Finance Company Supports Charities. Local Finance company Southby & Co Financial Planning are supporting several Wiltshire charities. That’s all thanks to a £5,000 gift which came from winning a prestigious industry award.
Recently, Southby & Co Financial Planning, based in Wroughton, near Swindon, won St. James’s Place (SJP) Responsible Business of the Year. St James’ place gives the award to businesses that are supporting and caring for their clients and their environment. And being responsible for the role their business plays in their relevant community.
With this award, came a £5,000 pot for the winners to donate at their discretion.

Dave Southby, founder of Southby & Co Financial Planning, said, ‘We wanted to distribute the money from our win to as many charities as possible. Our company is community-focused. And we have done many events to push certain charities into the limelight as our company grows.’
We decided to support a range of charities that mean a lot to myself and the staff. And to support a specific project for their overall mission,’ he continued. ‘We can’t wait to hand over that money and then see the impact it will have for the people who access them.’
The recipients
The charities who will be beneficiaries of this ‘gift’ are:
- The Kelly Foundation
- Swindon Night Shelter to cover costs of their new communal garden.
- Avon Needs Trees – to continue environmental work to new woodlands in the Southwest.
- The Platform Project
- The Wiltshire Treehouse project
- Vision for Wroughton
Dave and the team plan to do more fundraising this year. And this win has already helped them to help more local good causes.
Swindon Night Shelter is one of those charities. It supports those who are homeless or in vulnerable housing in the town.
Dawn Prosser, of Swindon Night Shelter, said: ‘We’re so thrilled to receive this support from Dave and his team. It makes such a difference. We’ve been able to buy tons of compost for the garden and also put money towards a new green house for this particular project.’
Dave and his team work with individuals, families and business owners across Swindon and Wiltshire, helping them manage their finances effectively and plan for the future.
To learn more about their work, visit: https://www.southbyfp.co.uk/