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.
Langley House Mortgages offer free expert mortgage advice, comparing thousands of deals from across the market to find you the most suitable option.
The company was set up by myself and my business partner Toby Fields after gaining our knowledge and experience working at London & Country Mortgages for many years. We take great pride in our work and customer service is at the forefront of everything we do, making sure the process is as streamlined and accurate as possible to avoid any unnecessary delays or complications. Unlike most brokers we do not charge any fees to our clients, so you can take full advantage of our service without worrying about costs and there is no obligation to proceed with any of our recommendations. We will be there to support your journey all the way through to completion and we will clearly explain each step of the process.
Bristol Bears - Official Mortgage Partner - We are proud to be partnered with a company who share our company ethos of supporting their local community. If you remortgage through us, we will offer a donation in your name, to The Bears Community Foundation or a local sports club.