Southby and Co Financial Planning

I'm so pleased that I switched from my previous financial advisor to Dave and his team. Dave took the time to understand our unique situation and provided clear, thoughtful and practical financial advice while being consistently supportive and reassuring. I wouldn't hesitate to recommend Southby & Co. to anyone looking for high‑quality, professional wealth management and financial guidance.

I really couldn't recommend Southby and Co Financial Planning enough. Dave is a great listener and takes time to understand the needs and goals of his clients adapting to individual circumstances. I have just had my four year review with him and am more than happy with the support I have received. We are very lucky to have him in Wroughton and I have recommended him to others who have equally been delighted with his personable and professional approach. Thank you so much!

Me and my partner can’t recommend Southby & co. Financial planning enough. Dave and his team are all so incredible at what they do… they make things clear and explain everything in detail without making it complicated. No question is a silly one and they’ve helped us sort through a lot of our finances. They are very beneficial, don’t hesitate to use them. Thankyou to you all at Southby & co.

The support I received from Jenny at Southby & Co FP was amazing. To have a sounding board and know I can trust her as an advisor put my mind at ease. If it wasn't for her, I wouldn't be taking the steps to create a positive attitude and outlook on my finances. Thank you!

I had a lovely meeting with Jenny and my parents (both 90+). Jenny made my parents feel comfortable and assured them there was no pressure to make any financial decisions during the meeting which was fact gathering. Jenny gave my parents the advice they needed. Thank you Jenny for a very comfortable experience.

We recently had the pleasure of working with our local independent financial advisor, and the experience was genuinely outstanding from start to finish. He was incredibly helpful in guiding us through our options, taking the time to explain everything clearly, answering our questions and ensuring we felt confident in every decision we made. His professionalism, combined with a warm and approachable manner, made a lasting impression. We would highly recommend his services to anyone looking for trustworthy, knowledgeable, and genuinely supportive financial advice.

We came to Dave based on a recommendation after being disappointed with our last adviser. What a breath of fresh air, he asked questions we hadn’t even been asked before & he listened to everything we were looking for. Dave came back with a plan & went through it thoroughly & was not at all pushy. His advice was amazing & we are really happy with our plan & we can now relax about our future. Thanks again Dave