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01457 875875 info@pdaf.co.uk

Welcome to PDA Financial Planning Ltd

PDA Financial Planning has been established since 1983 when our principal adviser, Phil Done, started his career in financial planning having left Durham University with a BSc in physics and an MSc in theoretical physics. Since then, Phil has amassed a wealth of experience in a wide range of areas within financial services and now specialises in wealth management, retirement and estate planning. Phil is a Chartered Financial Planner and a Fellow of the Personal Finance Society.

Our second adviser in the business is James Summers. James joined PDA in September 2018 after making a career change from teaching. He graduated from the University of Hull and then went on to do a Post Graduate Diploma in Education before spending five years as an English teacher. Since his career change, James has attained the industry standard Diploma in Regulated Financial Planning and is currently working his way to becoming the practice’s second Chartered Adviser. James has been immersed into the business and now focuses his efforts on wealth management, retirement planning, life assurance, income protection and critical Illness cover.
We provide personalised, face to face financial planning to both individual and corporate clients. Our advice is always tailored to reflect your individual needs and objectives and then regularly reviewed to keep you on your path of financial security.

PDA prides itself on being a boutique, family run business with every client at the forefront of our day-to-day practices. We endeavour to develop long term relationships with our clients and cultivate this relationship based on mutual openness, trust and respect. As clients, we hope that you will become an extension of the PDA family and allow us to work with, and guide you on your financial journey. Ultimately, we aim to provide a quality, professional service that you can feel comfortable with and trust.