Digby Associates Ltd
Digby Associates are a Wealth Management Firm based in the heart of Bristol’s city centre. We specialise in providing bespoke financial advice and services to clients on Investments, Mortgages, Pensions, and Inheritance Tax mitigation. The first meeting is at our expense and without any obligation. Founded in 2007, we have built our business on reputation – the financial advisers who want to add value to our clients’ lives by providing tailored advice to each individual. Approver Quilter Financial Services Limited 09/01/2024.
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Verified contacts
23
available on Kipplo
LinkedIn employees
28
11 to 50 range
Open roles
—
no listings
Distinct roles
19
indexed titles
Tech stack
0
tools in use
Monthly traffic
1
organic / mo
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Decision-makers and verified team members
23 contacts with verified email or phone · masked until revealed.
- GS
Gary Stoker
Head of Wealth Management · Finance & Accounting
EmailPhone - GJ
Graham Jones
Commercial Director · Sales & Business Development
EmailPhone - DB
Donna Brown
Office Manager · Operations
EmailPhone - HE
Hannah Evans
Financial Planner · Finance & Accounting
EmailPhone - JL
James Long
Bdm · Sales & Business Development
EmailPhone - JM
Jason Madge
Senior Mortgage Broker · Sales & Business Development
EmailPhone - MT
Mark Taylor
Office Manager - Digby Associates Ltd · Operations
EmailPhone - BM
Becky Middleton
Client Communications · Customer/Client Service
EmailPhone - DA
Dave Allinson
Financial Advisor · Finance & Accounting
EmailPhone
Showing 9 of 23 verified contacts
Top roles at Digby Associates Ltd
19 distinct titles indexed · top 10 shown.
- 3financial advisor
- 2adviser support
- 2financial administrator
- 1administrative aide
- 1bdm
- 1client communications
- 1commercial director
- 1financial planner
- 1general administrator
- 1head of wealth management
- +9more titles
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