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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

Case Studies

Whether you’re looking for pension advice or retirement planning - it’s relatively easy to find a financial adviser these days. The question is; how do you know you’ve found the right one for you?  


Good financial planning can change your life – just look at the difference it’s made to some of our clients.

Kong family have trusted HDA for 30 years
HDA gives Eileen and Dave the key to the retirement they dreamed of

Restaurateur Chun Kong and his family have placed their business, homes and pensions in the hands of HDA for more than 30 years.


HDA gave Dave Pearce the confidence to retire and now every day is a weekend for him and wife Eileen



Shrewd investment makes money grow and frees us to travel the world

Sound financial advice has opened up the world for Kay Gibson and Neil Coleman, who are enjoying globetrotting in their retirement.


Robin has steered Phil to a sound financial position over 30 years

IT consultant Phil Hopgood has been with HDA since day one, when the company was founded 30 years ago.

He says he’s surprised that he is in such a good position financially – but that it’s down to MD Robin Etherington and his team. “Robin’s a bright cookie,” he said.