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Amber River's team at Hugh Davies Associates (HDA)

Leodis Wealth is now part of the Amber River group

Cheltenham office
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No. 8 Cromac Pl, Belfast, Northern Ireland BT7 2JB

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HomeOfficesHugh Davies Associates (HDA) › Cheltenham office

Our team at HDA has been advising clients across the picturesque counties of Worcestershire, Gloucestershire and surrounding areas since the 1980s.

Founded in 1986 as Hugh Davies Associates, HDA is a firm of independent, Chartered Financial Planners with offices in Cheltenham and Malvern. Supported by an extensive team of dedicated paraplanners and administrators, Robin and the team ensures that every client receives a personal, dedicated service.

HDA joined Amber River in January 2022. It provides high-quality, comprehensive financial planning and advice to individuals, families and businesses.

Meet the Hugh Davies Associates (HDA) team

Here are just some of the faces and stories behind our Hugh Davies Associates (HDA) team.

Robin Etherington IFA
Robin Etherington

Chartered Financial Planner, Managing Director

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Peter Clark

Chartered Financial Planner, Director

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Martin Johnston IFA
Martin Johnston

Financial Planner, Director

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Lavinia Macdonald

Financial Planner

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Gemma Underwood

Financial Planner

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Danielle Hawley

Compliance Manager & Director

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Daniel Ames
Dan Ames

Financial Planner

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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.

Money

Retirement

Peace of mind

Legacy

Home

  • First time buyers
  • Remortgages

Long Term Care

  • Care Home fees planning

Business

  • Employee Benefits
  • Key Personnel Insurance
  • Succession planning
  • Shareholder Agreements

News and views

Speak to one of our team, to arrange an appointment or find out more
New Barn, Manor Farm Courtyard, Southam Lane, Southam, Cheltenham, GL52 3PB
You can have total trust in our team

HDA – Hugh Davies Associates Limited have achieved a number of awards and accolades over the years.

What our clients say
Small, but important print

We adhere to the FCA’s principles of Treating Customers Fairly (TCF). Read more here

HDA is the trading name of Hugh Davies Associates Limited which is authorised and regulated by the Financial Conduct Authority.

Registered in England No. 1998413. Registered Address: New Barn, Manor Farm Courtyard, Southam Lane, Southam, Cheltenham, GL52 3PB.

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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