Independent financial planners across Herefordshire

With our strong ethics and personal approach, our experienced and qualified planners are here to give you financial peace of mind.

About us

We are a firm of independent financial planners and have been trading since 1994. We provide high-quality, comprehensive financial planning advice to individuals, families and businesses. In 2023, we joined the Amber River group (https://amberriver.com/). This is a nationwide group of businesses who have come together under a single banner to create a genuinely independent brand, focused 100% on enriching the lives of our clients.

About you

It’s important that we add value to your financial wellbeing, so we only focus on helping people at certain stages in life.

About our clients

HDA have looked after my investment and protection needs since I got my first mortgage. They have tailored these to both my risk profile and my desire for ethical investment. I'm very happy with the advice received and the investment returns.

Alexander Robinson, Cheltenham

CLIENT SINCE 1995

I have found HDA gave me sensible and rewarding investment and pension advice in the years leading up to, and post-retirement. The reviews and positive investment results have enabled me to maintain the standard of property, vehicles, caravan and still take vacations/cruises to places on our bucket list. I have confidence in their ability for me to maintain a reasonable lifestyle going forward.

Neil Coleman, Leicester

CLIENT SINCE 1998

I have been with HDA since 2002 and have been impressed from the beginning with the level of communication and explanation of the financial planning I have been offered. HDA are constantly reviewing their processes in order to offer the best service and keep clients aware of what they are doing. It is good to be able to contact someone when needed.

Philip John Trenaman, Crediton

CLIENT SINCE 2000

I have been with HDA for over twenty years and cannot praise them highly enough. They have interpreted my needs perfectly and looked after me through all the ups and downs of the marketplace. They are a pleasure to deal with and I would have no hesitation in recommending them to anybody who needs financial advice.

Adrian Bailey, Tewkesbury

CLIENT SINCE 1999

I have been very happy with my introduction to Peter Clark who provided good advice on how to invest my funds and re-assurance when I needed it.

Patricia Topping, Gloucester

CLIENT SINCE 2012

I have been a member of HDA for four years now. Over this period of time 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.

Paul D Heale, Exeter

CLIENT SINCE 2014

Feedback from our clients

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of clients believe that working with us has helped or will help them to achieve their financial goals.

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of clients are satisfied with the speed of response from their adviser.

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of our clients would recommend us to friends, family or colleagues.

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Contact us

If you have a query or would like to arrange a no-obligation consultation at our cost, please complete the form and we’ll get back to you very soon.