Discover what accreditations we hold and how they make a difference to you.
Chartered Financial Planners
We’re proud to be a firm of Chartered Financial Planners, as awarded by the Chartered Insurance Institute (CII). Chartered status is the ‘gold standard’ of financial planning and positions our firm amongst the UK’s leading practices.
By working with a firm of Chartered Financial Planners, you can be confident that you will receive the best possible advice, service and support.
If you wish to know more about how using a Chartered firm can ensure you receive the highest standard of financial service, please don’t hesitate to contact us.
Pension Transfer Gold Standard
HDA has met the criteria to achieve the Pension Transfer Gold Standard as set out by the Personal Finance Society. This is a voluntary code of good practice for safeguarded and Defined Benefit (BD) pension transfer advice.
By working with a firm that has voluntarily committed to the Standard, you can be confident that you will receive the best possible advice, service and support when considering transferring out of a DB pension scheme.
If you wish to know more about the Pension Transfer Gold Standard and how it relates to our practices, please contact us.