Dave Southby
DipPFS, Cert CII (MP & ER)
I'm a down-to-earth, friendly, pragmatic financial planner qualified to provide individuals, families, and businesses with a wide range of relevant, tailored practical financial advice and planning.
About
I understand that navigating the world of finances can be overwhelming. That's why I strive to build long-lasting relationships with my clients, getting to know their unique financial situations, goals, and aspirations over the short, medium, and long term. My approach to financial planning is straightforward and down-to-earth. I believe that everyone should have access to professional financial advice, delivered in a friendly and approachable way.
Before joining St. James's Place, I spent 12 years in the Motor Industry, where I gained valuable expertise in the sector's challenges and opportunities. Having enjoyed a successful career, I felt it was time to move to a client-focused role where I could make a difference in people’s lives. I started my Associate Partner Practice with St. James's Place in 2021.
When not working, I enjoy country walks with my fiancé and two dogs, playing Golf and practicing Brazilian Jiu Jitsu. I have a passion for cars and love spending time with friends and family.
Testimonials
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.
