Amber River's team at Hugh Davies Associates (HDA)
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Home › Offices › Hugh 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.
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
- Savings & investment planning
- Portfolio management
- Wealth management
- Investment Bonds
- Individual Savings Accounts (ISAs)
- OEICs
- Unit Trusts
Retirement
- Saving for a Pension
- Annuities
- Pension Drawdown
- Equity Release
Peace of mind
- Life Assurance
- Income Protection
- Mortgage Protection
- Critical Illness cover
- Private Medical Insurance
Legacy
- Estate Planning
- Will planning
- Inheritance Tax
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
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Savings and investments for the self-employed
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There are many ways to reduce inheritance tax for your family. A good financial planner might be able to help…
Call: 0800 915 0000
MH, Cheltenham
I feel that HDA really do treat clients as individuals and do their best to achieve personal goals.
I feel that HDA really do treat clients as individuals and do their best to achieve personal goals.MH, Cheltenham
SJ, Nailsworth
HDA staff are always approachable and will explain complex issues in an easy to understand manner.
HDA staff are always approachable and will explain complex issues in an easy to understand manner.SJ, Nailsworth
RH, Gloucester
HDA's knowledge and advice has helped me understand how to secure and maintain a beneficial financial future for myself and family.
HDA's knowledge and advice has helped me understand how to secure and maintain a beneficial financial future for myself and family.RH, Gloucester
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.
Please read our Privacy Statement before completing any enquiry form or before sending an email to us.
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