1. Home
  2. breadcrumb-arrow
  3. Find an adviser
  4. breadcrumb-arrow
  5. South West
  6. breadcrumb-arrow
  7. Gloucestershire
  8. breadcrumb-arrow
  9. Southam
  10. breadcrumb-arrow
  11. HDA

HDA

Independent Financial Adviser  New Barn, Cheltenham, GL52 3PB
check
FCA authorised
Last authorised 24th January 2022
A professional but friendly Chartered Financial Planning firm established locally for nearly 30 years.
We can advise you on
check
Annuity purchase
check
Auto enrolment
check
Pension consolidation
check
Pension drawdown
check
Pensions & divorce
check
Pensions & retirement planning
check
Pensions review
check
Pensions transfer
check
SIPPs
check
Stakeholder
check
Wealth management
check
Ethical investments
check
ISA / Unit Trusts / OEICs
check
Investing for income
check
Investment trusts
check
OEICs
check
Offshore investments
check
Socially responsible investments
check
Unit trusts
check
Lump sum
check
National savings
check
Regular savings
check
Savings for children
check
School fees planning
check
Critical illness
check
Income protection insurance
check
Life insurance
check
Corporate pension
check
Employee benefits
check
Group Pension/Stakeholder
check
Group Protection/Life Insurance
check
Group critical illness
check
Group income protection
check
Group life insurance
check
Group private medical insurance
check
Group risk
check
Long term care
Meet our advisers
MR Edward Blackett DipPFS
Adviser
MR Martin Johnston DipPFS DM
Adviser
MR Peter Clark ACII DipPFS DM
Senior Pension Consultant
MR Robin Etherington MA (Cantab) / APFS / Chartered Financial Planner
Managing Director
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.

Preferred clients
Minimum wealth (income/assets)
£0
Minimum pension value
£0
Minimum mortgage value
£0
Advice methods
  • phoneButton
    Telephone
  • icons
    Face to face

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

Similar advisers near you

FA Wealth Ltd
Restricted - whole of market 1.2 mi
Helping clients protect, enhance and manage their wealth.
 
See profile
Matheson Charles
Independent Financial Adviser 1.44 mi
We believe in a no pressure environment and therefore offer a no Obligation Promise. This is our promise that if you don’t wish to proceed with our recommendations, then you don’t pay any fees.
 
See profile
Flying Colours
Independent Financial Adviser 1.66 mi
Our mission is to improve the returns of your pensions & investments by minimising costs & maximising the value of financial advice.
 
See profile
The Private Office
Independent Financial Adviser 2.24 mi
Independent, Chartered financial planning firm, as well as our normal face to face meeting we are offering online and telephone advice, in response to Coronavirus. We’re here to support you.
 
See profile