Paul D Heale, Exeter - since 2014

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.

Mark Hodgkinson, Cheltenham - since 1995

I feel that HDA really do treat clients as individuals and do their best to achieve personal goals. Both Principals and staff are always ready to help when required.

John Willingham, Ivybridge - since 2013

I have a good relationship with my financial adviser, Peter Clark. On occasions where we have met for different reasons, everything has been clearly explained and I always feel confident we have reached the best results going forward.

Roger Hendry, Gloucester - since 1985

HDA's knowledge and advice has helped me understand how to secure and maintain a beneficial financial future for myself and family

Kate Gardner, Bath - since 2007

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.

Roger Davies, Ross-on-Wye - 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.

Nick Clutterbuck, Tiverton - since 2017

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.

Chris Madley, Axbridge - since 1983

HDA have looked after my pension planning and investments for at least 20 years. They are always available to discuss my needs and expectations in the language that people not regularly dealing with finance can understand.

Alexander Robinson, Cheltenham - since 1995

HDA have looked after my investment and protection needs since I got my first mortgage. They have tailored these to both my risk profile and my desire for ethical investment. I'm very happy with the advice received and the investment returns.

Andrew Middleton, Church Stretton - since 2010

HDA have been very clear and efficient regarding investment and taxation options. In addition, they have dealt well with ad-hoc financial queries that have cropped up in areas where business accountants are unfamiliar. Advice has always been very rapid (try dealing with solicitors!), professional and well informed.

Jonathan Pritchard, Hanley Castle - since 2010

HDA have been patient in assessing my needs for some years. The advice has been good, with excellent growth of assets.

Sylvia Johnson, Nailsworth - since 1996

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.

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