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

HDA have managed to sort out my various pensions. Peter has been fantastic and has understood my situation, giving me sound advice. Peter is always there at the end of the phone if I have any queries and responds promptly to emails.

Nick Clutterbuck, Tiverton

CLIENT SINCE 2017

My financial adviser, Peter Clark, has been very helpful over the years that I have known him. Easy to talk to and explains everything in simple layman’s terms. Highly recommended!

Eric Foster, Dawlish

CLIENT SINCE 2006

HDA have provided sound financial advice to members of my family for over 20 years. We have all benefited from peace of mind in the knowledge that our investments have been capably and professionally managed with an excellent financial return.

Roger Davies, Ross-on-Wye

CLIENT SINCE 2006

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

CLIENT SINCE 1990

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

CLIENT SINCE 2015

HDA have taken all the worry out of managing my admittedly very limited pension and savings. I know that I can always ask for advice and my often ‘idiot’ questions are answered helpfully and usefully - and very promptly.

Kate Gardner, Bath

CLIENT SINCE 2007

Feedback from our clients

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

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

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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.