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Dave Southby Financial Planning
Partners in your financial future
Dave Southby Financial Planning is a local company offering local financial advice both personal and corporate.
The Swindon-based company helps provide financial peace of mind with a friendly, down-to-earth approach to protect the things that matter.
Dave Southby’s specialised corporate team supports company directors with the increasing financial complexity of a successful business. This includes pension obligations, insurance risk-protection, shareholding opportunities, tax mitigation, corporate benefit plan and exit strategy.
Pictured: Dave Southby and Neil Sawyer
Rapid financial growth
Dave set up Dave Southby Financial Planning in 2021 after deciding it was time for a career change. Studying for his financial planning exams during lockdown, he went on to establish his company and was clear he wanted it to be a force for good in the local area.
The business turned over more than £80,000 in its first year of trading, is now a partner with St James Place and a local employer, with Dave having keen ambitions for rapid growth.
Pictured: Dave Southby with the Wroughton Witches girls football team
Social purpose and sustainability
In 2024 Dave Southby was named Positive Business of the Year for supporting charities and community projects in his home area, including woodlands charity Avon Needs Trees.
Also in 2024 the team raised £5,000 for the Kelly Foundation in Swindon and in 2025 Dave Southby supports local charity CALM which helps families with a child with cancer or leukaemia.
More information
For more information about personal or corporate financial planning and wealth management, ring 01793 953800 or visit davesouthbyfp.co.uk
Financial advisers hope to raise £8,000 for charity in 2025
Read more20.01.2025
Financial planning in the post-Budget landscape – Dave Southby
Read more15.01.2025
Swindon financial planner shortlisted for prestigious Professional Adviser award
Read more06.12.2024
Swindon financial adviser wins Positive Business Award for commitment to community
Read more21.10.2024
Swindon financial advisor shortlisted for two business awards
Read more09.10.2024
Long-term financial decisions can help business owners weather the Budget and beyond – Dave Southby Financial Planning
Read more25.09.2024
Financial planner takes on 100km Thames Path walk for charity
Read more27.08.2024
Financial adviser pledges to raise £2,500 for mental health charity
Read more09.04.2024