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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

About HDA


Hugh Davies Associates (HDA) has offered financial planning services and independent pension advice for over 30 years. Founded in 1986, we have grown from our background in mortgage broking into investments and pensions, including group pensions.


As world stock markets became increasingly volatile in the lead up to the global banking crisis, we developed our own investment process with a strong focus on capital preservation and risk control.

Our investment process has been refined considerably since that time and we now have a dedicated investment research team working for us in London.


By the end of 2015 we were administering more than 30 Group Pension schemes, looking after appoximately 1200 personal clients and managing nearly £200 million in investments.


We achieved Chartered status in 2013 in recognition of our commitment to the highest level of ethical and professional standards.  We focus on service above all else, and foster and promote a culture of excellence throughout the company.