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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

Nicola Potter, Compliance Manager

Nic has been working in the Financial Services sector for over 20 years and has worked with several of the large insurers in various roles. She moved into a Compliance role in 2011 and joined HDA in 2014 as the Compliance Manager.

Nic is an MCSI (Member of the Chartered Institute for Securities & Investments).

Away from the office Nic enjoys ‘family time’ with her husband and two young children Lily, aged 8 and Thomas aged 3. She loves travelling to the Far East but this has been placed on hold for a while until she feels a 14+ hour flight with two small children is a good idea!