Amber River HDA
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No. 8 Cromac Pl, Belfast, Northern Ireland BT7 2JB
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Home › Offices › Amber River HDA › Cheltenham office
Our Cheltenham-based team has been advising clients across the picturesque counties of Worcestershire, Gloucestershire and surrounding areas since the 1980s.
Founded in 1986 as Hugh Davies Associates, Amber River HDA is a firm of independent, Chartered Financial Planners with offices in Cheltenham and Malvern. We welcomed them to the Amber River Group in January 2022.
Supported by an extensive team of dedicated paraplanners and administrators, Robin and the team ensures that every client receives a personal, dedicated service. They provide high-quality, comprehensive financial planning and advice to individuals, families and businesses.
Meet the Amber River HDA team
Here are just some of the faces and stories behind our Amber River HDA team.
Our services
Whatever your hopes and dreams, and wherever you are in life, there are inevitably some important decisions and moments that can be difficult and time-consuming to work through. That’s why our team includes people with experience and technical knowledge spanning the financial planning spectrum, from the more straightforward to the most complex.
We work with a number of businesses, large and small, who want to provide their employees with valuable workplace benefits.
News and views
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Tax-efficient investments can make a huge difference to the amount of wealth you accumulate over time. We…
How to manage your investment risk
Find out how to manage your investment risk by investing in different kinds of assets to neutralise the…
What to ask when choosing an income protection policy
Are you thinking about taking out income protection cover? Before you do, read this article to avoid buying a…
What to ask when taking out critical illness cover
Are you thinking about taking out critical illness cover? Before you do, read this article to avoid buying a…
Savings and investments for the self-employed
We explore tax efficient investments for self-employed people. Helping you make the most of your money over…
9 ways to reduce the inheritance tax bill for your family
There are many ways to reduce inheritance tax for your family. A good financial planner might be able to help…
Call: 01242 904422
The team at Amber River HDA have achieved a number of awards and accolades over the years.
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.
You can download the Amber River HDA Terms of Business here.
The information contained within this site is subject to the UK regulatory regime and is therefore targeted primarily at consumers based in the UK.
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.
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For help if things go wrong, visit our complaints page.
Book an introductory call with one of our planners to chat through what’s important to you