Southby & Co. Financial Planning was founded in 2021 to challenge the perception of financial advisers and to offer the kind of honest, professional, and straightforward financial advice we’d want for ourselves and our loved ones.

We’re a close-knit, caring, professional local team based in Wroughton, Wiltshire. We’re fully supportive of our clients, truly listening to your needs and understanding your goals.

Giving back to our community is a core value for us, something that sets us apart in our industry. Many people choose to work with us because we’re approachable, relatable, and genuinely care about those we look after.

Alongside our community ethos, we are an SJP Associate Partner Practice, meeting rigorous professional standards to give you confidence and peace of mind that we know what we’re talking about.

We are proud to be multi-award winners** within the financial industry.

Located in Wiltshire, we offer bespoke advice and support to individuals, families and businesses.

Our areas of expertise include:

• Retirement Planning
• Saving & Investment Planning
• Tax & Estate Planning
• Corporate Investment and Protection Planning
• Personal Protection
• Long-Term Care*
• Financial Wellbeing

Whether you're seeking financial planning for yourself, your family, or your business, we can help. Contact us for a no-obligation financial review or chat and let us help you achieve your financial goals.

*This may involve a referral to Karehero, a care navigator and matching service provider, whose services are separate and distinct to those offered by St. James's Place.

**Finalists in Professional Adviser Awards 2025 and 2026, TBE Awards 2025, Charity Champion of the Year 2025 and Licensed Integrity Wealth Model 2026.