Welcome to Southby & Co
Partners in your financial future - A local company offering Financial Advice around Swindon, Wiltshire & Beyond
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.
Our advice covers all areas of wealth management, including, Retirement Planning, Protection, Estate Planning, Savings, and Investment Planning. So, if you’re saving for your first home, planning for your retirement, want to ensure you have the right life insurance or income protection, building a family legacy or simply need someone to help you make sense of it all, you can rely on us for expert advice that will help get you on track towards your financial future.
What we do
We offer professional, clear financial advice that fits your specific lifestyle, needs and budget. We aim to help you protect what matters most and to provide that financial peace of mind.
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SJP Approved 05/08/2025
The 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 www.sjp.co.uk/products. The ‘St. James's Place Partnership’ and the titles ‘Partner’ and ‘Partner Practice’ are marketing terms used to describe St. James's Place representatives.
