The Planning Room with Southby & Co
by Southby & Co Financial Planning
Conversations about life, money and what comes next, with Southby & Co Financial Planning.Hosted by Chris Dawes, The Planning Room brings you the team behind Southby & Co, the specialists they work alongside, real client stories, and the charities and community organisations they support across Swindon and Wiltshire.Clear answers, no jargon, and a bit more fun than you might expect from a financial planning channel.https://[email protected] 953800Southby & Co Financial Planning Ltd 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 at www.sjp.co.uk/products.
Episodes
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Wiltshire Treehouse, and a Summer of Fundraising | The Planning Room Ep 2
Wiltshire Treehouse supports bereaved children and young people across Swindon and Wiltshire. In this episode, Business Director Sarah Bear explains how that support actually works, and what it costs to deliver. Welcome to episode two of The Planning Room, conversations about life, money and what...
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From Land Rover Mechanic to Swindon Financial Planner | The Planning Room Ep 1
Meet Dave Southby, the financial planner behind Southby & Co Financial Planning in Wroughton, Swindon, and hear how a Land Rover apprentice ended up building a financial planning practice rooted in its local Wiltshire community. Welcome to the first episode of The Planning Room, conversations…
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About this show
Conversations about life, money and what comes next, with Southby & Co Financial Planning.Hosted by Chris Dawes, The Planning Room brings you the team behind Southby & Co, the specialists they work alongside, real client stories, and the charities and community organisations they support across Swindon and Wiltshire.Clear answers, no jargon, and a bit more fun than you might expect from a financial planning channel.https://[email protected] 953800Southby & Co Financial Planning Ltd 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 at www.sjp.co.uk/products.
Hosted by
Southby & Co Financial Planning