Amber River HDA
Existing client?
No. 8 Cromac Pl, Belfast, Northern Ireland BT7 2JB
Existing client?
Please log into our client portal
Home › Offices › Amber River HDA › Malvern office
Our team at Amber River HDA includes Chartered financial planners who look after clients across Worcestershire, Gloucestershire and surrounding areas.
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 and they rebranded to Amber River HDA in September 2024.
They provide high-quality, comprehensive financial planning and advice to individuals, families and businesses. Supported by an extensive team of dedicated paraplanners and administrators, Robin and the team ensures that every client receives a personal, dedicated service.
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
Could paying for your child’s wedding result in an IHT bill?
While it’s traditional for parents to contribute, did you know paying for your child's wedding could result…
What to ask when taking out a life insurance policy
If your family relies on your income, life insurance is one of the simplest and most cost-effective ways to…
How much should I save for a pension?
If you're self-employed and want to give yourself the best chance of getting the best possible mortgage, it's…
5 ways to make tax-efficient investments
Tax-efficient investments can make a huge difference to the amount of wealth you accumulate over time. We…
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…
Why everyone should set up a Power of Attorney
As we get older, there are a few fundamental ‘financial housekeeping’ steps -o ne of the most important is…
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 Amber River HDA team has 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.
You can read the 2023 Remuneration Code Disclosure for our firm 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.
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.
For help if things go wrong, visit our complaints page.
Anytime, anywhere.
Book an introductory call with one of our planners to chat through what’s important to you