Testimonials

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

Read our client testimonials and discover why individuals, families and businesses choose Digby Associates for financial advice and long-term planning. From mortgages and pensions to investments, tax planning and business advice, our clients trust us to provide personalised guidance, clear communication and ongoing support. Explore their experiences below and see how we’ve helped people achieve their financial goals.

Mortgages
Investments
Pensions
Business Advice
Tax Planning

Mortgage Client Testimonials

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 UssDecember 2024
We were recommended Patty by several friends of ours and we are so glad that we contacted her! She guided us through the whole process and always replied quickly to any question or problem that we had. She made the mortgage application painless and also helped us buy our life insurance. We will be recommending Patty to everyone we know.
I HastingNovember 2024
My partner and I were recommended Jack by some friends of ours and frankly we wouldn't have made it through our house buying experience without him. Attentive, diligent, very patient, incredibly knowledgeable, Jack frankly pulled a blinder for us. We are both self employed and he made sorting mortgages frankly the easiest part of the process. He went above and beyond, for 7 months, until we finally got the keys. Then he helped us with all the insurance coverage we needed. Could not have done it without him. Professional from start to finish.
L WilsonJune 2024
We’ve worked with Patty Gron from the Digby Associates mortgages team on multiple occasions both in securing our first mortgage and during the remortgage process. She is incredibly knowledgeable, efficient and has made our mortgage and remortgage experience straightforward and seamless. Highly recommend if you are looking for a trustworthy and reliable adviser.
S MellorSeptember 2024
Jason was great, very knowledgeable and quick to respond to all questions, sorting out our mortgage. Thank you for all your help!
H Mogg-WallsSeptember 2024
My partner and I used Patty to help get our mortgage as first time buyers and had a great experience. She is knowledgeable and quick to respond and was able to help us throughout a long buying process. Would recommend.
T MeldrumAugust 2024
We cannot speak more highly of Patty and the work she has done throughout our purchase. As first time buyers it was so brilliant to have Patty with us throughout the process to answer any questions and ease any concerns that we had. We are so grateful that Patty was on the ball with what was happening with our purchase, as when a last minute issue arose, she was the first to alert us, and supported us throughout until it was all ready to go through. Patty was recommended to us by friends who had used her before and we will continue to pass that recommendation on at every opportunity we get. Thank you so much Patty!
D SharpeMay 2024
If you gained an extra day on this earth for every positive review you gave. Then because of Patty at Digby Associates, I’m telling you, I’d live forever. I bought my first home this year in April and was recommended to use Patty through a friend. It was the best decision I made in the whole process of my adulting life so far. She was beyond supportive, helpful, kind, patient, understanding and professional. Not only was Patty a wonderful person to deal with, she’s also cracking at what she does. A combination that’s very rare. I can’t thank Patty enough.
K BrayJune 2024

Investment Advice Client Testimonials

Gary and his team have been absolutely wonderful since I was first introduced to them. Their advice and knowledge has been invaluable and their level of client care has been of the very highest. I feel rest assured that they look after me and my investments completely and, as a novice investor, they have been so patient with my many questions. I would have no hesitation in recommending them. I bought my first home this year in April and was recommended to use Patty through a friend. It was the best decision I made in the whole process of my adulting life so far. She was beyond supportive, helpful, kind, patient, understanding and professional. Not only was Patty a wonderful person to deal with, she’s also cracking at what she does. A combination that’s very rare. I can’t thank Patty enough.
Kate from Cirencester
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
I have had investments with Digby & Co for the last 10 years. Gary Stoker has been my point of contact, and I can’t thank him enough. He’s been very thorough with all information I’ve needed as in the beginning I was very anxious about investing my money. But I need not have worried as I was in good hands. Gary is extremely knowledgeable and always comes back to me with any answers asap. I won’t go with anyone else; my investment is only growing in the right direction! A big thank you to Lucy also who’s always on the end of the phone if Gary is enjoying his travels somewhere hot!
Michelle from Worcester
Thank you for all your help over many years Lewis, you always take the time to understand my goals and we have worked together well over the years. I look forward to continuing to do so and trust in your advice, understanding the legislative changes that the government bring in and ensuring my funds are there for me when I need them
Sue from Gloucester
Imogen Tallant has been my personal financial adviser for the last two years. In that time, she has advised me on pension planning and financial matters in a highly professional way at a time when I was changing jobs, moving house, and divorcing. Imogen visited my former wife and I in our home early on and was patient and sensitive in helping us navigate a way through a time of transition. Her communications, whether in person, by telephone, video meeting, or email are always courteous, clear, and made with her clients’ best interests at heart. Imogen continues to offer the reassurances I look for in financial planning toward retirement. I am extremely happy with her services and hope to continue with the present arrangement long into the foreseeable future.
Nigel from Gloucestershire
My first meeting with Digby and Lewis completely changed my views on investments and planning for the future and since then Lewis’s advice has always been excellent keeping our money maturing well. He has also given great advice to my son and son-in-law regarding their future pensions which has been hugely appreciated.
Barry from Bristol

