Peter Hart

Independent 41 Newall Hall Park, West Yorkshire, Otley, LS21 2RD
First meeting at adviser's own cost
Response rating
7.0 /10
FCA verified
11th November 2019
I have over 34 years experience and I am not tied to any company. See my website for testimonials.
We can advise you on
    • Annuity purchase
    • Auto enrolment
    • Pension consolidation
    • Pension drawdown
    • Pensions review
    • Pensions transfer
    • Wealth management
    • Ethical investments
    • ISAs
    • Investing for income
    • Investment trusts
    • OEICs
    • Socially responsible investments
    • Lump sum
    • Regular savings
    • Accident & sickness
    • Critical illness
    • Healthcare
    • Income protection insurance
    • Life insurance
    • Payment protection insurance
    • Employee benefits
    • Group pensions
    • Group protection
    • Long term care
Meet our advisers
Peter Hart Dip PFS & Cert CII
Independent Financial Advisor
What our clients say
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
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
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
Where to find us

41 Newall Hall Park, West Yorkshire, Otley, LS21 2RD

Make an enquiry
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 and Horsforth, 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.

Advice methods
Preferred clients
Minimum wealth (income/assets)
£100,000
Minimum pension value
£100,000
Minimum mortgage value
£0