HDA
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Business
- Corporate pension
- Employee benefits
- Group critical illness
- Group income protection
- Group life insurance
- Group pensions
- Group private medical insurance
- Group protection
- Group risk
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Financial planning
- Wealth management
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Investments
- Ethical investments
- Investing for income
- Investment trusts
- ISAs
- OEICs
- Offshore investments
- Socially responsible investments
- Unit trusts
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Pensions & retirement
- Annuity purchase
- Auto enrolment
- Pension consolidation
- Pension drawdown
- Pensions & divorce
- Pensions & retirement planning
- Pensions review
- Pensions transfer
- Sipps
- Stakeholder
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Insurance & protection
- Critical illness
- Healthcare
- Income protection insurance
- Life insurance
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Savings
- Lump sum
- National savings
- Regular savings
- Savings for children
- School fees planning
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Long term care
- Long term care
New Barn, Manor Farm Courtyard, Southam Lane, Southam, Cheltenham, Gloucestershire, GL52 3PB
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.
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.
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