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Address:

New Barn

Manor Farm Courtyard

Southam Lane

Southam

Cheltenham

Gloucestershire

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

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    HDA Chartered Financial Planners
    Chartered Financial Planners
    Old Mutual Wealth (IC)
    Old Mutual Wealth (IC) Comparison Chart.

    Please refer to the documents below for detailed information.  These are updated at the beginning of every month.

    OMW (IC): HDA Absolute Return Portfolio
    OMW (IC): HDA Absolute Return Portfolio
    OMW (IC): HDA Growth Portfolio
    OMW (IC): HDA Growth Portfolio

    Here you will find Key Investor Documents (KIIDs) for our Absolute Return and Growth Portfolios (updated September 2019).

    Old Mutual Wealth (IC) Absolute Return
    Old Mutual Wealth (IC) Absolute Return
    Old Mutual Wealth (IC) Growth
    Old Mutual Wealth (IC) Growth
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