Specialist advice

Putting our clients firmly at the heart of everything we do enables us to run a genuinely client-focused business. We specialise in the following areas of advice:

Advice in retirement
Whatever your circumstances, knowing how to make the best financial plans for your future is hugely important.
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Business owners
We can help business owners, of any kind, to achieve their business, financial and lifestyle objectives.
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Financial wellbeing specialist
We all know that looking after your health is important. Financial wellbeing is no different, and specialist advice can help you towards your goals.
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Medical professionals
Specialist financial advice and tailored planning for NHS professionals, GPs and dentists.
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Dave Southby
Southby & Co Financial Planning Ltd
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Copyright St. James's Place © 2025