Reviews of Dave Southby Financial Planning. (Financial Consultant) in Swindon (Wiltshire).

Dave Southby Financial Planning

17 Reviews

10 Comments

Financial Consultant

Financial planner

19 Perry's Ln, Wroughton, Swindon SN4 9AX, United Kingdom

Description

Information of Dave Southby Financial Planning, Financial Consultant in Swindon (Wiltshire)

On this page you’ll find the address, open hours, more popular times, the contact, photos and real reviews of this business.

This business has received very good reviews from their customers, so probably it’s a place you should try if you are looking for this kind of services.

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Open hours of Dave Southby Financial Planning

Reviews of Dave Southby Financial Planning

C. S.

Dave has been brilliant at helping me sort out my finances recently. He explain everything in a clear yet detailed way. He is a totally professional & friendly person. I would certainly recommend him to anyone for financial advice. Thank you Dave.

L. F.

Dave was so easy to deal with, and everything was communicated in a way it was easy to understand and help me make decisions. Dave was always available, and fitted around our diary, and was not pushy and left us time to review the information we had and make decisions. Great service and would recommend Dave to anyone.

C. F.

I have known Dave for a number of years and besides being a very genuine and likeable young gentleman he is excellent at his job. Dave is knowledgeable about all areas of personal finance, he explains in simple terms so that what sometimes …

Z. W.

Dave provided me and my partner with a private pension and life insurance. He is very knowledgeable and explained everything very clearly, we felt we can trust him with our investments. Dave was extremely accommodating when meeting us as well as chasing up the insurance providers so we didn’t have to lift a finger, it made the whole process very quick and easy. Thank you very much

I. N.

Our experience with Dave has been extremely positive. He provides a bespoke, professional service and really takes the time to deconstruct complex financial products during our 1:1 meetings at our home. The advice he offers has given us reassurance that our financial future is in good hands.

a. n.

Dave recently helped consolidate all my different pensions and invest them in a better way. He was extremely knowledgeable and made the entire process so simple. I’d 100% recommend him to anyone who needs help and advice with their finances.

D. C.

I recently meet Dave and soon recongnised that he was the person that I'd been looking for to help me better understand my financial needs and planning for the future. He take the time to understand what I wanted to do, went through anything in detail and discussed the options in order to decide the best way forward. I have no hesitation in recommending Dave to anyone looking for help, advise and guidance with any financial planning.

K.

I thought I was up to date with my financial plans however, it was only after sitting with Dave it was apparent that I could do so much more. Dave was able to give me and my family genuine sound advise for the present and the future. The service was excellent, non confontational and genuinely fun and interesting. I would highly recommend Dave Southby Financial Planning to anyone who is serious about protecting, looking after and growing their wealth. Thank you Dave for the advice and guidance and I look forward to dealing with you in the years to come.

D. P.

David make the pension world more simple to understand and has provides information on how to make our business more tax efficient.

P. R.

Dave Southby was a perfect fit with my future financial planning. He looked into every detail to create an holistic approach and advised on even the little details. I felt he really got to know me and my family to tailor future decisions accordingly.

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