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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


HDA provide an excellent, professional and personal service. I administer a substantial number of Trusts, large and small, the majority of the funds of which are invested via HDA. At all times I am confident that the investments are under strict review and, where appropriate, advice is received to change investments. Reviews are received on time and these are in an understandable format.

Mrs P. (Client since 2013) - March 2014

All at HDA are extremely helpful. Nothing is too much trouble and all advice is given in plain English, so easy to understand. Thank you for all your help and advice!


I find the whole subject of pensions and investments confusing and stressful, despite considering myself to be fairly intelligent! I really appreciate the help and advice offered by HDA who seem to be able to make things clear without patronising me. Great service.

Mrs W. (Client since 2001) - March 2014

Always helpful with useful, "understandable" advice. Thanks.

Mr H. (Client since 2002) - March 2014

Happy and pleased with all aspects of the advice and service given.

Miss T. (Client since 1993) - March 2014

It's always a pleasure to deal with HDA. I'm immensely grateful for all the help and advice.

We appreciate the care and attention you take with our modest investment and look forward to the day when we can entrust you with further funds.

HDA provide me with an excellent service. They take the time to explain everything clearly, enabling me to make informed decisions that I feel comfortable with. Paperwork is always relevant and does not contain industry jargon. Many thanks.

Mr and Mrs H. (Client since 1993) - March 2014
Mrs H. (Client since 1994) - March 2014

For more than 20 years I have been very satisfied with the financial decisions that HDA have made on my behalf.

Mr W. (Client since 2007) - January 2014
Mr H. (Client since 1995) - February 2016
Mr H. (Client since 1986) - February 2016

I have been very pleased so far with the performance of my pension investment and with the service provided by the people I deal with at HDA. All explained clearly. Keep up the good work.


Professor P. (Client since 2010) - July 2014

HDA provide consistently good service and good results. Working with them is easy and hassle-free.


Mr F. (Client since 2006) - March 2015
Mrs M. (Client since 2007) - June 2014

In what can be a bewildering world of pensions and investments I remain confident in the transparent and reliable advice given to me by HDA.


Miss J. (Client since 1997) - June 2014
Mrs S. (Client since 2007) - April 2014

Thanks for the newsletter which was interesting and the new website very user friendly. I had not realised the firm had been going so long and it seems to go from strength to strength so many congratulations.


I am particularly grateful for still being able to speak directly to you and must be one of your fairly early clients.

I've taken a brief journey around your new look website and I like it.


The information is laid out in, for me, an easily accessible and consumable fashion. I like to take on board information in succinct, well worded articles and that is what you have got.

Mr G. (Client since 2003) - July 2016

As always from you and your team, sound reliable info and care on such a personal level.

Ms H. (Client since 2003) - December 2016

Just to let you all know how much you are thought of – all so professional, as well as being quick and efficient and, of course, really lovely to deal with.  I would challenge anyone to find such a combination anywhere else.

Mr C. (New Client) - November 2017

I am very grateful for your thoughts and recommendations regarding my pensions, and they confirmed what I had deduced myself. Your thorough letter was very helpful and has helped me considerably. Thank you for your time in this matter. If I have any other financial advice needs in future, I will definitely contact you again.