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Monday 9am - 5:30am Tuesday 9am - 5:30pm Wednesday 9am - 5:30pm Thursday 9am - 5:30pm Friday 9am - 5:30pm

Southby & Co. Financial Planning

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Southby & Co. Financial Planning

We help and support individuals, families, and local businesses with all aspects of financial planning

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

10/10/2026

Southby & Co is celebrating 5 years!

Five years ago, our founder Dave took the first steps towards building his own business, starting Dave Southby Financial Planning from his spare bedroom with no clients, but a clear vision of making a difference.

Today, we’re proud to have grown into Southby & Co Financial Planning, with a fantastic team, hundreds of clients supported, multiple awards won and a strong commitment to giving back to our local community. Reaching this milestone gives us the opportunity to reflect on how far we’ve come and thank everyone who has been part of our journey.

To our incredible team, our families, and the local businesses and community groups who have supported us along the way, thank you! But most importantly, to our clients, thank you for putting your trust in us. It’s a privilege to help you plan for the things that matter most.

We’re excited about what lies ahead and have plenty of plans for the future. We look forward to sharing the next chapter with you. Here’s to the next five years!

And a special thank you to Lianne Southby for creating another fantastic cake to help us celebrate 🙌🏻

.dave

08/10/2026

I thought owning your own business meant freedom …. Not when the social media team turn up 😆

07/10/2026

We’re excited to be exhibiting at The Care Show Swindon this Saturday!

Come and meet the Southby & Co team at New College Swindon, where we’ll be joining care professionals, local businesses, suppliers and wellbeing providers for a day focused on connection, advice and practical support.

The Care Show brings together the people and organisations helping to shape better care across Swindon, Wiltshire and beyond and we’re looking forward to being part of those conversations.

📅 Saturday 10 October From 9:30am 📍 New College Swindon Free entry

If you’re attending, make sure you come and say hello to the Southby & Co team, we’d love to meet you!

The Care Show New College Swindon

05/10/2026

We’re delighted to introduce our newest sponsorship with Pewsey Vale Youth Football Club U10 Wildcatz!

Recently, Jenny had the pleasure of presenting the girls with their brand new sponsored kit.

Jenny said:
“ I had such a lovely time with the girls. They were so excited and completely over the moon with their new kit. Honestly, I’ve never seen a bunch of young girls so appreciative!”
It was fantastic to see their excitement and we’re so pleased to be supporting such a brilliant local team.

We can’t wait to follow the Wildcatz’ season and cheer them on from the sidelines. Good luck, girls!

Pewsey Vale Youth Football Club

Address

23 High Street, Wroughton
Swindon
SN49JX

Opening Hours

Monday	9am - 5:30am
Tuesday	9am - 5:30pm
Wednesday	9am - 5:30pm
Thursday	9am - 5:30pm
Friday	9am - 5:30pm

Website

http://www.southbyfp.co.uk/

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