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PDA Financial
Planning Merger

Our Merger with HFS

About our MergerAnd what it means for you

We are excited to announce that HFS has recently incorporated PDA Financial Planning under our umbrella. This will not disrupt any of the services you currently receive and Phil and Shelley will be active within PDA/HFS.

Our dedicated team of professionals will ensure a smooth transition for you, and an adviser will be on call to discuss any specific details or concerns you may have regarding this change.

We understand that transitions like these can raise questions, and we are committed to providing you with all the necessary information and support throughout this process. Should you have any immediate enquiries or require assistance, please do not hesitate to contact us at 01457 875875 or use the form on our contact page. Our team will be more than happy to assist you.

We sincerely appreciate your continued trust and loyalty as we embark on this new chapter together. Thank you for your understanding and cooperation.

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We’re proud to continue to support the Openwork Foundation registered charity (number 1184592) with the acquisition of PDA Financial Planning

Their mission will always be to make a positive difference to vulnerable children and adults; from new-born babies to those in later life. The Foundation provides grants to registered charities, helping those most in need in our communities.

Over £21.5m has been donated since 1981, thanks to the generosity of the businesses and members of the Openwork Group, supporting hundreds of thousands of vulnerable people in the UK and overseas.
#ProudlyMakingaDifference