Dave Southby Financial Planning - Swindon

Karen Clifford

We’ve had a fantastic experience working with Dave Southby and his team. From day one, Dave exceeded our expectations with his expert financial advice, providing us with clear and well-tailored options for managing our finances and retirement plans. His guidance on pensions was invaluable, and what stood out was how simple and straightforward he made everything feel - no complicated jargon, just honest and reliable advice.

Dave and his team are professional, approachable and more than anything reliable, and made us feel confident in every decision we made. We couldn’t be happier with the service provided and would highly recommend Dave and his team to anyone looking for a trustworthy and dedicated Financial Planner. Thank you, Dave, and team for all your hard work!

Zoe V

From the very first meeting, Dave took the time to understand our financial goals and tailored a personalised plan that met our needs. Dave’s expertise and clear communication made complex financial concepts easy to understand.

What we appreciated most was Dave’s genuine interest in our long-term financial well-being, not just short-term gains. Dave and his team are always available to answer questions.

We highly recommend Dave to anyone looking for a knowledgeable, trustworthy and client-focused financial planner. He is also a genuinely lovely guy!

Anthony Matthias

I have been a client of Dave Southby FP for last couple of years. I had a few issues that I had been putting off and Dave went above and beyond, providing solutions even if not directly within his control. I would thoroughly recommend Dave's services if you were looking for support, guidance and professional advice with your wealth management. Tony Matthias.

Paul Norman

I would 100% recommend Dave Southby for advice and guidance across anything financial, in particular pension options.

Dave:

• Is very accommodating when and where to meet up.
• Fully explains all pension options, and what would work and what doesn't. More importantly Dave ensured I fully understood all options and answered any questions I had.
• Does not apply any pressure on changing pensions.

Bernie Marolia

I contacted Dave earlier this year for some assistance in sorting out my pensions and to establish a financial plan that fits with my lifestyle. I have found him to be extremely proactive, professional and engaging. I have been impressed with the in-depth knowledge and sound advice he offers. He has made a difficult and potentially, protracted task, very straightforward and swift. He is an all round good guy and I wouldn’t hesitate to recommend him.

Lauren Flannigan

Dave came to visit us at home twice, he is clearly very knowledgable in his field and aside from that is very personable and easy to talk to. It was great to get his perspective on where we are at with our financial situation currently and where we stand to be at (early) retirement age. He took time to listen to what we would like our futures to look like and then came back to us with a plan of how we can get there and what later life could look like for us. It is so easy to make plans that turn into dreams if steps aren’t made to put them into action. Talking to Dave has given us the information needed to move forward with our plans with a model on how to do this also. 5 stars from us for a top class financial advisor.

Sam Zebedee

I've known Dave for a few years now. He was the obvious choice to speak to when I needed some financial advice. He is friendly and approachable, and always willing to help. We are still at the beginning of the financial plans that Dave has helped with but I have every confidence that he will get us to where we want to be. We will have everything simplified and much easier to manage. I look forward to a long future working together, and I'm looking forward to my early retirement. Thank you Dave for making it all so much easier to understand and doing it with a smile.

Barbara Leatham

We couldn't be happier with the service Dave gave us. Our first initial chat was over video, and we quickly realised that we wanted to talk in more detail after just a few quick suggestions from Dave.
Our second meeting was in person and Dave kindly came to us, a good hour away. After going through our initial worries and questions, Dave put together a comprehensive plan, some things for us to do and other aspects for him.
We are at the start of our journey, and we are already thinking that we are in safe hands, with someone who understands we aren't flush with finances, and is giving us the same top service as someone who might be more affluent.

We had been talking for ages about needing advice on our finances, I'm not quite sure why we kept putting it off, but after meeting Dave for just a few minutes I had no hesitation engaging his services.

I’m already speaking to the kids about planning a pension and we will be recommending they work with Dave Southby when they do.