Dave Southby Financial Planning

Representative: Dave Southby

What is Dave Southby Financial Planning?

A business run by Swindon-based Dave Southby, and backed by St James’ Place, which helps and supports individuals, families, and local businesses with all aspects of financial planning. Able to operate across the UK, Dave can support his clients with retirement, investment, tax planning as well as setting up trusts, relative to personal circumstances.


There are many different types of business referral groups in Swindon, offering a variety of opportunities at different times of the day. How do you know which one is right for you? Well you don’t, you’ve just got to try them out and see which one you feel you have a good rapport with, have the same values as and that will provide the right level of support and growth for your business.

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