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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

Our Charges

Full details of our charges are set out in our standard Client Agreement. Our fees will always be completely transparent and will always be fully disclosed in advance. Nothing hidden and no nasty surprises.
We always aim to be fair. We will give freely of our time and expertise, within reason, so long as our good nature is not abused. We want you to feel able to contact us with your queries and concerns without thinking that we will send you a bill for answering the phone or replying to an e-mail.
Why are we prepared to do this? Many reasons:
  • Trust and goodwill are fundamental to our business.
  • We recognise the value to most people of having a reliable “go to” source of information and knowledge.
  • We recognise our social responsibility to help people get the basics right and avoid costly mistakes.
  • We despise the predatory and sales-driven nature of so many online resources.
  • We are all about relationships rather than transactions.
Can we afford to be generous with our time? Yes we can because most of our business comes via recommendation from people we have helped along the way and you can see what some of our clients have to say about us here.
Remember that all initial consultations with HDA are without charge or obligation. We will never try and sell you anything except our service.