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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

Hilary Wise BA (Hons), APFS DM EFA - Paraplanner

“Money is what money does” was the title of Hily's first A-Level Economics lesson at Sir Thomas Rich's Grammar School, Gloucester. From then on, a career in financial services felt somewhat inevitable.


An alumnus of The University of Sheffield, he read Economics & Politics and wrote his dissertation on the causes of the Global Financial Crisis of 2007-09, for which he awarded a first class degree with honours.


Hily joined HDA in 2013 and obtained the Diploma in Financial Planning within 2 years. He has very recently completed the Advanced Diploma and in so doing achieved his aim to reach the status of 'Chartered Financial Planner' before he turns 30!


In his evenings and weekends away from work he enjoys driving (mostly fixing in reality) his classic 1275 John Cooper Mini with his daughter Liberty. If he isn't in, or under, his car he is probably risking life and limb on the ski slopes.