Hart Wealth Management

Independent Financial Adviser  4 Granville Court, Otley, West yorkshire, LS21 3PB
First meeting at adviser's own cost
I have over 34 years experience and I am not tied to any company. See my website for testimonials.
We can advise you on
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Annuity purchase
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Auto enrolment
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Pension consolidation
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Pension drawdown
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Pensions & divorce
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Pensions & retirement planning
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Pensions review
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Pensions transfer
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SIPPs
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Stakeholder
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Wealth management
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Ethical investments
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ISA / Unit Trusts / OEICs
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Investing for income
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Investment trusts
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OEICs
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Offshore investments
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Socially responsible investments
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Traded endowment policies
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Unit trusts
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Lump sum
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National savings
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Regular savings
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Savings for children
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School fees planning
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Accident & sickness
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Buildings and contents
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Critical illness
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Healthcare
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Income protection insurance
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Large business
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Life insurance
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Payment protection insurance
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Small business
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Employee benefits
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Group ISA
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Group Pension/Stakeholder
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Group Protection/Life Insurance
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Group critical illness
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Group income protection
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Group life insurance
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Group private medical insurance
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Long term care
Response rating
9.0/10
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FCA authorised
Last authorised 10th August 2020
Meet our advisers
Peter Hart Dip PFS & Cert CII
Independent Financial Advisor

To achieve DipPFS individuals must achieve 140 credits. At least 80 credits must be at Diploma or AFPC level.

What our clients say
Peter is very thorough in his assessments and presentations and has a very good ability to explain financial matters to the novice. He is approachable, patient, helpful and does not pressurise. We have no hesitation in recommending his services. What could they have done better? Honestly can't think of anything. He keeps in touch even though we have no further money to invest! And is at the end of an email to answer queries we may have.
Mick,, North Yorkshire April, 2015
I was in need of a Financial Advisor when I saw an advertisement for Peter Hart in a local free publication. After meeting with Peter on several occasions discussing my financial situation I found him to be most helpful, friendly and professional. I would have no hesitation in recommending him to anyone needing his services. What could they have done better? Nothing
Colin ,, West Yorkshire April, 2015
He was thorough in getting a full background on me and my circumstances and needs. He was clear about the advice given and has followed up as and when necessary to review my finances. I would recommend him as being very trustworthy and reliable.
Catherine, Cambridgeshire, April, 2015
About us

I'm one of those people who love the detail that helps build the bigger picture. The benefit of this for you is that nothing important gets missed.
I have over 34 years experience and I am not tied to any company. I work as a self employed, independent financial advisor. I love it. I get to meet some great people from incredibly diverse walks of life. Which is good news for the people I work with today. It means I have life experience and I can relate to you and your personal circumstances
It's hugely rewarding to save someone money on insurance whilst protecting them and their loved ones, or helping them focus on the important elements of their future finances as well as their life through a detailed ‘life-plan’.

I have clients all over the UK although, I am based in Otley, North Leeds.

Our services

I love the detail that helps build the bigger picture. The benefit of this for you is that nothing important gets missed. I have life experience at all levels and I can relate to you and your personal circumstances.

Where to find us
Head office address: 4 Granville Court, (Off Granville Mount), Otley, West Yorkshire, LS21 3PB
Preferred clients
Minimum wealth (income/assets)
£100,000
Minimum pension value
£100,000
Minimum mortgage value
£0
Advice methods
  • phoneButton
    Telephone
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    Online (Live chat, video, email)
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    Face to face
Response rating
9.0/10
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FCA authorised
Last authorised 10th August 2020

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