Reel PR: Dave Southby is doing the right thing for his clients and local community!

Описание: Lauren’s guest today is Dave Southby, the founder and managing director of Southby & Co Financial Planning.

Now in his fifth year of business having started in business alone, there are now a team of six. The team includes another financial advisor and an office manager, and having already moved offices to accommodate the team, they are now on the hunt for a larger home for the business as the team has grown yet again.

Since being joined by a team, Dave rebranded the business which reflects that it isn’t just him, so now the business is known as Southby & Co Financial Planning. He talks about how life has changed since the expansion.

Dave explains that the job of a financial advisor involves far more than most people imagine the role to include. He also dismisses the false belief that you have to be wealthy to work with a financial advisor.

Working and living in the area where he grew up, giving back to the community is something that is very important to Dave. The business has already won two business awards – the Positive Business Award at The Business Exchange Awards and the St James’s Place Responsible Business of Year Award. To be able to support local projects, and local charities is a huge passion of his.

Networking has always been something that Dave finds an important part of growing his business which is also part of his PR strategy. Now that he has a team around him, it means he has the luxury of sending other team members to events, so he can work on other things.

This year he aims to enter more awards, hopefully find a new office - the forever home for Southby & Co, and there are also new partnerships and ideas coming up – including something he’s keeping close to his chest for now!



To contact Dave:
Website: https://www.southbyfp.co.uk/
Instagram:   / southby.dave  

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