthorisedFFS Connect LimitedLewesAuthorisedHerbert Scott LtdLewesAuthorisedImperial Finance 23 LtdLewesAuthorisedIpsoFacto Investor.Com LimitedLewesAuthorised

Firms are listed by type and location, best known first. Being listed is not a recommendation: check any firm before you deal with it.

Get the full report on Shaun Hart Financial Planning

Everything on this page, plus everything locked above, in one dated PDF you can keep, file or send on.

  • Every company its directors have run, named
  • 3 background checks on its contact details
  • 6 years of accounts, charted
  • All 5 events in its history

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Frequently asked questions about this firm

Is Shaun Hart Financial Planning Limited FCA authorised?
Shaun Hart Financial Planning Limited (FRN 615650) is not directly authorised. It is an appointed representative acting under the responsibility of a directly authorised principal firm.
What does appointed representative mean for Shaun Hart Financial Planning?
An appointed representative (AR) can carry out regulated financial services, but is not directly authorised by the FCA. A principal firm holds the authorisation and is legally responsible for the AR's conduct. Shaun Hart Financial Planning Limited (FRN 615650) is an AR of Best Practice IFA Group Limited (FRN 223112). When you use Shaun Hart Financial Planning's services, the FCA authorisation sits with the principal firm. Example: if you take financial advice from Shaun Hart Financial Planning, complaints and compensation usually follow the same rules as dealing with the principal, but this depends on the product and your circumstances. Before you proceed, confirm contact details match the official FCA register for both firms. Scammers sometimes clone legitimate AR names and FRNs but use fake phone numbers and websites.
What is Shaun Hart Financial Planning’s phone number and website?
The FCA register lists the phone number 01273 486220 and the website shaunhartcfp.co.uk for Shaun Hart Financial Planning. If you were given different contact details, use these to check with the firm before going any further.
Is Shaun Hart Financial Planning a scam or clone?
Shaun Hart Financial Planning is a genuine FCA-listed firm, and the FCA has published no warnings about fake versions of it. Scammers do copy real firms, though, so check that any contact details you were given match the ones on the register.
Is my money safe with Shaun Hart Financial Planning?
Protection works through Best Practice IFA Group Limited, the principal firm responsible for Shaun Hart Financial Planning's regulated activity. FSCS cover and the Financial Ombudsman Service apply as they would to the principal.
Who owns Shaun Hart Financial Planning?
Companies House lists one person with significant control of Shaun Hart Financial Planning: Mr Shaun Leigh Hart (75–100% of shares).
Who runs Shaun Hart Financial Planning?
Companies House lists one director of Shaun Hart Financial Planning: Shaun Leigh Hart.
How long has Shaun Hart Financial Planning been in business?
The company was formed on 16 November 2011.
What do Shaun Hart Financial Planning’s latest accounts show?
Its latest accounts, to 31 January 2025, show net assets of £136k (−33% from £203k) and cash at bank of £24.0k (−76% from £102k).
Does Shaun Hart Financial Planning use any other names?
It trades as Shaun Hart Chartered Financial Planner.

Sources and links

The full report on Shaun Hart Financial Planning Limited

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