))
Dave Southby | Dave Southby Financial Planning | Future Proofing Your Investments
Manage episode 455767666 series 3532966
Вміст надано Jodie Fraser. Весь вміст подкастів, включаючи епізоди, графіку та описи подкастів, завантажується та надається безпосередньо компанією Jodie Fraser або його партнером по платформі подкастів. Якщо ви вважаєте, що хтось використовує ваш захищений авторським правом твір без вашого дозволу, ви можете виконати процедуру, описану тут https://uk.player.fm/legal.
Welcome to another episode of Beyond Four Walls, I am your host Jodie Fraser and today I have the pleasure of talking to Dave Southby.
Dave is a renowned figure in the field of financial planning, with a career marked by dedication, expertise, and a commitment to helping clients achieve their financial goals.
As the founder of Dave Southby Financial Planning, he brings a wealth of knowledge and experience to the table, having spent years navigating the complexities of personal finance and investment strategies. Dave's approach is not just about numbers; it's about understanding the unique needs of each client, ensuring they feel supported every step of the way.
In addition to his professional achievements, Dave is a family man who balances his career with the joys and responsibilities of family life following the arrival of his baby boy just a few months ago.
His insights into the financial world are broadened by his personal experiences and values, making him a relatable and trusted advisor.
Recently, Dave was honoured with a prestigious award, recognising his contributions and excellence in the field of financial planning. His thoughts on issues like leasehold mortgages are both insightful and forward-thinking, offering valuable perspectives in an ever-evolving market.
https://www.linkedin.com/in/dave-southby-dippfs-291525188?utm_source=share&utm_campaign=share_via&utm_content=profile&utm_medium=ios_app
Thank you so much for taking the time to listen to my podcast.
Please follow me at:
https://www.instagram.com/fraser_allen_estate_management
https://www.instagram.com/jodie_fraser_professional
https://www.linkedin.com/in/jodie-fraser-ba-hons-mirpm-assocrics-795716159
49 епізодів
Поширити
