Financial Team’s Ambitious Fundraising Plans. The team at Wiltshire-based financial advisers Dave Southby Financial Planning have adopted an ambitious 2025 fundraising plan to for four local charities.
Last year (2024) the team raised £5,800 for the Kelly Foundation. That charity supports adults in despair in the Swindon area. They then went on to win the Positive Business Award at the TBE Awards in late 2024. Now they’re going all out to support four charities during this year by raising up to £8,000.
Dave Southby, founder said: ‘When I started the business I always felt that I would want to give back to my community in Wiltshire and also to charities that mean something to me. Now my team has grown, we’ve adopted this as one of our purposes and we plan to up our game even more this year.’
2025
The year has started with a charity bang as Dave and his team have committed to raising funds for four charities, including continuing to support the Kelly Foundation.
‘This year we want to do even more and support even more community charities who are helping others. We will be raising money ourselves through various activities. We plan to continue to support the Kelly Foundation. And also the work of the local charity CALM (Children’s Cancer & Leukaemia Movement). We intend to donate £750 to the Swindon Toy Appeal for Christmas 2025. And another £750 to the eco project Avon Needs Trees. It’s planting permanent woodland at various sites across the South West, including in Chippenham.’
Fran Robinson is one of the volunteers who gives time to CALM. She said: ‘We’re thrilled Dave Southby Financial Planning has chosen us as one of their charities of the year. Seventeen volunteers run our committee. They’re all people affected by a child dealing with cancer.
Last year the company’s team event was to take part in the Race to the Stones event. And they will be doing the same in July 2025 walking or running up to 100km from Lewknor in Oxfordshire to Avebury in Wiltshire over a 24 hour period.
The team are also celebrating another major achievement as the firm made the shortlist for the title of Adviser Firm of the Year – South West & Wales at the 2025 Professional Adviser Awards.
March sees the announcement of the national winners.
Dave and his team work with individuals, families, and business owners across Swindon and Wiltshire. They help them manage their finances effectively and plan for the future. For more information visit https://www.davesouthbyfp.co.uk/
