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Contact Us


New Barn

Manor Farm Courtyard

Southam Lane




GL52 3PB

Phone: +44 (0)1242 514563

© 2018 by HDA Chartered Financial Planners

The Financial Ombudsman Service is available to sort out individual complaints that clients and financial services businesses aren't able to resolve themselves. To contact the Financial Ombudsman Service please visit www.financial-ombudsman.org.uk.

HDA is the trading name of Hugh Davies Associates Limited which is authorised and regulated by the Financial Conduct Authority (Firm no. 125569). Registered in England No. 1998413.   Registered Office New Barn, Manor Farm Courtyard, Southam Lane, Southam, Cheltenham, GL52 3PB.  Telephone: 01242 514563

HDA Chartered Financial Planners

Experience.  Integrity.  Service.
Our Services

When it comes to financial planning, our clients benefit from more than 100 years of experience across our team of financial advisers. Pension advice, investment and retirement planning are our specialities.  Trust and goodwill are fundamental to our business. Our clients recognise the value of having a reliable “go to” source of information and knowledge.  We recognise our social responsibility to help people get the basics right and avoid costly mistakes.  At Hugh Davies Associates, we are about relationships, not just transactions.

Four piggy banks on a hill
Our Team

We have five advisers based in our offices in Cheltenham and Malvern.  They are ably supported by a further 12 support staff. Please follow the link below for more information.

About HDA

HDA was founded in 1986 and achieved Chartered status in 2013. We are dedicated to the highest standards of customer service.

HDA Offices in Southam