Written by:
Alison Bone
Marketing & Communications Manager at Amber River HDA
Discover more about our highly successful Discretionary Investment Management service
Following popular demand, Independent Financial Planners, Amber River HDA, will be hosting the first of regular seminars offering an ‘under the bonnet’ look at our highly successful Discretionary Investment Management service.
Expert speakers
The event will be hosted by Amber River HDA’s Managing Director, Robin Etherington, and one of our experienced fund managers, who will discuss topics such as :
- Our investment philosophy
- How we research, build and monitor our portfolios
- Our current macroeconomic outlook and strategic portfolio positioning
- Our initial reactions to the Budget
Who’s invited?
All are welcome to attend, whether you’re an existing client and have friends or family that would find it helpful. We would also welcome anyone who is new to investing or has straight forward investments and savings and is wondering if they could be doing more.
Could your investments be doing more?
Ensure you reserve your spot!
We shall be running two sessions, one in the morning and one in the afternoon, so choose which one suits you better. Please note that there is limited availability of tickets. Should demand be such we shall look at a larger alternate local venue and will advise you accordingly. Please provide contact details in case of this event.
Reserve your place today via Eventbrite!
Details and how to book
The presentation will run for approximately an hour and a half, and we’ll be available afterwards should you want an informal chat with one of the team.
Venue: Amber River HDA head office
Date: Thursday 29th October 2026
Morning session start time: 10:30am
Afternoon session start time: 2pm
Simple steps to reserve your spot:
- Follow this link to our Eventbrite page: https://www.eventbrite.co.uk/e/1998212731069?aff=oddtdtcreator
- Use button ‘Check availability’
- Choose the time slot
- Under ‘general admission’ add the number of attendees
- Then press ‘register’
- Please complete attendee contact details and submit
We look forward to seeing you there!
This seminar is for information only and does not constitute individual financial advice.
Amber River HDA is a trading name of Hugh Davies Associates Limited which is authorised and regulated by the Financial Conduct Authority (Firm no. 125569). The Financial Conduct Authority does not regulate estate planning, tax advice, wills or trusts.
Please note: Space will be limited, so please book your place to avoid disappointment. Click on the link below to take you to Eventbrite.
OFFICE
Amber River HDA
Our Cheltenham-based team has been advising clients across the picturesque counties of Worcestershire, Gloucestershire, Herefordshire and surrounding areas since the 1980s.
Small, but important print
We adhere to the FCA’s principles of Treating Customers Fairly (TCF). Read more here
Amber River HDA is a trading name of Hugh Davies Associates Limited which is authorised and regulated by the Financial Conduct Authority. No: 125569.
Registered office: New Barn, Manor Farm Courtyard, Southam Lane, Southam, Cheltenham, Glos GL52 3PB. Registered in England & Wales Company No. 1998413.
The Financial Conduct Authority does not regulate National Savings or some forms of mortgage, tax planning, taxation and trust advice, offshore investments or school fees planning.
Please read our Privacy Statement before completing any enquiry form or before sending an email to us. You’ll find our Client Privacy Notice here.
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