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Dave Southby Financial Planning
Swindon
Partners in your financial future - a local company offering local Financial Advice - we offer professional, straightforward financial advice that fits your specific lifestyle, needs & budget. We aim to help you protect the things that matter most & provide peace of mind for the long-term.
What we do - we work with individuals, families & businesses to provide tailored financial advice, whether you want to build, grow or protect your finances. We specialise in pensions & retirement planning, investments, inheritance tax & protection. Based in Swindon, Wiltshire, we help clients through a friendly, down-to-earth approach & provide long-term peace of mind based on your specific needs & budget.
So whether you're working towards a comfortable retirement, building a legacy for your family, looking for a portfolio of well managed assets or just need help making sense of your finances, you can rely on us for expert advice that will help get you on track towards your financial future.
The value of an investment with St. James's Place will be directly linked to the performance of the funds you select & the value can therefore go down as well as up. You may get back less than you invested. Read more
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Financial Advisers
- 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
Insurance Services
- 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
Investment Services
- 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
Business Advice
- 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
Pensions
- 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
Taxation Consultants
- 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
Wills and Probate
- 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
Mortgages
- 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