Southwood Financial Planning
Financial Services • 
Suite B, Block K, South Africa • 1-10 Employees
Company overview
| Headquarters | Suite B, Block K, South Africa |
| Phone number | +27217011161 |
| Website | |
| NAICS | 52 |
| SIC | 628 |
| Keywords | Risk Management, Tax Planning, Wealth Creation, Education Planning, Retirement Planning, Estate Planning, Investment Management, Certified Financial Planner, Savings & Investments, Business Financial Planning, Intergenerational Planning, Wealth Solutions |
| Founded | 2001 |
| Employees | 1-10 |
| Socials |
Key Contact at Southwood Financial Planning
Lisa Hudson-Peacock
Founder and executive financial planner
Southwood Financial Planning Email Formats
Southwood Financial Planning uses 1 email format. The most common is {first name}{last name} (e.g., johndoe@southwood.co.za), used 100% of the time.
| Format | Example | Percentage |
|---|---|---|
{first name}{last name} | johndoe@southwood.co.za | 100% |
About Southwood Financial Planning
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.
Southwood Financial Planning revenue & valuation
| Annual revenue | $427,775 |
| Revenue per employee | $86,000 |
| Estimated valuation?This valuation is estimated based on industry average for the Financial Services industry and current estimated revenues | $1,400,000 |
| Total funding | No funding |
Employees by Management Level
Total employees: 1-10
Seniority
Employees
Funding Data
Southwood Financial Planning has never raised funding before.
Southwood Financial Planning Tech Stack
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