What are Pension Annuities?

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. 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.

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. 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.

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!

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.

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.

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.