Built On Care.
Driven By You.
Helping you make confident decisions about your money, with advice built around your goals to support you at every stage of life.
Welcome to Digby Associates
Where the focus is on you
Digby Associates is a wealth management firm based in Queen Square, Bristol, with an additional office in Cheltenham, supporting clients across the UK.
Founded in 2007, we’ve built our reputation on a simple principle, providing thoughtful, considered advice with genuine care, and a focus on adding long-term value to our clients’ lives.
We offer tailored financial advice across investments, mortgages, pensions and estate planning, shaped around your individual circumstances and what matters most to you. Your first conversation with us is at our expense, with no obligation.If you’re thinking about what comes next, we’d be glad to talk it through with you.
Get In Touch
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.
What Our Clients Say
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 - JWright
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
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, DigbyAssociates, 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 out ongoing relationships with Digby Associates.
A.Ford from Wiltshere
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
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
Thinking About the Future of Your Firm?
After years of building trusted client relationships, it’s natural to start thinking about the future. Whether retirement is around the corner or still some way off, we’re always happy to have a confidential conversation about succession planning and the long-term care of your clients.
Read moreNews and Insights from Digby Associates
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One of the nice things about the summer holidays is that I occasionally get to revisit the client-facing side of the business. These days, as Non-Advising Principal, most of my time is spent working on the business rather than meeting...
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For a long time, success was easy to picture. A bigger house, a newer car, better holidays and more visible signs that things were going well. But for many people, particularly once careers become established and family life gets busier,...
Lifestyle Inflation: Why Earning More Doesn’t Always Mean Feeling Better Off
September 14, 2026
A pay rise is usually something to celebrate. After months or years of hard work, seeing your salary increase should, in theory, leave you feeling more financially secure. Yet many people are surprised to find that, a year later, they...