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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

Investment Management

Looking after your money is the very core of our business.  We don’t have a magic wand or a crystal ball or a time machine.  But we don’t follow the herd either and we don’t take unnecessary risks with your money.


We have spent many years developing and refining an investment process which recognises that the pain of loss is much greater than the joy of profit.  Yes, markets go down as well as up but do you really have to suffer all of the “downs” if you want to benefit from the “ups”?


Please read on to find out more about “risk” and “risk profiling”, to understand how we match your views on risk to the right investments and to learn about our investment process which aims to provide superior returns by managing downside risk.