Digby Associates Limited

Restricted - Whole of Market  23 Southleaze Orchard, Street, BA160BN
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FCA authorised
Last authorised 16th May 2022
Digby Associates Limited specialise in providing bespoke financial advice and services to clients on investments, mortgages, retirement, as well as other financial matters.
We can advise you on
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Annuity purchase
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Auto enrolment
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Defined benefit
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Pension consolidation
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Pension drawdown
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Pensions & divorce
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Pensions & retirement planning
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Pensions review
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Pensions transfer
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SIPPs
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Stakeholder
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Building your home
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Buy my next home
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Buy to let
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Buying first home
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Equity release
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Flexible mortgages
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High loan to value
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Mortgage protection
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Next home / Remortgaging
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Right to buy
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Self-employed mortgages
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Wealth management
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Ethical investments
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ISA / Unit Trusts / OEICs
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Investing for income
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Investment trusts
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OEICs
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Offshore investments
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Socially responsible investments
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Traded endowment policies
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Unit trusts
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Lump sum
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National savings
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Regular savings
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Savings for children
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School fees planning
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Critical illness
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Income protection insurance
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Life insurance
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Capital gains tax
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Estate planning
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Income tax
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Taxation planning
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Corporate pension
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Group Pension/Stakeholder
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Group Protection/Life Insurance
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Group critical illness
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Group income protection
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Group life insurance
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Group private medical insurance
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Group risk
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Long term care
Meet our advisers
Mr Paulo Costa
Financial Adviser
About us

Here at Digby Associates Limited we recognised that as a firm, the highest value that we can offer clients is to work towards financial security by delivering co-ordinated 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 the services of Digby Associates Limited you will benefit from regular financial reviews and valuations, along with access to new ideas brought to you by the team.

Our services

Retirement, investment and family protection planning.

Preferred clients
Minimum wealth (income/assets)
£0
Minimum pension value
£0
Minimum mortgage value
£0
Advice methods
  • phoneButton
    Telephone
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    Online (Live chat, video, email)
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    Face to face
Compliance

Your home may be repossessed if you do not keep up repayments on your mortgage.

Digby Associates Limited is an appointed representative of Quilter Financial Planning Solutions Limited which is authorised and regulated by the Financial Conduct Authority. Digby Associates Limited is registered in England and Wales. Company Number 06245037. Registered Address 57 Queen Square, Bristol, England, BS1 4LF.

Transferring out of a Final Salary scheme is unlikely to be in the best interests of most people.

Equity Release will reduce the value of your estate and can affect your eligibility for means tested benefits.

Auto Enrolment/Estate Planning/Tax Planning/National Savings/ Some Buy To Let Mortgages are not regulated by the Financial Conduct Authority.

23 Southleaze Orchard, Street, BA16 0BN

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Whatever your financial and lifestyle aims and aspirations, we look forward to helping you achieve them.