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.

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Care

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

Clarity icon representing clear financial planning

Clarity

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

Understanding icon representing tailored financial advice

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 icon representing long-term financial planning

Continuity

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

Reliability icon representing trusted financial advice

Reliability

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

Care icon representing personalised financial advice

Care

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

Clarity icon representing clear financial planning

Clarity

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

Understanding icon representing tailored financial advice

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 icon representing long-term financial planning

Continuity

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

Reliability icon representing trusted financial advice

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

We've collated a range of informative Financial Guides, blog articles, news updates, Financial Calculators and FAQ's covering all aspects of your financial journey.

Get Advice

We provide bespoke advice on Financial planning, Mortgages, Pensions, and more, ensuring every recommendation is tailored to your unique financial goals and circumstances.

Who We Are

Find out what and who makes Digby Associates such a success, from our dedicated team, our strategic partnerships and our relationship with Quilter.