Testimonials
Read some of the feedback received from clients.Dave Southby was a perfect fit with my future financial planning. He looked into every detail to create an holistic approach and advised on even the little details. I felt he really got to know me and my family to tailor future decisions accordingly.
For the first time, I understand what my retirement looks like!
I am sure I'm not the only one with multiple pension schemes.
What Dave has managed to do; is move, consolidate, find the value, and give us a very clear understanding of what we can expect when we retire.
We're ...
Dave is super helpful, coming from someone who has little knowledge of financial planning. Can recommend him to anyone who is looking to plan for their future.
Our experience with Dave has been extremely positive. He provides a bespoke, professional service and really takes the time to deconstruct complex financial products during our 1:1 meetings at our home.
The advice he offers has given us reassurance that our financial future is in good hand...
Dave recently helped consolidate all my different pensions and invest them in a better way. He was extremely knowledgeable and made the entire process so simple. I’d 100% recommend him to anyone who needs help and advice with their finances.
