Adding value to your financial wellbeing, one relationship at a time.
We are Hugh Davies Associates (HDA), an esteemed firm of independent, Chartered financial planners, established in 1986. Over the years, we have expanded our footprint and now have a presence in Cheltenham and Malvern. Our primary aim is to offer high-quality, comprehensive financial planning advice to individuals, families, and businesses, enabling them to attain financial peace of mind. Our unwavering commitment to ethical conduct and exceptional service has earned us a reputation that is unmatched in our industry.
Our Team
Our team comprises a group of highly experienced and certified financial planners, led by Robin Etherington, the Managing Director, Peter Clark, the Consultant, and Martin Johnston, a Financial Planner and Director. Additionally, we have Gemma Underwood, another Financial Planner and Director, who bring their expertise to our clients' diverse financial needs.
How We Charge
We believe in complete transparency when it comes to our pricing. Therefore, we offer a clear and straightforward charging structure that ensures our clients understand the costs associated with our services. Our pricing is not contingent on the financial products we recommend; instead, our fees are based on the time and expertise required to provide our clients with personalized financial planning advice.
Accreditations
We are proud to be a firm of Chartered financial planners, a recognition that attests to our adherence to the highest standards of professionalism and ethical conduct in the industry. Our Chartered status is a reflection of our commitment to attaining the highest level of knowledge and skills required to offer expert financial advice.
Why Choose Us?
At HDA, we are dedicated to adding value to our clients' financial wellbeing. Our primary focus is on assisting people at specific stages in their lives, including those who are still growing their wealth, heading towards retirement, already retired, or employers looking for financial advice for their business or employees.
Our clients' experiences speak volumes about our exceptional service. Paul Heale, a client of four years, says, "I have been very happy with the service, the regular updates of my scheme throughout the year, and most of all, the knowledge that if I have a problem, I can call my account manager and he will get back to me very quickly."
David Pearce, a client of over twenty years, adds, "Robin at HDA has guided us through the many financial changes throughout this time. We have always found the support invaluable and he has provided us with a planned financial pathway for our future needs."
Our Clients
At HDA, we are proud of our long-lasting relationships with our clients. Our clients range from individuals to businesses, all of whom trust us to offer expert advice on financial planning matters. Over the years, we have helped them navigate complex financial issues and provided tailored solutions to meet their specific needs.
Client Stories
We have had the privilege of working with many clients over the years, each with their unique financial situation and goals. We have helped Sylvia Johnson, a client of over twenty years, with Trust, Investment, and Pension matters. She notes, "HDA staff are always approachable and will explain complex issues in an easy to understand manner."
Patricia Topping, another satisfied client, sought investment advice on approaching retirement and preferred a local company. She says, "I have been very happy with my introduction to Peter Clark who provided good advice on how to invest my funds and reassurance when I needed it."
Latest News & Views
We offer informative and helpful newsletters that keep our clients up-to-date with the latest financial news and trends. Our recent articles include "7 top English towns and cities perfect for a getaway this spring" and "3 important factors to consider as the cost of living crisis evolves."
Overview of Reviews
The reviews highlight the exceptional service and advice provided by HDA Chartered Financial Planners. The reviewers praise the professionalism, expertise, and empathy shown by the team, particularly Peter Clark.
Professionalism and Expertise
The reviewers consistently mention the high level of professionalism and expertise displayed by Peter Clark and the HDA team. They are praised for their ability to explain complex financial information in clear and concise language, making it easy for clients to understand.
Personalized Service
The reviewers appreciate the personalized service they received, with the team taking the time to understand their individual circumstances and provide tailored advice. They also appreciate the regular updates and clear explanations of investment strategies and results.
Empathy and Understanding
Several reviewers mention the empathy and understanding shown by the team during difficult times, such as the loss of a family member. They are praised for their ability to handle sensitive situations with care and compassion.
Recommendations
All reviewers highly recommend HDA Chartered Financial Planners to anyone seeking financial advice. They are confident in the team's ability to provide excellent service and guidance.
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