MAKE FINANCIAL PLANNING A COLLABORATIVE PROCESS | With Dave Southby and David Rivers | The Business Spotlight
Episode description
In this episode of the Spotlight Business Podcast, we’re joined by Dave Southby, a financial planning expert dedicated to helping individuals, families, and local businesses achieve their financial goals. Dave’s client-first approach focuses on building long-term relationships to ensure financial plans are stress-free and aligned with each client’s unique aspirations. Tune in as we explore his philosophy on making financial planning a collaborative, ongoing process and learn how Dave helps his clients maximise their financial potential.
You can get in touch with Dave Southby here on LinkedIn: / dave-southby-dippfs-291525188
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