Dave Southby

At Southby & Co Financial Planning, we help and support individuals, families, and local businesses with all aspects of financial planning to ensure that their hard work is rewarded to its full potential. We understand that navigating through your finances can cause a lot of stress and anxiety, and everyone’s situation is different. This is why we believe in building long lasting relationships with our clients, allowing us to work together, to help ensure your finances are continually aligned with your goals and aspirations. Our aim is simple - to help you achieve your life goals and ambitions, through tailored advice and long-term relationships. My advice covers all areas of wealth management, including, retirement planning, wealth protection, savings, and investment planning. 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. An investment in equities does not provide the security of capital associated with a deposit account with a bank or building society. The levels and bases of taxation and reliefs from taxation can change at any time. The value of any tax relief depends on individual circumstances. This Partner/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 at www.sjp.co.uk/products. The ‘St. James’s Place Partnership’ and titles ‘Partner’ and ‘Partner Practice’ are marketing terms used to describe St. James’s Place representatives. SJP Approved xx/xx/xxxx