Our Clients

Hear from the people and businesses we’ve had the privilege to support.

Advice built around you

At Digby Associates, we work with individuals and business owners across the UK. We help clients achieve their financial goals through cared for and personalised financial advice.

Whether they are building wealth, planning for retirement or managing business finances, our advisers provide tailored guidance and support. We're proud to work with multiple generations, building long-term relationships based on trust and proven results.

Testimonials

Every client has different goals, circumstances and priorities. However, many choose Digby Associates for the same reasons: clear advice, long-term relationships and personalised support.

The testimonials below provide an insight into the experiences of clients we’ve helped with mortgages, retirement planning, investments and wider financial planning.

Browse Testimonials

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

Case Studies

Behind every financial plan is a person, family or business with their own goals and priorities. Our case studies highlight some of the real-life situations we’ve helped clients navigate and the role thoughtful financial advice has played in helping them move forward with confidence.

Browse our case studies to learn more about the challenges our clients faced, the advice we provided and the outcomes we helped them achieve.

Browse Case Studies