Who We Are

Financial Planning and Wealth Management

Since 2007, we have built our reputation as a financial planning and wealth management firm in Bristol, providing thoughtful advice and long-term support to individuals, families and businesses.

We provide personalised financial planning, wealth management and financial advice, helping individuals, families and business owners achieve their long-term personal and financial goals. From our offices in Bristol and Cheltenham, we support clients across the South West and throughout the UK.

If you’re thinking about what comes next, we’d be glad to talk it through with you.

Our Values

At Digby Associates, we believe financial planning and wealth management should be built on trust, transparency and genuine care. Our aim is to provide clear financial advice that helps clients make confident decisions and achieve their long-term goals.

We aim to foster financial empowerment, and long-term success, following industry best practice and embracing innovation. Our goal is not just to offer advice but to initiate financial confidence and well being for our clients and their families. Since our birth we’ve been founded on values that are embedded deeply into how we work and treat every client.

Care

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

Clarity

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

Understanding

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

Continuity

We’re here to support you over time, helping you plan ahead and adapt as your life or business evolves.

Reliability

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

Care

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

Clarity

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

Understanding

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

Continuity

We’re here to support you over time, helping you plan ahead and adapt as your life or business evolves.

Reliability

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

Our History

Digby decided to start his own business and Digby Associates was formed in Alma Vale Road, Clifton. They partnered with Positive Solutions for compliance who had a reputation for their thoroughness.

Digby takes on his first employee, school leaver Lewis Brain, as Office Junior.

Positive Solutions network was purchased by Intrinsic Financial Planning, increasing their number of advisers from 850 to 3,000

Digby employs a second Financial Adviser, James Long, and becomes an appointed representative of Positive Solutions.

Paul Flower joins the business bringing 40 years of Banking experience with him. Jack Harries joins as a full-time Mortgage Adviser. Digby Associates move to 57 Queen Square.

After four years at Digby Associates, Tom Bohr becomes the first Administrator to qualify as a Financial Adviser. Retiring IFA Paul Watkins chooses Digby Associates to take over his clients.

Three more Administrators, including Lewis, qualify and get promoted to Advisers.

Due to the growth of the business Graham Jones and Gary Stoker join as Advisers and Senior Managers. Digby Associates acquire 'The Financial Practice, Malvern'. Digby Associates wins the Quilter Key Accounts Top Producer Award, 2019. Intrinsic Financial Solutions rebrand as Quilter Financial Planning.

Digby Associates acquires 'Falcon Financial Advice, Cheltenham' and establish an office in Cheltenham.

A further two members of staff successfully qualify as Advisers. Digby Associates win Quilter’s Key Accounts Business of the Year award 2022.

Get in touch

Give us a call

Bristol 0117 933 5544
Cheltenham 01242 255 102

Send us an email

info@digby-associates.co.uk

Our Locations

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

What our clients say...

Buying a first house is stressful enough but help and support we received from Patty Gron was invaluable. She's knowledgeable, efficient and was very patient with the hundred of questions we had! I'd recommend her services to anyone who values time and communication.

R Uss

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.

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

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 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.

J Wright