HDA

Independent Financial Adviser  New Barn, Cheltenham, Gloucestershire, GL52 3PB
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FCA authorised
Last authorised 20th September 2021
A professional but friendly Chartered Financial Planning firm established locally for nearly 30 years.
We can advise you on
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Annuity purchase
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Auto enrolment
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Pension consolidation
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Pension drawdown
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Pensions & divorce
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Pensions & retirement planning
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Pensions review
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Pensions transfer
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SIPPs
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Stakeholder
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Wealth management
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Ethical investments
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ISA / Unit Trusts / OEICs
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Investing for income
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Investment trusts
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OEICs
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Offshore investments
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Socially responsible investments
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Unit trusts
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Lump sum
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National savings
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Regular savings
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Savings for children
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School fees planning
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Critical illness
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Healthcare
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Income protection insurance
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Life insurance
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Corporate pension
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Employee benefits
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Group Pension/Stakeholder
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Group Protection/Life Insurance
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Group critical illness
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Group income protection
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Group life insurance
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Group private medical insurance
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Group risk
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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
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    Face to face

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

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