Falcon Group PLC

A Trusted Partner for Financial Success

Digby Associates Ltd is a wealth management firm based in the heart of Bristol, with an additional office in Cheltenham. Founded in 2007, we have built our business on a foundation of trust, expertise, and a genuine desire to add value to our clients' lives.

Our Expertise

We specialize in providing personalized financial advice and services across four key areas:

1. Pensions & Retirement Planning

Retirement planning isn't just about numbers - it's about understanding your individual aspirations and ensuring your financial security in your golden years. We help you develop a personalized plan that encompasses diverse options like defined contribution plans, individual pensions, and tax-efficient savings strategies.

2. Savings & Investments

Securing your financial future requires a thoughtful and strategic approach to investments. We work with you to create a portfolio that aligns with your risk tolerance, goals, and financial aspirations.

3. Mortgages

Whether you're buying your first home or looking to remortgage, our experienced mortgage team will guide you through the process, ensuring you secure the right mortgage option for your needs.

4. Protection

Life can be unpredictable. We believe in comprehensive financial planning that includes protecting you against unforeseen circumstances through products such as life insurance and critical illness cover.

Our Commitment

We take a personalized approach to financial planning, considering your unique circumstances, goals, and aspirations. We believe in open communication, clear explanations, and fostering a lasting relationship built on trust and mutual understanding.

Get Started Today

Take the first step towards a secure and prosperous future by contacting Digby Associates today. Your journey to financial success can start with a complimentary consultation with one of our experienced advisors.