Southby & Co. Financial Planning

Today marks one year of Deanna being part of the Southby & Co team!

Deanna is our Practice Manager, Deanna plays a huge role in keeping everything running smoothly behind the scenes. From managing the day to day administrative and financial tasks, to producing client facing documentation and managing communications with clients and providers, there’s a lot that goes into keeping the practice moving! And Deanna is at the heart of it.

Her organisation, support and attention to detail make a real difference to both our team and our clients.

So today, we’re celebrating Deanna and everything she has brought to Southby & Co over the past year. Happy 1st anniversary, Deanna, thank you for all that you do!

TODAY’S THE DAY!

Team Southby & Co. are taking on the challenge , a huge 26-mile charity walk from Stonehenge to Avebury!

Months of training, plenty of miles and no doubt a few tired legs have all led to this moment. We’re incredibly proud for taking on such a challenge and raising money for a cause that means so much to us.

And a huge good luck to everyone else taking on the challenge today!

Our reason for taking on the challenge? Raising money for the incredible Wiltshire Treehouse, supporting children, young people and families through bereavement.

If you would like to support us, please find this link: https://bit.ly/4g5T8xe

Let’s do this, Team Southby & Co.!

Thank you to the Swindon Advertiser for sharing our half marathon story!

Just over 3 weeks to go🏃‍♂️

Financial advisers to run Swindon Half Marathon for children's bereavement charity Financial advisers are lacing up their trainers for a half marathon to support a children’s bereavement charity

Not long to go now until the big challenges, and the training is definitely ramping up!

A huge thank you to everyone who has sponsored us so far. Every donation, no matter how big or small, is hugely appreciated and will help support Wiltshire Treehouse and the incredible work they do.

If you would like to help us reach our fundraising goal. You can sponsor via the link here:

https://www.peoplesfundraising.com/fundraising/southby-co-s-summer-of-fundraising

Thank you for all your support!

A huge thank you to Nickel Design, our 9th sponsor for our charity walk & Half Marathon!

We’re incredibly grateful for their support and for helping us get another step closer to our fundraising goal.

Having local businesses like Nickel Design behind us makes such a difference, and we really appreciate their generosity and support for our charity challenge.

Thank you, Mike & Nickel Design! Nickel Design

A huge thank you to Scott Media, our 8th sponsor for our charity walk!

We’re so grateful to Fiona for supporting our fundraising challenge and helping us get another step closer to our goal.

It’s fantastic to have local businesses like Scott Media getting behind the walk and helping us spread the word.

Thank you, Fiona, for your support! Fiona Scott

It’s been a real pleasure to have James Kyeremeh from the University of Warwick join us in the office as Intern this Summer.

James is currently studying Economics and has made some brilliant contributions during his time with the team.

At Southby & Co, we believe in the importance of offering work experience opportunities to students. It’s not only a chance for students to gain valuable insight into the working world and put their academic learning into practice, but also an opportunity for our team to learn from fresh perspectives, share knowledge and grow together.

James has been a fantastic addition to the office, and we’ve really valued his enthusiasm and ideas.

Thank you for spending time with us, James - we wish you every success with your studies at Warwick and with everything that comes next!

Where there’s a Will, there’s a say....

Have you ever thought about what would happen to your money, property and other assets if you weren’t here?

A Will gives you a say in what happens to the things you’ve worked hard for and can help make things clearer for the people you leave behind.

Our latest carousel highlights some important things to consider, from unmarried couples and blended families to property ownership and making sure your Will reflects your wishes.

It’s something we often put off, but having the right plans in place can make a real difference.

Take a look through and, if it raises questions for you, speak to your financial planner or appropriate legal adviser.

A huge thank you to JL Mindset Performance, our 7th sponsor for our charity walk & Half Marathon!

We’re incredibly grateful for John’s support and for helping us get another step closer to our fundraising goal.

JL Mindset Performance helps individuals, teams and businesses reach their full potential through mindset, personal and professional development, sporting mindset coaching and mental health training.

Thank you for getting behind our walk and supporting us! JL mindset performance