Business Details
19 Years
experience
Trusted Financial Advisers in Bristol & Cheltenham
Digby Associates is a wealth management firm established in 2007, headquartered in Bristol with an additional office in Cheltenham. We specialise in providing bespoke financial advice and services to clients across the UK, focusing on Investments, Mortgages, Pensions, and Estate Planning. Our approach is rooted in building trusted relationships, delivering tailored solutions, and empowering clients to achieve long-term financial confidence. With a team of experienced advisers, we combine industry expertise with a commitment to transparency and innovation.Our affiliation with Quilter Financial Planning Solutions Limited ensures adherence to rigorous regulatory standards, providing clients with peace of mind. We prioritise client-centric service, as evidenced by testimonials highlighting our responsiveness, expertise, and dedication to personalised financial strategies. Our mission is to inspire lasting financial prosperity by aligning our services with the unique goals of each client and their families.
Services
Financial Planning
Mortgage Advice
Pension Planning
Investment Management
Estate Planning
Tax Mitigation Strategies
Protection Insurance
Wealth Management
Details
- Year established: 2007
Highlights and features
- We offer over 15 years of combined experience in wealth management and financial planning.
- Our team provides tailored advice aligned with your unique financial goals.
- We are regulated by the Financial Conduct Authority for compliance and client protection.
- Clients praise our responsive, knowledgeable service and proactive investment strategies.
- We prioritise ongoing reviews to ensure your financial plan adapts to changing needs.
Associations and certifications
- Quilter Financial Planning Solutions Limited
What people say
Knowledgeable, efficient service
First-class, personalised financial advice
Proactive investment management
Exceptional mortgage expertise
Trusted long-term partnership
Services
Financial Planning
We design comprehensive financial plans tailored to your life goals, covering retirement, tax efficiency, and wealth preservation. Our advisers combine market expertise with a deep understanding of individual client needs. By prioritising transparency and adaptability, we ensure your financial strategy evolves with changing circumstances and regulatory landscapes.
Mortgage Advice
Our specialists help clients secure competitive mortgage solutions, from first-time purchases to remortgaging. We assess your financial situation to recommend optimal rates and terms. Clients consistently praise our efficiency, market knowledge, and proactive rate adjustments during property transactions.
Pension Planning
We optimise pension strategies to ensure financial security in retirement, including SIPP and SSAS management. Our approach balances risk mitigation with growth potential, supported by Quilter's fund expertise. Regular reviews ensure alignment with legislative changes and personal objectives.
Estate Planning
We create bespoke estate plans to protect assets and minimise inheritance tax liabilities. Services include trust structuring, will drafting, and intergenerational wealth transfer strategies. Our focus is on preserving family wealth while complying with complex tax regulations.
Investment Management
We construct diversified investment portfolios aligned with your risk profile and financial goals. Leveraging Quilter's research capabilities, we monitor and adjust holdings to maximise returns. Clients benefit from proactive fund switching and tax-efficient investment vehicles.
People
Patty Gron
Mortgage Adviser
Patty Gron is a highly regarded mortgage adviser known for her expertise, efficiency, and client-focused approach. She guides clients through complex mortgage processes with clarity and patience, ensuring optimal solutions. Clients consistently praise her proactive rate adjustments and exceptional communication skills.
Tom Bohr
Financial Adviser
Tom Bohr specialises in retirement planning and wealth management, with a track record of facilitating early retirements. He combines technical expertise with personalised service, ensuring clients achieve financial security. His approach balances strategic planning with empathetic client relationships.
Lewis Brain
Financial Adviser
Lewis Brain provides expert investment and pension advice, with over a decade of experience in financial planning. He is praised for his market knowledge, proactive fund management, and ability to simplify complex financial concepts. Clients trust his strategic guidance for long-term growth.
Gary Stoker
Financial Adviser
Gary Stoker focuses on pensions, inheritance tax planning, and investment management. Clients value his responsiveness, technical proficiency, and proactive portfolio adjustments. With extensive market experience, he delivers bespoke solutions aligned with evolving client needs and regulatory changes.
Joanna Slater
Financial Adviser
Joanna Slater offers comprehensive advice on mortgages, pensions, and equity transfers. Recognised for her thorough explanations and client-centric approach, she ensures solutions match individual circumstances. Clients highlight her expertise and dedication to achieving financial objectives.
Questions
Why should I use a financial adviser?
Our qualified advisers provide tailored guidance to avoid unnecessary risks and tax liabilities. The cost of professional advice far outweighs potential financial mistakes made without expert support.
What services do you offer?
We specialise in financial planning, pensions, mortgages, investments, and estate planning, ensuring comprehensive strategies to protect and grow your wealth.
How are your fees structured?
Fees cover tax planning, fund analysis, and ongoing reviews. We maintain transparency, with no hidden charges, and offer value through regular portfolio adjustments and expert consultations.
How do you select investment funds?
We collaborate with Quilter's expert team to choose rigorously vetted funds. Their resources ensure we recommend high-quality, diversified options aligned with your risk profile and goals.
What ongoing support do you provide?
We conduct regular reviews to adapt your plan to life changes and market conditions. Advisers are monitored monthly to ensure consistent, high-quality service tailored to your evolving needs.
