Supporting a Lifetime of Financial Confidence and Prosperity

We’ve had the pleasure of working with Patty as our mortgage advisor for over a year, and her expertise, patience, and dedication have made the process seamless. As our financial and insurance advisor, Joe has provided invaluable guidance, ensuring our financial security with professionalism and care. Both are outstanding professionals who go above and beyond for their clients. I highly recommend their services!

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.

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.

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.

We wanted to recommend Patty , cooperation with Patty was very professional and loyal . Patty treated us very well we felt very nice with her she always answered our questions very quickly and was always at our disposal . She never let us down if I had to choose an advisor again it would definitely be Patty .

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

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.

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.

After meeting with Digby, he gave my wife and I real clarity on the next steps of retirement and buying a new home. Retirement soon caught up with me with no real plans on how or what to invest in. After our initial meeting and subsequent meetings, we now have plans to build on our security. We will soon be investing with Digbys team.