With our strong ethics and personal approach, our experienced and qualified planners are here to give you financial peace of mind. We are a firm of independent, Chartered financial planners founded in 1986 as Hugh Davies Associates. We provide high-quality, comprehensive financial planning advice to individuals, families and businesses.
In 2019, we merged with Cameron and Company Financial Planning, a firm with the same high standards of ethics and service as HDA. It's important that we add value to your financial wellbeing, so we only focus on helping people at certain stages in life. HDA have managed to sort out my various pensions.
In 2019, we merged with Cameron and Company Financial Planning, a firm with the same high standards of ethics and service as HDA. It's important that we add value to your financial wellbeing, so we only focus on helping people at certain stages in life. HDA have managed to sort out my various pensions.
Services
About us
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HDA Chartered Financial Planners was founded in 1986 as Hugh Davies Associates. We now provide financial planning advice to clients who are growing their wealth, approaching retirement or in retirement. We also help employers to run their workplace pension and other employee benefit schemes with HDA Workplace.
Why us
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Our clients recognise the value of having a reliable 'go-to' expert for their financial affairs. And we recognise our social responsibility to help people get the basics right and avoid costly mistakes. As financial planners, rather than advisers, it's all about relationships, not just transactions.
How we charge
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We always aim to be fair and will give freely of our time and expertise (within reason). We want you to feel able to contact us with your queries and concerns without thinking that we will send you a bill for answering the phone or replying to an email. Our fees will always be completely transparent and will always be fully disclosed in advance.
Accreditations
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We're proud to be a firm of Chartered Financial Planners, as awarded by the Chartered Insurance Institute (CII). Chartered status is the 'gold standard' of financial planning and positions our firm amongst the UK's leading practices. By working with a firm of Chartered Financial Planners, you can be confident that you will receive the best possible advice, service and support.
About you
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It's important that we add value to your financial wellbeing. Not everyone wants or needs financial planning advice, so we only focus on helping people at certain stages in life. This way, we can harness our experience and expertise to provide you with expert guidance to help you to achieve your financial goals.
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