“I was looking for advice regarding a pension fund I held.

Peter was a complete professional, he was succinct to the point. He talked me through my options and explained things to me without the jargon. Peter even came to my home which was an added bonus, I felt more comfortable in my own environment, and had all relevant paperwork to hand. I cannot recommend his services highly enough.

All the recommendations Peter gave me were exactly what I asked for, and I am extremely happy with the outcome. I am confident that going forward my pension is in safe hands”

DF of Ilkley




“We were looking for advice on our investments and also what other options were available for our pensions.

Peter took the time to fully understand our financial situation. This was not a simple or quick process, but this diligent approach gave us the confidence that he genuinely was striving to find the best solutions for our particular circumstances.

The outcome is what we were looking for. We now have a more rationalised and clearer portfolio which will hopefully deliver our future needs.

Peter’s approach has been extremely good. He is more than happy to fit around you and his advice is thorough, clear and concise”.

PB of Otley, North Leeds


“We looked into my financial situation together and he explained fully the options open to me and the outcome was just what I wanted. Peter is always on hand for any advice I need and is very approachable. I Am very satisfied with Peters advice. He couldn’t have done any better for me”.

SP of Harrogate, North Yorkshire

Here to help

Our aim is to help individuals and businesses to achieve their financial goals. Our approach is straightforward. You tell us about your current situation and about your financial objectives and when you want to achieve them.

We develop a practical plan designed to help you meet those objectives. We’ll discuss the plan with you and agree the course of action you want to take. Whilst the final decisions are of course yours, we’re here to help and guide you with jargon-free advice both now and in the future.

Want to know more?

To find out more or to arrange a meeting with us, please
call 01943 703789, or email Enquiries@HartWM.co.uk