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Your questions answered
What if I am not comfortable coming all the way into the centre of Bristol to see you?
Digby Associates can meet your requirements as to how you would like to meet us. We are happy to visit your home, office or meet via a conference call such as Zoom.
What if I move to another part of the country and am too far away?
Geographically we have clients all over the UK and are happy to travel.
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?
Our role is to 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?
Your ongoing fee pays for numerous services such as tax planning, fund performance analysis, switching of funds and the opportunity to pick up the phone whenever you need.
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.