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Based at
Position
Serving clients in
Worcestershire, Gloucestershire
Lavinia Macdonald
Financial Planner
Lavinia’s comprehensive skill set encompasses investment management, risk assessment, retirement planning, tax strategies, estate planning, and cash flow planning. She believes in fostering long-term relationships built on trust, transparency, and open communication. She sees it as her mission to empower clients with the knowledge, strategies, and tools needed to make informed financial decisions, ultimately leading to a secure and prosperous future.
Lavinia firmly believes that life should be filled with joy, balance, and meaningful experiences. Embracing this philosophy, she finds solace and inspiration in various activities such as gardening, crafting, walking, pilates, and cherishing quality time with her loved ones.
Expertise in
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Find out more about Lavinia and the HDA team...
Our team at HDA has been advising clients across the picturesque counties of Worcestershire, Gloucestershire and surrounding areas since the 1980s. We welcomed them to the Amber River Group in January 2022.
What our clients say
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
Find an adviser
Where and how we meet depends on whatever’s most convenient for you, but we have a number of locations around the UK if you’d prefer to come to us.