Neil Coleman, Leicester - since 1998

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.

Philip John Trenaman, Crediton - since 2000

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.

Adrian Bailey, Tewkesbury - since 1999

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.

Patricia Topping, Gloucester - since 2012

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.

Paul D Heale, Exeter - since 2014

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.

Mark Hodgkinson, Cheltenham - since 1995

I feel that HDA really do treat clients as individuals and do their best to achieve personal goals. Both Principals and staff are always ready to help when required.

John Willingham, Ivybridge - since 2013

I have a good relationship with my financial adviser, Peter Clark. On occasions where we have met for different reasons, everything has been clearly explained and I always feel confident we have reached the best results going forward.

Roger Hendry, Gloucester - since 1985

HDA's knowledge and advice has helped me understand how to secure and maintain a beneficial financial future for myself and family

Kate Gardner, Bath - since 2007

HDA have taken all the worry out of managing my admittedly very limited pension and savings. I know that I can always ask for advice and my often ‘idiot’ questions are answered helpfully and usefully - and very promptly.

Roger Davies, Ross-on-Wye - since 2006

HDA have provided sound financial advice to members of my family for over 20 years. We have all benefited from peace of mind in the knowledge that our investments have been capably and professionally managed with an excellent financial return.

Nick Clutterbuck, Tiverton - since 2017

HDA have managed to sort out my various pensions. Peter has been fantastic and has understood my situation, giving me sound advice. Peter is always there at the end of the phone if I have any queries and responds promptly to emails.

Chris Madley, Axbridge - since 1983

HDA have looked after my pension planning and investments for at least 20 years. They are always available to discuss my needs and expectations in the language that people not regularly dealing with finance can understand.

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