Why us?

Our clients recognise the value of having a reliable ‘go-to’ expert for their financial affairs. And we recognise our social responsibility to help people get the basics right and avoid costly mistakes. As financial planners, rather than advisers, it’s all about relationships, not just transactions.

What makes us different?

We understand that there are many financial advisers in the Cheltenham and Malvern areas. But not many are genuine financial planners. Here’s the HDA difference:

The HDA difference
What does it mean for you?

We’re independent

We’re not tied to any particular investment or product providers.
We can identify the right solutions to meet your financial goals, rather than crowbarring you into products which may not suit.

We have high standards

Our culture of excellence and chartered status puts us among the UK’s leading practices.
When working with us, you can be confident that you’ll receive the best possible advice, service and support.

We’re planners, not advisers

We’re passionate about building long-term relationships, not one-off transactions.
Peace of mind, knowing that you have an expert looking after your finances and helping you achieve your goals.

We have strong ethics

We despise the predatory and sales-driven nature of so many financial advisers.
We’ll help you get the basics right and find the best solution for you – even if that means doing nothing.

We’ve been around for a long time

In that time, we’ve helped lots of people to achieve their financial goals.
We understand how you feel, how important your finances are to you and what you want to achieve with them.

We’re in it for the long haul

Our team is growing, with up-and-coming planners being trained to take over the reins.
You can be assured that we’ll be by your side, helping you achieve your financial goals for a long time to come.

We’re big…but not too big

Our team is big enough to manage all your needs, and small enough to care about them.
You’ll receive a personal, one-to-one service designed to meet your precise needs and goals; rather than a ‘generic process’.

We take away the worry

Our clients have told us that they value having a ‘safe pair of hands’ for their finances.
We can be your ‘safe pair of hands’ enabling you to make informed decisions about your finances to help you to achieve your goals.

And our clients agree

A recent survey of our clients found that:

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.