Independent, Chartered financial planners in Cheltenham and Malvern

With our strong ethics and personal approach, our experienced and qualified planners are here to give you financial peace of mind.

About us

We are a firm of independent, Chartered financial planners founded in 1986 as Hugh Davies Associates. We provide high-quality, comprehensive financial planning advice to individuals, families and businesses. In 2019, we merged with Cameron and Company Financial Planning, a firm with the same high standards of ethics and service as HDA.

HDA Chartered Financial Planners profile

About you

It’s important that we add value to your financial wellbeing, so we only focus on helping people at certain stages in life.

About our clients

I have been a member of HDA for four years now. Over this period of time I have been very happy with the service, the regular updates of my scheme throughout the year and most of all, the knowledge that if I have a problem I can call my account manager and he will get back to me very quickly.

Paul D Heale, Exeter


My wife and I have had an association with Robin at HDA for over twenty years. He has guided us through the many financial changes throughout this time. We have always found the support invaluable and he has provided us with a planned financial pathway for our future needs.

David Pearce, Newent


HDA have been my Financial Advisers for over twenty years. During that time they have helped me with Trust, Investment and Pension matters. They have always given sound advice, even during the turbulent times over the previous two decades. HDA staff are always approachable and will explain complex issues in an easy to understand manner.

Sylvia Johnson, Nailsworth


I have been very happy with my introduction to Peter Clark who provided good advice on how to invest my funds and re-assurance when I needed it.

Patricia Topping, Gloucester


A neighbour recommended HDA to me as I was seeking investment advice on approaching retirement and preferred a local company. My HDA financial planner has always been readily available to me and I have been pleased with the service and support received to date.

Peter Barrow, Gloucester


Peter Clark was introduced to me through the company pension scheme. His personable approach combined with his knowledge of the world of pensions has helped me plan and prepare for the future with a degree of confidence I do not believe I would otherwise have had.

Simon Bourne, Okehampton


Feedback from our clients


of clients believe that working with us has helped or will help them to achieve their financial goals.


of clients are satisfied with the speed of response from their adviser.


of our clients would recommend us to friends, family or colleagues.

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Contact us

If you have a query or would like to arrange a no-obligation consultation at our cost, please complete the form and we’ll get back to you very soon.