Amber River HDA - Cheltenham

Colin Theaker

I had a number of Pensions from various companies and needed advice on the best way to manage these.
I spoke with HDA, Pete Clark, who immediately made an appointment to visit my home to discuss the options. Pete came up with a very sound investment plan for my money, which will give me a very flexible solution going forward into my retirement.
HDA were able to work with all my pension providers to ensure that the investments chosen gave the the very best value for my money, and gave me peace of mind, that my financial matters are being very professionally managed.
I would recommend HDA to anybody, in my opinion they are a very efficient and professional company and also give good value for money.

Philip Trenaman

Peter Clark from HDA - Chartered Financial Planners has been advising me on my Pension investments and planning since 2000. His advice has been clear, transparent and easily understood. He will explain things patiently until any and all issues are resolved. Fees and costs are explained up front with no hidden extras. Peter is always looking to provide the best service he can and will offer new products on the market when they occur and will discuss these products at our regular reviews or make immediate contact if appropriate. I would recommend Peter and HDA - Chartered Financial Planners to anybody seeking Pension advice

Martin Gill

I first approached HDA several years ago as I had several pension pots and was unsure if they were providing the best return. Peter reviewed my situation then discussed everything in 'plain English' advising on the various options available to me. I decided to combine my pension funds & move everything to a new plan that would work my fund harder & which would hopefully provide a much better return (although I know nothing in life, or pensions, is ever guaranteed). I periodically receive updates from HDA which are clear & easy to understand & Peter is always on hand should I have any questions or need further advice.
I would not hesitate to recommend HDA to anyone needing professional financial advice and I'm now looking forward to retirement with a much greater understanding of my pension situation.

Jonathan Herbert

My wife and I have been delighted with the advice and level of service we have received from HDA Chartered Financial Planners.

I had needed someone to help me put my pension affairs in order and to work out how much money I needed to put aside each month, for payment into a new pension, to ensure I could look forward a comfortable retirement.

The team at HDA couldn't have been more helpful and I have absolutely no hesitation in recommending them.

Jane Treasure

I contacted Peter at HDA as I wanted to consolidate all my pensions and he had been highly recommended to me. Peter was friendly, professional and courteous, and he made sure that I understood everything before continuing. Peter advised me of all my options and once the decision was made he sorted everything without fuss.

I get regular updates on my pension pot and I am able to contact Peter if I have any queries to which I always receive an immediate response.

The joy is now I am able to retire with peace of mind and I know exactly how much I have at my disposal and how it can be accessed.

I would highly recommend HDA to anyone looking for clear and helpful advice.

Peter Heywood

I have been a customer of HDA for many years. They have handled all my pension contributions before retirement, and my withdrawals since retirement, and have always given me good advice and guidance. They are very friendly and approachable, and are always available for any discussions or meetings. I would certainly recommend them

Chris Madley

HDA have taken care of our future pension plans for the last 15 years. I have always been happy with the service they provide and would recommend them to all.
Regular updates with clear explanation of investment strategy and results, the ability to ask questions at any time give me a sense of reassurance.

Martin P

I came to Peter Clark of HDA about 7 years ago with private and work pension funds to figure out what to do with. At the same time I was starting my own company. From the start Peter was a fund of useful information and provided me with excellent advice. Peter knows his stuff inside out and can always explain things clearly in a way that's easy to understand. He's backed up by the HDA team who are always quick to respond and thoroughly professional. I'm really pleased with the way the products and advice are tailored to my circumstances; the funds have performed well through some tough times too. I really can't recommend HDA and Peter highly enough.