Digby Associates - Positive Solutions Limited

Independent Financial Adviser  21 Breach Road, Bristol, BS1 4LF
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FCA authorised
Last authorised 14th June 2021
Digby Associates 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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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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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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Unit trusts
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Lump sum
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Regular savings
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Savings for children
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School fees planning
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Accident & sickness
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Buildings and contents
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Critical illness
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Income protection insurance
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Large business
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Life insurance
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Payment protection insurance
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Small business
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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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Employee benefits
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Group ISA
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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
Meet our advisers
Mr Tom Bohr
Financial Adviser
About us

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 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 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 is a trading style of Digby Associates – Positive solutions Limited which is an appointed representative of Quilter Financial Planning Solutions Limited which is authorised and regulated by the Financial Conduct Authority. Positive Solutions is a trading style of Quilter Financial Planning Solutions Limited. Digby Associates – Positive Solutions Limited is registered in England and Wales. Registration No: 6245037. Registered Address: 236 Henleaze Road, Henleaze, Bristol. BS9 4NG

The value of pensions, investments and the income they produce can fall as well as rise. You may get back less than you invested.

The FCA do not regulate Inheritance Tax Planning advice.

21 Breach Road, Ashton, Bristol, BS1 4LF

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