Southwood Financial Planning is an independent, boutique financial planning firm founded by Lisa Hudson-Peacock in 2001 that provides a roadmap giving clients clarity and insight on their financial planning journey. A comprehensive and ongoing journey which includes cash flow management, investment and retirement planning and structuring, risk insurance, tax, estate and inter-generational planning. The process is fee-based providing a well-researched and objective financial planning roadmap to individuals, families and small businesses. As a truly niched, independent business we are able to look across all product providers for the most appropriate “directions” (solutions). Southwood Financial Planning is one of only a handful of FPI Approved Professional Practices® in South Africa. This accreditation reinforces the fact that Southwood adheres to the highest standards of competency, professionalism and ethical conduct. It validates that the practice follows the six-step financial planning process and that client centricity is placed at the heart of the business.