Peter C Hart Dip PFS Independent Financial Advisor Old Fashioned Values with Ultra Modern Technology
Peter C Hart Dip PFS Independent Financial Advisor                            Old Fashioned Values with Ultra Modern Technology

Choice of Investment options

Direct Investments into property, shares or life assurance need to be carefully considered as targets are all too seldom achieved and liquidity can often be a problem. Take advantage of our extensive professional experience in all areas of asset management.


Wealth Platform

Services provided by the True Potential Platform & Investment Strategies -Setting us apart is our Single Integrated Wealth Platform.

Built from the ground up using True Potential’s award-winning in-house technology, the Wealth Platform is engineered with the future in mind – delivering innovation, choice, control, and value.

With over 16,000 investment options available, including a complete range of risk-rated strategies from leading fund managers, and a fully-integrated system that streamlines the investment process, we offer a truly revolutionary way to conduct financial affairs.


The choice is yours.

Diversified Investment Strategies (mapped to Morningstar risk profiles)

  • 5 SEI Manager of Manager
  • 5 7IM Actively-Managed Passive
  • 5 Close Brothers Multi-Asset Direct Investment
  • 4 Allianz Global Investors RiskMaster
  • 3 Cazenove Capital Multi-Manager
  • 2 Goldman Sachs Dynamic Strategy Funds (Exclusive to True Potential Investments)

Extensive choice of investments for Morningstar asset class portfolios and adviser selection

  • 9,700 Mutual Funds
  • 315 Investment Trusts and REITS
  • 1,200 ETFs
  • 5,500 Direct Equities

Accounts and tax wrappers

  • ISA
  • Junior ISA
  • General Investment Account
  • SIPP (including E-SIPP and Group)
  • Personal Pension
  • Offshore Bond

Competitive charges

  • 0.4% platform fee
  • Preferential dealing terms on Mutual Funds
  • No fees for transfers
  • No fees for Mutual Fund sales and purchases
  • 8bps (minimum £14) for equity transactions
  • All negotiated fee rebates paid in full to clients' accounts

Book a meeting


07580 099 079 or

0113 457 4791



Office hours- flexible to fit in with clients needs.

In order to visit us

Peter C Hart Dip PFS & Cert CII

Independent Financial Advisor 

7 Feast Field,
LS18 4TJ


Or use our contact form.

Testimonials from Existing Clients

Reviews and Ratings for Financial adviser Peter Hart, Leeds

Life has so many surprises it's best to be prepared and have a partner you can count on. Please contact me to advise of your needs.

Backed by

Yorkshire Wealth Management Ltd

which is authorised and regulated by the

Financial Conduct Authority no.767418


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© Peter C Hart Dip PFS Independent Financial Advisor