arrow_back_ios Back View more articles
Southby & Co Financial Planning has continued its charity tour across Wiltshire, presenting the first of several donations from a £5,000 award pot they received earlier this year.

Southby & Co continue charity tour with cheque donations

Southby & Co Financial Planning has continued its charity tour across Wiltshire, presenting the first of several donations from a £5,000 award pot they received earlier this year.

In the latest leg of the Wroughton firm’s giving journey, company founder Dave Southby and his team presented £1,500 to The Kelly Foundation and £750 to Wiltshire Treehouse – two local charities close to their hearts.

The donations come as part of Southby & Co‘s win of the St. James’s Place Responsible Business of the Year award, which recognised their strong community focus and responsible business practices. The £5,000 prize was gifted to the company to distribute to causes of their choosing, and Dave’s team knew exactly where to start.

“It’s honestly one of the most rewarding things I’ve done, handing over those cheques in person and seeing the passion these charities bring to our community,” said Dave.

“We’re excited to continue our little tour of giving. Every visit just reinforces how much of a difference even a small donation can make.”

The Kelly Foundation, Southby & Co’s Charity of the Year in 2024, offers critical mental health support for adults in the Swindon area. Their services include advocacy, life coaching, and counselling for those facing emotional and psychological challenges.

Wiltshire Treehouse provides specialist bereavement support for children and young people across the region. Their team works to ensure that no young person has to navigate grief without the tools, support, and compassion they need.

Both organisations have expressed heartfelt thanks to Dave and his team for their ongoing support.

These donations are part of a wider giving initiative from Southby & Co. Other recipients of the fund include Swindon Night Shelter, The Platform Project, Avon Needs Trees, Vision for Wroughton, and CALM – a local charity supporting families affected by childhood cancer.

This summer, Dave and the team are also preparing to walk 24 miles from Bath to Devizes in support of CALM, with Dave wearing a tortoise costume in honour of the charity’s logo.

“This walk is going to be a real challenge, but it’s nothing compared to what some families are facing when their child is going through cancer treatment,” said Dave. “If pulling on a tortoise costume and trekking 24 miles helps raise awareness and funds, then I’m more than happy to do it, blisters and all!”

Award nomination for financial advisers’ apprentice

Read more

26.02.2026

Award-winning financial advisers announce Charity of the Year

Read more

19.01.2026

Financial planners donate £500 of toys to appeal

Read more

01.12.2025

New adviser joins financial planning firm

Read more

04.11.2025

What taxes do business owners need to pay? – Southby & Co

Read more

21.05.2025

Financial adviser wins ‘caring’ business award – gives cash prize to charities

Read more

12.05.2025

Business Biscuit
Privacy Overview

This website uses cookies so that we can provide you with the best user experience possible. Cookie information is stored in your browser and performs functions such as recognising you when you return to our website and helping our team to understand which sections of the website you find most interesting and useful.