digby associates

Your Financial Wellbeing Begins Here

Your success is our success; we genuinely care about building a prosperous financial future for you and your loved ones.
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Welcome to Digby Associates

Where the focus is on you

Digby Associates is a wealth management firm based on Queens Square in the heart of Bristol’s city centre, with an additional office in Cheltenham although our clients are located across the UK. Founded in 2007, we've built our business on reputation – the caring financial advisers who want to add value to our clients lives. We specialise in providing bespoke financial advice and services to clients on Investments, Mortgages, Pensions and Estate Planning. The first meeting is at our expense and without any obligation. Our advice is tailored, so we invite you to get in touch to see how our team can support you in achieving your life goals and financial ambitions. Our mission is not just to advise; it's to be the catalyst for a lifetime of financial confidence and prosperity.
Digby Signitures (300 x 100 px)
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The Digby Associates team outside the Bristol Office in Queens Square
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How we can help

Buying-a-home

Buying a Home

Helping you find the right mortgage options to purchase your home.

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Savings

Pension Planning

Helping your secure your financial future.

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Protection

Protection

Ensuring your loved ones are financially protected should the worst happen.

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Wealth Management

Wealth Management

Helping you to plan and manage your wealth.

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Financial-Planning

Financial Planning

Helping you plan for your financial independence.

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Estate Planning

Helping you plan ahead for your families future

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Business Advice

Help growing your money within your business

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Why Digby Associates?

Your Holistic Financial Partner

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Quilter Financial planning
Quilter Financial planning

Quilter Assurance

As a nimble mid-sized organisation, we find strength in our affiliation with the Quilter Financial Planning network.  This collaboration provides peace of mind for our firm, advisors and, most importantly, you our valued clients.

Our Partners
About Us
Meet the Digby Team

What our clients say...

We’ve had the pleasure of working with Patty as our mortgage advisor for over a year, and her expertise, patience, and dedication have made the process seamless. As our financial and insurance advisor, Joe has provided invaluable guidance, ensuring our financial security with professionalism and care. Both are outstanding professionals who go above and beyond for their clients. I highly recommend their services!
Google Review - C Ochoa
I have been a client of Digby Associates for approximately 4 years now and during that time, Tom Bohr, my Financial Adviser, has always, without exception, provided a first-class service. It’s no exaggeration to say that Digby and Tom facilitated my dream of retiring early and provided peace of mind during what is essentially, a life changing experience. I would without hesitation, thoroughly recommend Digby Associates for all your financial needs.
Gary from Bristol
I have been a client of Gary and Digby Associates for the past four years. I am delighted with the care and service from the whole team. I really feel that I am treated as a valued individual and am most impressed with the returns and growth of my investments. Gary takes a very proactive approach and is constantly assessing fund placements in the light of both markets and government policies. I would not hesitate to recommend Gary and Digby Associates to others.
Susan from Pershore
Jo is amazing, she is professional, efficient and thoroughly explains everything, I would highly recommend Jo 100%. She is worth her weight in gold. She asked what we wanted/needed from a mortgage and delivered exactly that. She explains things thoroughly and talks through all the options, and we are very happy with the mortgage we have secured. But it doesn’t end there, whilst waiting for our house purchase to go through she has already changed us on to a better rate twice due to interest rates coming down, and continues to review the best deals until completion. Amazing service and myself and my partner are very happy clients. Thank you so much.
Google Review - A Roach
We wanted to recommend Patty , cooperation with Patty was very professional and loyal . Patty treated us very well we felt very nice with her she always answered our questions very quickly and was always at our disposal . She never let us down if I had to choose an advisor again it would definitely be Patty .
Google Review - G Cupial
I have been supported by Digby Associates to manage my finances and investments for 11 years. During this time, Lewis Brain has always provided me with a first class and personalized service. With their vast knowledge, expertise and understanding, Digby Associates, and Lewis, enabled me to take early retirement from work, providing me with peace of mind, confidence and security to take this huge step, a life changing experience I never dreamed of. I would always recommend Digby Associates and Lewis for all and any of your financial needs
Tina from Bristol
My wife and I have been involved with Digby Associates since 2020 and we have worked closely with Gary Stoker, Financial Adviser, since then. Digby Associates possess considerable expertise and experience of financial markets, and our experience is that they provide bespoke, quality advice. We have found Gary to be knowledgeable, responsive and efficient. He entirely understands our needs, particularly with regards to our pensions and inheritance planning and he always offers clear, concise advice. In short, we are very happy with our ongoing relationship with Digby Associates.
Andrew Ford from Wiltshire
We received the most valuable advice from Joanna Slater regarding our mortgage, pensions, transfer of equity etc. Nothing was too much trouble for Jo, her expertise and knowledge of all things financial is second to none. Highly recommended.
Google Review - J Wright
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Get in Touch

Bristol

Phone: 0117 933 5544
Email: info@digby-associates.co.uk
57 Queen Square, Bristol, BS1 4LF

Cheltenham

Phone: 01242 255 102
Email: info@digby-associates.co.uk
2 Tebbit Mews, Winchcombe Street, Cheltenham, GL52 2NF


News and Insights from Digby Associates

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