Financial Planning Firm Rewarded for their supportive workplace.
The team at Southby & Co. Financial Planning, based in Wroughton, has received a ‘Highly Commended’ award in several categories in prestigious national awards. Awards that recognise financial services firms building strong and supportive working environments for their teams.
The Swindon firm found themselves named ‘Highly Commended’ in both the Women’s Equality Champion category and the Mental Health Advocacy category at the Workplace Excellence Awards 2026, run by FT Adviser.
These awards, now in their eighth year, highlight businesses across the UK. Businesses that are making a real effort in how they support their people. That’s from day to day culture through to wider inclusion and development.
Founder Dave Southby said ‘Being acknowledged for creating a workplace where people feel supported, valued, and empowered is something we’re so proud of. These recognitions reflect the culture we’ve worked hard to build and, above all, the fantastic people who make Southby & Co. what it is.’
About the awards
These awards, now in their eighth year, highlight businesses across the UK. Businesses that are making a real effort in how they support their people. That’s from day to day culture through to wider inclusion and development.
Founder Dave Southby said ‘Being acknowledged for creating a workplace where people feel supported, valued, and empowered is something we’re so proud of. These recognitions reflect the culture we’ve worked hard to build and, above all, the fantastic people who make Southby & Co. what it is.’
The awards recognise firms for what they are actually doing for their people, rather than what’s written in policies. Being awarded as ‘Highly Commended’ for the mental health advocacy award is an honour for the team.
‘When it comes to financial support and advice, putting mental health first is essential. And it starts within our team and out to our clients,’ said Dave.
‘Being recognised at the Workplace Excellence Awards for our efforts towards mental health awareness and support is fantastic and it fuels us to keep going.’
Getting this award in the Women’s Equality Champion category is particularly important to financial adviser, Jenny Ashfield.
Southby & Co. has built a small team working with clients across Swindon and North Wiltshire. As the business approaches its fifth anniversary and continues to grow, the team is six-strong and far from its early days of being a one-person operation.
Reflecting on this journey, Dave said: ‘Southby & Co. would be nothing without its hard-working team. I wanted to say a huge thank you to them for their continued commitment, care, and dedication every day.
‘This recognition belongs to you all’.
Southby & Co. works with individuals, families and business owners across Swindon and North Wiltshire. The firm helps them manage their finances and plan for the future.
For more information visit: https://www.southbyfp.co.uk/
