Alexander Robinson, Cheltenham - since 1995

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.

Andrew Middleton, Church Stretton - since 2010

HDA have been very clear and efficient regarding investment and taxation options. In addition, they have dealt well with ad-hoc financial queries that have cropped up in areas where business accountants are unfamiliar. Advice has always been very rapid (try dealing with solicitors!), professional and well informed.

Jonathan Pritchard, Hanley Castle - since 2010

HDA have been patient in assessing my needs for some years. The advice has been good, with excellent growth of assets.

Sylvia Johnson, Nailsworth - since 1996

HDA have been my Financial Advisers for over twenty years. During that time they have helped me with Trust, Investment and Pension matters. They have always given sound advice, even during the turbulent times over the previous two decades. HDA staff are always approachable and will explain complex issues in an easy to understand manner.

Steve Wheeler, Stroud - since 1999

HDA have been faultless in the advice and service they've provided to me over the years. I wouldn't go anywhere else for financial planning.

Peter Heywood, Bath - since 1998

HDA have always provided me with excellent advice, and I know that my investments are in good hands.

Christopher Lewis, Plymouth - since 2015

HDA are excellent financial advisers. They keep me informed and if I have any questions about my finances, at any time at all, they will explain it in an easy and thorough way. I have complete trust and faith in their financial experience and advice.

Martin K Ashley, Exeter - since 2006

Having known my financial adviser (Peter Clark) for around twenty years, through my previous employer and now in retirement, he's been instrumental in not only shaping my financial plans and aspirations, but also invaluable in providing the highest level of professionalism and expertise throughout that period. In fact, I honestly believe that had it not been for his extensive knowledge and astute investment awareness, I wouldn't have been able to retire so early.

John Mitchell, Gloucester - since 1990

HDA is a very friendly firm and very knowledgeable in what they do. They have advised me very well over the last 30 years.

Chris Wakeley, Exeter - since 2011

Excellent personal service from highly experienced advisers.

Geoff Pellant, Gloucester - since 2002

Completely reliable and trustworthy. Very helpful and understanding.

John Jobson, Ilfracombe - since 2000

I’ve been looked after by Peter Clarke since I started work. I’ve been through it all; TUPE, redundancy, new job, investment, collating all my pension pots etc, final pot and a wonderful retirement, and he’s still there to help and advise. I can’t ask for more than that - very happy customer!

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