Dave Southby

Award-Winning Financial Advisor & Community Impact Leader

Introduction:

Dave Southby exemplifies the transformative power of authentic client relationships in financial services. As a top-rated advisor recognised by The Sunday Times, he brings a uniquely grounded perspective to wealth management, shaped by his journey from mechanic to award-winning financial specialist. His recent recognition with the 2024 Positive Business Award highlights his commitment to combining professional excellence with community impact. 

Expertise & Impact:

As an Associate Partner Practice of St. James’s Place Wealth Management, Dave specialises in making complex financial concepts accessible and actionable. His approach combines technical expertise with genuine empathy, helping clients navigate their financial journey with confidence. His recent Thames Path 100km charity walk, raising over £2,800 for mental health resources, demonstrates his commitment to creating value beyond traditional financial services.

Speaking Style:

Dave delivers engaging presentations that demystify financial concepts through real-world examples and practical insights. His authentic, down-to-earth approach resonates particularly well with audiences seeking to understand complex financial topics in accessible terms.

Signature Topics:

  • Personal Financial Journey: From mechanics to award-winning financial advisor
  • Strategic Budgeting: Building sustainable financial foundations
  • Young Entrepreneurship: Starting and scaling businesses in your 20s
  • Sustainable Business Practices: Creating lasting impact in micro-businesses
  • Network Building: Leveraging relationships for business growth
  • Community Impact: Combining business success with social responsibility

Career Highlights:

  • Winner of the 2024 Positive Business Award
  • Top-rated advisor recognition from The Sunday Times
  • Successful transition from a 12-year motor trade career to financial services
  • Established thriving St. James’s Place Associate Partner Practice
  • Led significant community fundraising initiatives
  • Regular speaker on financial planning and business development

Areas of Expertise:

  • Retirement Planning
  • Investment Strategy
  • Tax & Estate Planning
  • Corporate Investment
  • Protection Planning
  • Long-Term Care Solutions

Perfect For:

  • Financial Services Conferences
  • Business Start-up Events
  • Corporate Training Sessions
  • Community Leadership Forums
  • Professional Development Workshops
  • Networking Events

Key Message:

“Financial success isn’t just about numbers – it’s about building lasting relationships and making a positive impact in your community.”

Impact Story:

“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”