Independent Financial Adviser New Barn, Manor Farm Courtyard, Southam Lane, Southam, Cheltenham, Gloucestershire, GL52 3PB
FCA verified
15th April 2019
A professional but friendly Chartered Financial Planning firm established locally for nearly 30 years.
We can advise you on
    • Corporate pension
    • Employee benefits
    • Group critical illness
    • Group income protection
    • Group life insurance
    • Group pensions
    • Group private medical insurance
    • Group protection
    • Group risk
    • Wealth management
    • Ethical investments
    • Investing for income
    • Investment trusts
    • ISAs
    • OEICs
    • Offshore investments
    • Socially responsible investments
    • Unit trusts
    • Annuity purchase
    • Auto enrolment
    • Pension consolidation
    • Pension drawdown
    • Pensions & divorce
    • Pensions & retirement planning
    • Pensions review
    • Pensions transfer
    • Sipps
    • Stakeholder
    • Critical illness
    • Healthcare
    • Income protection insurance
    • Life insurance
    • Lump sum
    • National savings
    • Regular savings
    • Savings for children
    • School fees planning
    • Long term care
Meet our advisers
Robin Etherington MA (Cantab) / APFS / Chartered Financial Planner
Managing Director
Peter Clark ACII DipPFS DM
Senior Pension Consultant
Martin Johnston DipPFS DM
Edward Blackett DipPFS
Where to find us

New Barn, Manor Farm Courtyard, Southam Lane, Southam, Cheltenham, Gloucestershire, GL52 3PB

About us

Hugh Davies Associates Limited was established in 1986 and changed to its current trading style HDA in 2006. As Chartered Financial Planners, HDA specialise in key areas such as investment management, retirement planning and group pensions. The company has always been based in the Cotswolds with a strong local focus but also has many clients in other areas of the country.

Our services

As an independent company we are not tied to a narrow range of financial products which means that our advice is always completely impartial and personal to your own requirements. We speak in plain English and avoid industry jargon wherever possible. With 90% of our business being with existing long term customers or coming from personal recommendations and referrals it is clear to see that we have established strong relationships which are based on trust and results.

Advice methods
  • phoneButton
  • icons
    Face to face
Preferred clients
Minimum wealth (income/assets)
Minimum pension value
Minimum mortgage value

HDA is the trading name of Hugh Davies Associates Limited which is authorised and regulated by the Financial Conduct Authority (FRN 125569). Registered office:- New Barn, Manor Farm Courtyard, Southam Lane, Southam, Cheltenham, GL52 3PB.

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