Who We Are
Supporting life’s important decisions with clear advice and genuine care.
Financial Planning
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 in providing financial advice with a focus on creating value through transparency and a personalised care.
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
2007
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.
2008
Our first employee was taken on, school leaver Lewis Brain, as Office Junior.
2013
Positive Solutions network was purchased by Intrinsic Financial Planning, increasing their number of advisers from 850 to 3,000
2014
James Long becomes the second Financial Adviser, and becomes an appointed representative of Positive Solutions.
2015
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.
2017
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.
2018
Three more Administrators, including Lewis, qualify and get promoted to Advisers.
2019
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.
2021
'Falcon Financial Advice, Cheltenham' was acquired and an office in Cheltenham was established.
2022
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
Call
Bristol: 0117 933 5544
Cheltenham: 01242 255 102
Location
Bristol: 57 Queen Square, Bristol, BS1 4LF
Cheltenham: 2 Tebbit Mews, Winchcombe Street, Cheltenham, GL52 2NF
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Resources
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