Southby & Co. Financial Planning

31/10/2026

What's so scary about speaking to a financial Planner?

If the thought of talking about your finances feels a little daunting, you're not alone. Maybe you think you need to have lots of money, know exactly what you want to achieve or have everything figured out before you get in touch.

The reality? You don't.

Whether you're thinking about retirement, planning for your family's future or simply wanting to understand your options, having a conversation is a great place to start.

You don't have to wait for the perfect time to plan for your future. And there's certainly no need to be scared of asking questions.

This Halloween, don't let financial planning be the thing that frightens you!

30/10/2026

Chancellor John Healey’s Autumn Budget on Wednesday (28 October) contained few major surprises.

But that doesn’t mean changes are not ahead.

The government will be relying on measures announced in previous budgets to increase tax revenues and it’s worth investors being aware of what is coming down the line.

Chancellor John Healey’s Autumn Budget on Wednesday (28 October) contained few major surprises. But that doesn’t mean changes are not ahead. The government will be relying on measures announced in previous budgets to increase tax revenues and it’s worth investors being aware of what is coming ...

27/10/2026

Have you seen that episode one of The Planning Room is out now?

Visual PR Productions sat down with Dave to find out more about the story behind Southby & Co, how it all started and the journey that led him to where he is today.

And it’s fair to say, his career didn’t start quite where you might expect! From selling cars to becoming a financial planner, Dave’s journey has been an interesting one, and there’s plenty to learn along the way.

Fancy finding out more about Dave and the story behind Southby & Co?

Watch episode one now and take a look behind the scenes at how it all began.

Watch the full episode via the link http://www.youtube.com/watch?v=jg9AKsNb_00



Southby & Co Financial Planning Ltd 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 at www.sjp.co.uk/products.

SJP Approved 21/09/2026”

25/10/2026

Today is National Pension Tracing Day!

With an estimated £18.7 billion sitting in lost or forgotten pensions across the UK, it’s a great reminder to take a little time to check in on your retirement savings.

If you’ve changed jobs over the years, moved house or simply lost track of old pension paperwork, now is the perfect opportunity to start searching.

Here are three simple steps to get started:

Look back at previous jobs and employers.
Check old pension statements and paperwork.
Use the free government Pension Tracing Service to find pension provider contact details.

Finding an old pension could help you build a clearer picture of your finances and plan with greater confidence for the future.
At Southby & Co, we believe that understanding your finances today is an important step towards achieving your goals for tomorrow.

22/10/2026

Do you need to have everything organised before speaking to a financial planner? Not at all!

As Dave explains, you don’t need to have all the answers or your finances perfectly organised before having that first conversation.

Sometimes, knowing where to start is the hardest part, and that’s exactly where a financial planner can help.

It’s about understanding where you are now, what matters to you and what you want the future to look like.

20/10/2026

We were delighted to sponsor the Swindon Hockey Tournament on Sunday, bringing together so many local teams for a brilliant day of hockey.

It was great to see teams from North Wilts, Royal Wootton Bassett, Marlborough, Chippenham, Corsham and Devizes all competing and enjoying the day.

Supporting local sport and being part of our community is something we’re proud to do, so thank you to everyone who organised the tournament and to all the teams who made it such a great day.

Here’s to more days like this!

14/10/2026

We have some exciting news to share!

Southby & Co has been named a finalist in TWO categories at the TBE Awards 2026: Going the Extra Mile and Positive Business of the Year.

Both categories mean a great deal to us, recognising not just what we do, but how we do it. From going above and beyond for our clients to making a positive difference in our community, these are things we’re incredibly proud to be known for.

A huge thank you to everyone who supports us, works with us and is part of our journey. We’re looking forward to celebrating alongside some fantastic local businesses at the awards!

The Business Exchange South West

12/10/2026

The Planning Room – Episode One is here!

From Land Rover mechanic to Swindon financial planner… Dave’s journey into financial planning certainly wasn’t the route you might expect.

We’re excited to launch the very first episode in The Planning Room, created with Visual PR Productions, where Dave talks about his journey, what led him to financial planning and a little more about the person behind Southby & Co.

Episode one is out now, so why not grab a cuppa, click the link and take a look?

Watch it via the link below

🔗 http://www.youtube.com/watch?v=jg9AKsNb_00