Finance company supports local charities thanks to award win

By Jamie Hill - 13 May 2025

Business

Local Finance Company Southby & Co Financial Planning are supporting several Wiltshire charities thanks to a £5,000 gift which came from winning a prestigious industry award.

  • David Southby of  Southby Financial Planning Co, with Dawn Prosser of Swindon Night Shelter who has been gifted a donation to help improve the community garden

    David Southby of Southby Financial Planning Co, with Dawn Prosser of Swindon Night Shelter who has been gifted a donation to help improve the community garden

Recently, Southby & Co Financial Planning, based in Wroughton, near Swindon, won St. James’s Place (SJP) Responsible Business of the Year. This award is given to businesses that are supporting and caring for their clients and their environment, being responsible for the role their business plays in their relevant community.

With this award, came a £5,000 pot to be donated at the discretion of the winning company.

Dave Southby, founder of Southby & Co Financial Planning, said, “We wanted to distribute the money from our win to as many charities as possible. Our company is very community-focused and we have done many events to push certain charities into the limelight as our company grows.”

“We decided to support a range of charities that mean a lot to myself and the staff and support a specific project for their overall mission,” he continued. “We can’t wait to hand over that money and then see the impact it will have for the people who access them.”

The charities who will be beneficiaries of this ‘gift’ are:

  • The Kelly Foundation.
  • Swindon Night Shelter to cover costs of their new communal garden.
  • Avon Needs Trees to continue environmental work to new woodlands in the Southwest.
  • The Platform Project.
  • The Wiltshire Treehouse project.
  • Vision for Wroughton

 

Dave and the team plan to do more fundraising this year and this ‘win’ has already helped them to help more local good causes.

Swindon Night Shelter is just one of those charities which supports those who are homeless or vulnerably housed in the town.

Dawn Prosser, of Swindon Night Shelter, said: “We are so thrilled to receive this support from Dave and his team which makes such a difference. We’ve been able to purchase tons of compost for the garden and also put money towards a new green house for this particular project.”

Dave and his team work with individuals, families and business owners across Swindon and Wiltshire, helping them manage their finances effectively and plan for the future. To learn more about their work, visit: https://www.southbyfp.co.uk/

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