Peter C Hart, Dip PFS & Cert CII
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 30 years’ experience and I am not tied to any company, because I work as an 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 at all levels and I can relate to you and your personal circumstances.
It’s hugely rewarding to help someone focus on the important elements of their future finances as well as their life goals through a detailed ‘life-plan’, or to save them money on insurance whilst protecting them and their loved ones.
If your life is busy and your finances need an overhaul you probably need to speak to an independent financial advisor like me.I have clients all over the UK, although I am based in Otley, North Leeds.
When I’m not surrounded by paper and figures, I’m usually spending time with my family. My wife and I also love to get outdoors and we enjoy walking with our dog.
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