Digby Associates specialise in providing bespoke financial advice and services to clients on investments, mortgages, retirement, as well as other financial matters.
Here at Digby Associates we recognised that as a firm, the highest value that we can offer clients is to work towards financial security by delivering coordinated wealth management. To that end, what goals do you have that will take planning, time, money and ongoing co-ordination to achieve?
As your partner in building wealth and security, we generally focus on ways that we can help you live your life the way that you want to.By engaging in the services of Digby Associates you assure yourself of regular financial reviews and valuations, along with access to new ideas brought to you by the team.
Our Purpose
We are Independent Financial Planners who believe that leading a fulfilled life founded on a great relationship with money should be a right and not a privilege. Our vision is to create an environment where financial planners can make a real impact in society. We want to make our clients’ lives the focus of everything we do.
Who we work with
We work with a wide range of clients (including Business Owners, Academics and Retirees) who are predominantly referred to us by existing clients or other professionals.
We have noticed a trend in the reasons for clients coming specifically to us and these are often as follows:
“I have a financial adviser, but the relationship is more about our money than us”
“I am so busy with work that I have neglected my finances for a long time, we are not getting any younger and retirement is not all that far away”
“I have always invested in our business but we are now generating decent profit and I need to ensure I plan properly for our future”
Your local Financial Planner
Ellis Davies is a local firm based in Bristol, and Associate Director Samantha Gratton lives in Saltford.
Sam is an award winning Chartered Financial Planner with 14 years’ experience in Financial Services. Sam’s goal when supporting her clients is to help them feel reassured they are on the right track, and many of Sam’s clients are navigating retirement and benefit from having a trusted adviser on hand. Based on her client feedback and reviews she received a ‘Top rated adviser’ accolade from The Times in 2022, 2023 and 2024.
Fatco Pro Tax & Accounting offer bookkeeping, accounting production and taxation services targeting entrepreneurs, sole traders and fast-growing young companies who need close and quality yet affordable financial guidance. We also provide a range of other financial services, including financial management, corporate finance and overseas listing consultancy.
Flourish is a fresh-thinking and friendly place to eat and shop in Saltford. Our Foodhall offers the best quality
local produce and numerous speciality food brands, the Kitchen's menu is brimming with delicious seasonal
flavours and Flourish Home & Lifestyle is full of beautiful sustainable homeware & gift brands. The Crafter's
Corner is a space to learn new skills in arts and crafts workshops run by talented local makers.
GWR Waste Management offers a range of waste management and recycling services as well as bespoke zero to landfill packages. Helping businesses of all sizes, from local independent businesses to national organisations, GWR Waste Management are established and experienced providers of waste solutions. Businesses across the UK looking to improve their waste management solutions, due to environmental concern, cost effectiveness, service quality, flexibility and more can benefit from GWR Waste Management.
Our services cover a range of industries and business waste needs, including hospitality, commercial, industrial, residential and more. GWR Waste Management offer general waste, washroom and sanitary waste, hazardous waste and confidential waste removal, as well as glass, general mixed and food waste recycling. No matter which sector you are in or type of waste you produce, Great Western Recycling can provide total waste management solutions tailored to your business.
Specialist supplier of Personalised & Branded Workwear, Branded Clothing, Schoolwear, Sporstwear, Promotional Goods, Business Gifts and General Printing.
Whole of Market Mortgage and Protection Brokers.
iTeam Solutions provides quality IT Support and Computer Consultancy to businesses of all shapes and sizes.
Based between Bristol and Bath but covering a wide area of the South, the South West and South Wales, we maintain IT systems for accountants and financial advisors as well as a diverse range of other sectors and professions such as Health and Safety, Marketing, Distribution and even a theatre.
We are a Microsoft Partner with a specialism in cloud solutions for the small and midmarket sector, which means we have the skills and experience to recommend and implement the best IT systems for companies with between 5 and 250 employees.
We use a combination of monitoring software, remote support and professional on-site services, to look after your IT systems. We keep everything up and running so you can focus on your business.
When you take out a Fully Managed Support Contract with iTeam, we will do the following:
- Perform a comprehensive site audit to fully document your existing systems. We will produce a report of our findings and any recommendations we have
- Set up TSM on your systems: our 24 hour 7 day a week monitoring/remediation and remote access tool
- Provide you with access to our call logging and management software, and phone access to our business hours fully staffed helpdesk
- Monitor your systems and complete proactive maintenance when necessary
- When you contact us via email or phone, we will log your call and assign a priority to the ticket depending upon the severity of the problem and the impact it is having on your business
- Work on all tickets in accordance with our Service Level Agreement that will be discussed and agreed in advance
- Give you the support that means you can leave the IT to us and get on with running your own business
Trust iTeam to care for your IT systems.
Kevin supports people who want to grow and develop themselves and those around them. Or who have a challenge or transition what they are uncertain about and need help facing or overcoming.
His clients may not know exactly where they want to get to nor how to get there. Through his listening skills, non-judgemental approach and insightful coaching he helps them to understand and articulate their aims and goals, whatever they may be. He works with them to frame and craft their coaching journey, to shift their thinking and visualise new future possibilities. Then he travels with them on that coaching journey, through their actions to achieve their goals. Goals that enable them to realise their true potential.
Kevin creates a safe, secure space for the client, and helps build mutual trust. A place without fear. A place of positivity and possibility.
KWM Building Ltd is a construction company focusing on commercial construction projects.
We were established in 2003 and work on maintenance, new build and refurbishment projects. We have, over many years, established strong links and good working relationships with a team of local contractors who are trusted by us. We work alongside our contractors who are qualified and experienced in their own particular field. We believe in working closely with our clients to complete projects with a practical approach with the objective of completing a project on time and within budget.
Our company is VAT registered and fully covered by Company an Public Liability insurances.
Projects that we have completed include:
Renault showroom and workshops for SJ Cook & Sons - Weston-super-Mare
Major extension and refurbishment of Axbridge Medical Centre - Axbridge
Refurbishment of 50000 sq ft industrial unit  and offices for Pickfords - Exeter
20000 sq ft warehouse extension for Swallowfield Plc - Wellington
Refurbishment of offices for BWOC - Weston-super-Mare
Refurbishment of 30000 sq ft factory and offices for Hytec Enamellers - Highbridge
New offices and workshops for MW Precision Engineering - Bridgwater
New offices and depot for Wales and West Utilities - Bridgwater
Maintenance and refurbishment projects for North Somerset Council, SAIL College and EOTAS School - Weston-super-Mare
Fit out of headquarters offices for St John Ambulance - Bridgwater
Construction of storage and mess room facilities for Polamco Ltd - Bath
Construction of 33000 sq ft retail warehouse yard and car park for The Range - Bridgwater
Construction of new 18000 sq ft crash repair centre yard and car park for Axten Properties Plc - Bristol