Who are Digby Associates?

What you get from us

Digby Associates is a Wealth Management Firm located in the heart of Bristol’s city centre, with a second office in Cheltenham.

We specialise in delivering personalised financial advice and services, including Investments, Mortgages, Pensions and Inheritance Tax Planning. 

We are committed to building trust, empowering clients financially, and ensuring long-term success by following best practices and embracing ongoing innovation. Our aim goes beyond offering financial advice; we strive to inspire lasting financial confidence and prosperity for our clients.

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About Us

Find out more about the rich history of Digby Associates and how we became the company we are today.

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Our-People

Our People

Our team of expert advisers is dedicated to guiding you on your financial journey with care and expertise.

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Our-Partners

Our Partners

We collaborate with trusted partners to offer a seamless, comprehensive approach to your financial planning.

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Why choose Digby

Our Values

At Digby Associates, our values are at the core of everything we do. We believe in providing financial advice that goes beyond the conventional, creating lasting value for our clients through a transparent, personalised approach.

We are dedicated to fostering trust, financial empowerment and long-term success by adhering to best practices and embracing continuous innovation. Our goal is not just to offer advice but to inspire a lifetime of financial confidence and prosperity for our clients and their families.

Trusted Relationships

We prioritise building and maintaining trusted relationships with our clients, partners and team fostering an environment of transparency and reliability.

Community Engagement

We actively contribute to and engage with the communities we serve, recognising our responsibility to make a positive impact beyond financial advising. We also interact with the communities our clients represent providing opportunities to come together for a common purpose.

Foster Unity

We cultivate an inclusive environment by actively embracing diverse perspectives, fostering a culture where every voice is heard, valued and respected.

Service Excellence

Our commitment to delivering unparalleled value is embodied in our unwavering dedication to exceed expectations, anticipate needs and provide solutions with integrity and diligence.

Nurture Connections

We believe in treating our clients and each other as part of an extended family. Our focus is on the wellbeing of our clients and their families, providing comprehensive financial planning that aligns with both short-term needs and long-term aspirations.

Introducing the team

Our People

At Digby Associates, our team is at the heart of everything we do. Each member brings a wealth of experience, expertise and a shared commitment to helping our clients achieve their financial goals. With an average adviser age of 36, and a section of both genders, we have an adviser to suit all needs.

We pride ourselves on building lasting relationships, offering a personal touch, and delivering tailored advice in areas such as Investments, Mortgages, Pensions and Inheritance Tax planning. Whether you’re planning for the future or navigating complex financial decisions, our team is here to guide you every step of the way.

Get to know the dedicated professionals who make Digby Associates a trusted partner on your journey to financial success.

Meet the Team
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The Digby Associates team outside the Bristol Office in Queens Square
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Ways to get in touch

Give us a call

Bristol 0117 933 5544
Cheltenham 01242 255 102

Send us an email

info@digby-associates.co.uk

Our Locations

Bristol Office: 57 Queen Square, Bristol, BS1 4LF

Cheltenham Office: 2 Tebbit Mews, Winchcombe Street, Cheltenham, GL52 2NF

Thoughts from our clients...

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 Uss
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 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
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.
A Roach
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
G Cupial
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
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
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.
J Wright
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Useful Information

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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.

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Our-Clients

Our Clients

We value our strong relationships with our clients who regularly recommend us to their friends and family. 

Let them share their experiences with you.

Hear from our Clients
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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.

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