Southby and Co Financial Planning - Swindon

Maz S.

Working with Dave and his colleagues at Southby & Co Financial Planning, has is a genuinely positive experience. Dave took the time to understand my financial goals and provided clear, practical guidance without overcomplicating things giving me time to digest the information with no pressure and less stressful during our initial meetings. His advice is always personalised to my needs, not just generic recommendations

They are reliable, easy to communicate with, and quick to respond whenever anything came up with any questions or queries I have had . I’ve felt supported and well-informed throughout the process of setting up my investments.

I feel comfortable that my finances are in good hands with Dave and his colleagues.

If you're looking for financial advice that is specific to you and easy to act on, I’d definitely recommend Southby & Co. Financial Planning.

Lisa R.

I recently had the opportunity to meet with Dave regarding my mother’s financial affairs, and I am deeply grateful for his support. He was exceptionally knowledgeable and took the time to explain everything clearly and thoroughly, making complex matters easy to understand. His professionalism, kindness, and patience were truly appreciated. I could not have asked for a more helpful or considerate advisor.

Paul R.

Dave has been great from the first time we met and we are continuing our journey.
We found ourselves at a crossroads with our finances and wanted some advice.
Not only have we had great advice on our pensions, savings and future planning but Dave was also able to recommend companies who deal with Wills and mortgages. All his recommendations have been amazing.
Dave is not only knowledgeable but also someone who is approachable and has a caring characteristic but makes you feel at ease and no stone is left unturned. Regular updates and very professional.
Well recommended and will continue our journey for financial planning

Tom

My wife and I had a fantastic experience with Dave. He took the time to understand our financial situation and gave us real peace of mind, particularly about our pension He also gave us some great guidance on protection and tax efficiency which was incredibly valuable, and we now feel much more confident about our future. He was friendly, communicative, and genuinely a pleasure to deal with. Really glad we reached out and would highly recommend his services to anyone looking for financial guidance.

Pat H.

I'm very glad that Southby and Co are managing my finances. Dave Southby really knows what he's talking about, and he will always go the extra mile. He's easy to reach on the phone or email, which is GREAT, and I also appreciate our very useful face-to-face-meetings. The main thing is - I trust him implicitly, and feel he always has my best interests at heart. Something you really need in a Financial Adviser.

Julie K.

Dave and his team are friendly, well organised, and above all clear on options. Dave is happy to answer as many questions as you may have and follows up in a timely and professional manner. Pleased to have Dave and his team guiding my financial planning for retirement!.

Isidro S.

Dave is an incredible financial adviser, down to earth, approachable, and genuinely invested in our success.

His advice has been not only practical but also insightful, offering perspectives we would have never considered on our own. He takes the time to explain things clearly, making complex financial decisions feel manageable.

Thanks to his guidance, we feel much more confident about our financial future. Highly recommended!

Geraldine F.

I have been very pleased with the advice I have been given and feel at ease asking questions if I don't understand. The explanations I have been given to date have been simple, and Dave has repeated things in a different way when I haven't grasped something. I have been given options for investments which is important to me.