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.
We work closely with a small number of select clients helping them to identify and achieve their financial goals whilst ensuring their entire financial house is in order for ever.Â We do this through a comprehensive three stage process.
The first step is the Financial Road Map conversation.
This is where we really get to know and understand what is important to you and what your current and future lifestyle aspirations are.
The second stage is the Financial Planning process.
This involves fully understanding where you are now and how to get to where you want to be.
Finally the third stage will be the implementation.
Implementation only occurs after we have resolved the first two stages. In many ways this process is directly opposite to most financial advisers who are only interested in advising your money.
We believe that a financial planner has no right to â€˜sellâ€™ you a product unless they have carried out this three stage process.Â We will provide full recommendations and help implement the plan in full using our team of subject matter specialists.
You will end up with a clear and comprehensive step by step by written financial plan that will give you the highest probability of achieving your goals.