Dave Southby | Dave Southby Financial Planning | Future Proofing Your Investments

Welcome to another episode of Beyond Four Walls, I am your host Jodie Fraser and today I have the pleasure of talking to Dave Southby.  

Dave is a renowned figure in the field of financial planning, with a career marked by dedication, expertise, and a commitment to helping clients achieve their financial goals. 

As the founder of Dave Southby Financial Planning, he brings a wealth of knowledge and experience to the table, having spent years navigating the complexities of personal finance and investment strategies. Dave's approach is not just about numbers; it's about understanding the unique needs of each client, ensuring they feel supported every step of the way.

In addition to his professional achievements, Dave is a family man who balances his career with the joys and responsibilities of family life following the arrival of his baby boy just a few months ago. 

His insights into the financial world are broadened by his personal experiences and values, making him a relatable and trusted advisor.

Recently, Dave was honoured with a prestigious award, recognising his contributions and excellence in the field of financial planning. His thoughts on issues like leasehold mortgages are both insightful and forward-thinking, offering valuable perspectives in an ever-evolving market.

https://www.linkedin.com/in/dave-southby-dippfs-291525188?utm_source=share&utm_campaign=share_via&utm_content=profile&utm_medium=ios_app

Thank you so much for listening to Beyond Four Walls. If you’ve been inspired by today’s conversation and you’d like to share your own story, I’d love to hear from you. You can reach me directly at jodie@jodiefraser.com if you’d like to be a guest on the podcast.

I’d also like to say a special thank you to my podcast producer, Shirley Ludford, at Swindon 105.5 – Swindon’s award-winning community radio station. It’s run by an incredible team of volunteers who are passionate about giving a voice to the local community. You can find out more about the station at www.swindon1055.co.uk

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