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.

Since our establishment in 2007, we have built our reputation as caring financial advisers dedicated to adding value to our clients’ lives.

We specialise in delivering personalised financial advice and services, including Investments, Mortgages, Pensions, and Inheritance Tax planning. Your first consultation is on us and comes with no obligation.

Our approach is tailored to your unique needs, so we encourage you to get in touch and discover how our team can help you achieve your life goals and aspirations.

Start your journey to a brighter financial future with us today.

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Our History

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.

Digby takes on his first employee, school leaver Lewis Brain, as Office Junior.

Positive Solutions network was purchased by Intrinsic Financial Planning, increasing their number of advisers from 850 to 3,000

Digby employs a second Financial Adviser, James Long, and becomes an appointed representative of Positive Solutions.

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.

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.

Three more Administrators, including Lewis, qualify and get promoted to Advisers.

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.

Digby Associates acquires 'Falcon Financial Advice, Cheltenham' and establish an office in Cheltenham.

A further two members of staff successfully qualify as Advisers. Digby Associates win Quilter’s Key Accounts Business of the Year award 2022.

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, we believe that great financial advice starts with great people. Our team of dedicated professionals combines deep industry knowledge with a passion for helping clients achieve their ambitions.

From Investments and Mortgages to Pensions and Estate planning, we work collaboratively to deliver bespoke financial solutions tailored to your needs. We’re not just advisers – we’re your partners in building a secure and prosperous future.

Get to know the faces behind Digby Associates and discover how our expertise and personal approach set us apart.

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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...

Useful Information

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Resources

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Our Clients

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