Local Financial Planner shortlisted for award

A Swindon based Financial Planner has been shortlisted for the prestigious Adviser Firm Of The Year award.

Dave Southby Financial Planning is celebrating another major achievement as the firm has been shortlisted for title of Adviser Firm of the Year – South West & Wales category at the 2025 Professional Adviser Awards.

Dave, 31, from Wroughton, founded his financial planning firm three years ago with a mission to help individuals, families, and small business owners manage their wealth effectively. With a commitment to integrity, client care, and the highest professional standards, Dave Southby Financial Planning has rapidly built a strong reputation in the region.

This nomination comes on the back of a highly successful year for Dave and his team. In October 2024, Dave Southby Financial Planning triumphed at the TBE Awards 2024, where they won the Positive Business Award. This award recognised the firm’s contributions not only to financial planning but also to the local community.

“We are absolutely thrilled and delighted to have been shortlisted for this prestigious award,” said Dave Southby, Founder of Dave Southby Financial Planning.

The Professional Adviser Awards 2025 are one of the most prestigious recognitions within the financial services sector. Celebrating their 20th anniversary in 2025, the awards highlight outstanding advice firms and professionals across the UK, showcasing their commitment to excellence, sustainable practices, and client engagement.

 Dave Southby Financial Planning’s nomination for Adviser Firm of the Year – South West & Wales places them in the company of the most respected financial planning businesses in the region.

“Being recognised as one of the top financial planning firms in the South West & Wales is incredibly humbling,” Dave said. “We’ve worked hard to build a business based on trust, expertise, and service, and we’re so proud of the impact we’re having on the lives of our clients.”

The Professional Adviser Awards bring together nearly 300 financial professionals, firms, and product providers to celebrate the successes of the past year. The event highlights the best practices in the industry and provides a platform to share ideas and insights on the future of financial planning.

Winners will be announced at a celebration event on March 19, 2025, at The Brewery in London.

Dave set up his financial planning business three years ago as a partner with St. James’s Place and is now growing his team. They work with individuals, families, and business owners across Swindon and North Wiltshire, helping them manage their finances effectively and plan for the future.

For more information visit https://www.davesouthbyfp.co.uk/