LOCAL FINANCIAL PLANNER CELEBRATES SHORTLIST FOR REGIONAL AWARDS, REBRANDING, AND NEW OFFICE.
Swindon-based financial planner Dave Southby, founder and CEO of the new rebranded Southby & Co. Financial Planning, is celebrating a series of significant milestones in early 2025.
Dave, a partner with St. James’ Place, specialises in helping individuals, families, and small business owners manage their wealth in an effective way. In particular in the Swindon and North Wiltshire areas.
Recognitions
Recognised for both business success and community impact, Dave found himself shortlisted for The SME of the Year at the South West Business and Community Awards. He’s also in the running for Male Entrepreneur of the Year.
These nominations follow Dave’s recent achievement of winning St. James’s Place (SJP) Responsible Business of the Year. Thus further cementig his reputation as a leader in responsible and community-focused business practices.
‘This is recognition for all the hard work the team and I put into supporting our local community and charity partners. We’re all so proud to feel seen as a leading business in this category. It was fantastic to be part of such a brilliant evening surrounded by so many successful partners.’
Not only but also …
Further to these prestigious accolades, the business has recently expanded into a new office space on the High Street in Wroughton. As the team continues to grow, this move places Southby & Co. at the heart of the community they’re dedicated to serving.
Dave said ‘We’re thrilled to finally share the news of our new office. Being on the High Street puts us right in the middle of the community we love to help. And this new space allows us to better support both our clients and our team.’
The firm has also undergone a major rebrand, transitioning from Dave Southby Financial Planning to Southby & Co. Financial Planning. This change reflects the company’s continued growth and its team-based approach to financial planning. But while still honouring the traditional values that underpin its success.
Dave explained that the name Southby & Co. better represents the company’s mission and modern approach, ensuring that clients receive expert, collaborative, and personalised financial advice.
With a new office, a new name and a growing list of accolades, Southby & Co. Financial Planning is set for an exciting year ahead. The company’s shortlisting for The SME of the Year at the Southwest Business and Community Awards is a testament to its dedication to:
- excellence
- responsible business practices
- and their unwavering commitment to the local community.
Winners of The South West Business and Community Awards will be announced at a celebration event on Wednesday 12th March 2025 at DoubleTree by Hilton Swindon, SN5 8UZ.
For more information about Dave Southby visit https://www.davesouthbyfp.co.uk
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