Dave Southby of Dave Southby Financial Planning shares his business love story!

Dave Southby, of Dave Southby Financial Planning, is based in Swindon 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. Here he shares his business love story!

With Valentine’s Day coming up and on the topic of love, I thought about what I loved the most about what I do. For me that’s a very difficult question because there are so many elements of my business & my profession that I love but the thing I love most of all is seeing the impact of my advice on my clients lives.

Recently, I was sat with a client and like most, they had been very good at accumulating their wealth over the years, but with retirement coming up, were unsure what all the provisions meant and what to do with it. After reviewing their position and going through a cashflow forecast, we came up with a plan which would allow the client to retire 2 years earlier than expected.

They burst into tears and said I had given them 2 years of their life back. Obviously, all client outcomes are different depending on their circumstances, but the feeling for me is always the same. It’s a privilege to be invited into my clients lives and have the opportunity to make a difference.

Another element I love is being involved in the local community and giving back to charity. I run a free drop-in session once a quarter in Wroughton, as well as sponsoring Wroughton Youth Football to give back to the local area. I am also planning several events and challenges for my chosen 2023 charity – Mind Swindon & Gloucester. I love that I have the opportunity to support such causes.

As a business owner, I also love the Swindon business community as everyone has been incredible supporting me to grow and help me establish my business. I love being able to meet with other local businesses and as part of that, I now play a key role in the networking groups Business Wise Swindon and Aspire Swindon.

On reflection I love every element of what I do, not only making a real difference to my client’s lives but also playing a positive role in the community and giving back to causes that need support. I feel incredibly lucky.

Find out more about Dave and how he can help you by heading to https://partnership.sjp.co.uk/partner/davesouthby