Partners in your financial future - A local company offering local Financial Advice

We offer professional, straightforward financial advice that fits your specific lifestyle, needs and budget. We aim to help you protect the things that matter most and provide peace of mind for the long term.

What we do

We work with individuals, families and businesses to provide tailored financial advice, whether you want to build, grow or protect your finances. We specialise in Pensions & Retirement Planning, Investments, Inheritance Tax and Protection. Based in Swindon, Wiltshire, we help clients through a friendly, down-to-earth approach and provide long term peace of mind based on your specific needs and budget.

So whether you're working towards a comfortable retirement; building a legacy for your family, looking for a portfolio of well managed assets or just need help making sense of your finances, you can rely on us for expert advice that will help get you on track towards your financial future.

The value of an investment with St. James's Place will be directly linked to the performance of the funds you select and the value can therefore go down as well as up.  You may get back less than you invested.

 


Promotions

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Testimonials

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Dave Southby was a perfect fit with my future financial planning. He looked into every detail to create an holistic approach and advised on even the little details. I felt he really got to know me and my family to tailor future decisions accordingly.

 

Private Client

SJP Approved 05/09/2023

The Partner Practice is an Appointed Representative of and represents only St. James's Place Wealth Management plc (which is authorised and regulated by the Financial Conduct Authority) for the purpose of advising solely on the Group’s wealth management products and services, more details of which are set out on the Group’s website www.sjp.co.uk/products. The ‘St. James's Place Partnership’ and the titles ‘Partner’ and ‘Partner Practice’ are marketing terms used to describe St. James's Place representatives.

Dave Southby Financial Planning Ltd is registered in England and Wales, Number 14772205. Registered Office: 214 Watermoor Point, Watermoor Road, Cirencester, Gloucestershire, GL7 1LF.