Ways We Can Support You

Supporting individuals, families and businesses with thoughtful financial advice at every stage of life.

Advice shaped around you

At Digby Associates, we provide personalised financial advice designed to help individuals, families and businesses achieve their long-term goals.

Whether you’re planning for retirement, investing for the future, arranging a mortgage or looking to protect your family and assets, our advisers can help you make informed financial decisions with confidence.

From investments and pensions to estate planning and business advice, we take the time to understand your circumstances and build a plan tailored to your needs.

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Our Values

At Digby Associates, we believe financial advice should be clear, personal and rooted in genuine care for each client’s circumstances and goals.

As a result, our aim is to help clients make informed decisions with confidence, supporting long-term plans through thoughtful advice, professional standards and a relationship-led approach.

Since 2007, care has been at the heart of how we work, shaping the way we support and look after every client relationship.

Care

Take the time to understand what matters to you, so our advice reflects your life, not just your finances.

Clarity

Focus on giving straightforward, well-judged advice that helps you understand your options and feel confident in your decisions.

Understanding

Take the time to understand what matters to you, shaping advice around your goals, your circumstances and what you’re looking to achieve.

Continuity

Here to support you over time, helping you plan ahead and adapt as your life or business evolves.

Reliability

Believe in being consistent, responsive and easy to work with, so you always feel supported and know where you stand.

FAQs

Understanding Financial Advice

Why do I even need a financial adviser?

Our qualified advisers are not transactional, they will work closely with you on your financial journey. Yes, you can transact yourself however quality guidance can help ensure that you are not taking unnecessary risks or paying unnecessary tax. The cost of getting it wrong far outweighs the saving of doing it yourself.

What exactly is it that you do?

At its heart, financial planning helps ensure that you do not pay any unnecessary tax and you don’t run out of money. Recommending appropriate tax wrappers, investing and insuring appropriately will help us to help you, removing the emotion from your finances.

What do I get for my ongoing servicing fee?

Ongoing servicing includes numerous services such as tax planning, fund performance analysis, switching of funds and the opportunity to pick up the phone whenever you need.

Ongoing Financial Planning Support

How do you know which funds to choose and which ones will perform better?

There are thousands of funds to choose from, we don’t pretend to be experts so we outsource this to Quilter who have huge resources and intellectual capital. Their strict due diligence and ongoing monitoring gives us great confidence knowing that the funds we recommend have gone through such a robust process.

How do I know that you will look after me once the business has been done?

Ongoing reviews are at the heart of our business. All the advisers are focussed on working closely with their portfolio of clients. In addition, they are monitored on a monthly basis by senior management for the accuracy and quality of their reviews.

Remember that if you don’t feel you are getting value for money, then you can simply switch it off.

Get in touch

Want to talk about your next chapter?

Book an appointment

Call

Bristol: 0117 933 5544
Cheltenham: 01242 255 102

Email

info@digby-associates.co.uk

Location

Bristol: 57 Queen Square, Bristol, BS1 4LF
Cheltenham: 2 Tebbit Mews, Winchcombe Street, Cheltenham, GL52 2NF

What 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