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Dave Southby | Dave Southby Financial Planning | Future Proofing Your Investments
Manage episode 455767666 series 3532966
Jodie Fraser에서 제공하는 콘텐츠입니다. 에피소드, 그래픽, 팟캐스트 설명을 포함한 모든 팟캐스트 콘텐츠는 Jodie Fraser 또는 해당 팟캐스트 플랫폼 파트너가 직접 업로드하고 제공합니다. 누군가가 귀하의 허락 없이 귀하의 저작물을 사용하고 있다고 생각되는 경우 여기에 설명된 절차를 따르실 수 있습니다 https://ko.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
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