Pensions Client Testimonials

We first met Dave a few years ago when he came highly recommended by a family member who had been working with him for some time. We had some savings and pensions but weren’t sure if we were making the most of what we had. We are both self-employed, so it is important we get recommendations tailored to our situation. We met with Dave and discussed our financial goals, attitudes to risk, and plans for the future. Thanks to Dave we have much better handle on our money, what we can expect to achieve in the future, and are well on the way to meeting the goals we set for ourselves. Dave has advised on savings, pensions and protection – all the information and advice we received has been totally bespoke and personal. We couldn’t be happier!
Kathryn & James from Bristol
I write this in my capacity as a client of Digby Associates for over 25 years. In my business of construction, I was advised to speak to an independent advisor to enable me to invest in a private pension scheme many years ago. This I did and I am very glad that I chose Digby Associates when the time was right. I have enjoyed the benefits of their experience in the financial and pension markets, and this has been a major factor in helping me to retire at the age of 58. My current advisor, Lewis Brain is a diligent, very straight forward individual who has always, without exception provided me with the very best advice and excellent overall service. The thought of early retirement is a life changing experience, and I am very grateful to have had Lewis alongside me, offering his wisdom in finance as I progressed through the journey. It is without hesitation that I would recommend Lewis Brain and Digby associates for any financial needs you may have; I am sure that like me you will achieve the best advice available.
Barry from Bristol
I highly recommend Matt and the team at Digby Associates. They sorted my pension out for me when no one else could in what was difficult times during the COVID era. I continued to have a great partnership with Matt and the team. I have recommended a few people to Matt and they are all very happy as am I.
Charles 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

Business Advice Client Testimonials

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 Cirencester
I write this in my capacity as a client of Digby Associates for over 25 years. In my business of construction, I was advised to speak to an independent advisor to enable me to invest in a private pension scheme many years ago. This I did and I am very glad that I chose Digby Associates when the time was right. I have enjoyed the benefits of their experience in the financial and pension markets, and this has been a major factor in helping me to retire at the age of 58. Gary is extremely knowledgeable and always comes back to me with any answers asap. I won’t go with anyone else; my investment is only growing in the right direction! A big thank you to Lucy also who’s always on the end of the phone if Gary is enjoying his travels somewhere hot!
Barry 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
Having experienced services from other major financial investment companies previously, without doubt Digby Associates has outperformed them - not only financially but with a level of customer service and transparency that has been exceptional and refreshing.
Barry from Bristol

Tax Planning Client Testimonials

We highly recommend Gary Stoker to those seeking financial advice, he is so well informed and specialises in retirement and inheritance planning. He explains the advantages and disadvantages of various solutions. He is unfailingly cheerful, positive and helpful.
Geraldine & Robert from Oxfordshire
We have been with Digby’s now for 3 years and found them very professional, friendly and transparent. There’s always someone to talk to if you need anything, thanks to Gary and his team, would highly recommend We greatly value his advice at our annual review of our situation. In addition to other meetings if our circumstances change. He has helped us navigate several tricky situations which we could not have dealt with without his help.
Lee & Tony from Bristol
Thank you for all your help over many years Lewis, you always take the time to understand my goals and we have worked together well over the years. I look forward to continuing to do so and trust in your advice, understanding the legislative changes that the government bring in and ensuring my funds are there for me when I need them
Sue from Gloucester
Having experienced services from other major financial investment companies previously, without doubt Digby Associates has outperformed them - not only financially but with a level of customer service and transparency that has been exceptional and refreshing.
Barry from Bristol

Read more of our client testimonials on Google. If you’ve worked with us and would like to share your experience, we’d love to hear from you. Your feedback helps us continue to improve and support more people with clear, thoughtful financial advice.