Built On Care.
Driven By You.
Helping you make confident decisions about your money, with advice built around your goals to support you at every stage of life.
Welcome to Digby Associates
Where the focus is on you
Digby Associates is a wealth management firm based in Queen Square, Bristol, with an additional office in Cheltenham, supporting clients across the UK.
Founded in 2007, we’ve built our reputation on a simple principle, providing thoughtful, considered advice with genuine care, and a focus on adding long-term value to our clients’ lives.
We offer tailored financial advice across investments, mortgages, pensions and estate planning, shaped around your individual circumstances and what matters most to you. Your first conversation with us is at our expense, with no obligation.If you’re thinking about what comes next, we’d be glad to talk it through with you.
Ways we can help
Quilter Assurance
As a nimble mid-sized organisation, we find strength in our affiliation with the Quilter Financial Planning network. This collaboration provides peace of mind for our firm, advisors and, most importantly, you our valued clients.
What Our Clients Say
We received the most valuable advice regarding our mortgage, pensions, transfer of equity. Nothing was too much trouble, expertise and knowledge is second to none. Highly recommended.
J Wright (Google Review)
Professional, efficient and thoroughly explains everything, I would highly recommend. She is worth her weight in gold. Asked what we wanted/needed from a mortgage and delivered exactly that.
A Roach (Google Review)
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.
Tina (Bristol)
Digby Associates possess considerable expertise and experience of financial markets, and our experience is that they provide bespoke, quality advice.
A.Ford from Wiltshere
Bristol
0117 933 554457 Queen Square,
Bristol, BS1 4LF
Contact Bristol ↗
Cheltenham
01242 255 1022 Tebbit Mews, Winchcombe Street,
Cheltenham, GL52 2NF
Contact Cheltenham ↗
Thinking About the Future of Your Firm?
After years of building trusted client relationships, it’s natural to start thinking about the future. Whether retirement is around the corner or still some way off, we’re always happy to have a confidential conversation about succession planning and the long-term care of your clients.
Read moreNews and Insights from Digby Associates
Budget Bingo: 10 Things to Look Out For on 28 October
October 27, 2026
Budgets have a habit of turning into a national guessing game. In the weeks beforehand, almost every tax, allowance and government spending programme seems to find its way into the rumour mill. This one arrives against a particularly complicated backdrop....
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The Budget Panic Trap: Why Rumours Can Cost More Than the Budget
October 27, 2026
In the weeks before a Budget, something strange happens to personal finance. Rumours become headlines, possibilities start being discussed as though they are policies, and perfectly sensible people begin wondering whether they need to move investments, take money out of...
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The Little Treat Economy: Why Cutting Every Small Pleasure Isn’t a Financial Plan
October 20, 2026
There is a particular kind of spending that has become part of everyday culture over the last few years. The coffee on the way to work. A nicer lunch than you really needed. A new book, a bunch of flowers,...
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