The Financial Planning Institute Accredits Southwood Financial Planning

The Financial Planning Institute of Southern Africa (FPI) is pleased to announce Southwood Financial Planning as an FPI Approved Professional Practice™ firm after the practice met the highest professional financial planning standards set by FPI.

The FPI Approved Professional Practice™ brand was created to recognise firms that deliver exceptionally high quality financial planning. This recognition validates that the practice is following the six step financial planning process and that they place the needs and objectives of their clients at the heart of their business.  

“We, at Southwood Financial Planning, are proud to be accredited as an FPI Approved Professional Practice™ firm. We are pleased that the high professional standard of financial planning advice that we have always delivered to clients, has been recognised. As an only all-female team of CERTIFIED FINANCIAL PLANNER^® professionals, the FPI Approved Professional Practice™ accreditation provides us with an opportunity to raise the profile of female financial planners countrywide. We place the needs and objectives of our clients at the heart of our business through the highest professional standards and ethics” said Lisa Hudson-Peacock, CFP^®. 

“We believe that having access to quality financial planning advice will improve the lives of South Africans. We are certain that Southwood Financial Planning, sharing the same strategic objective, will provide the framework to achieve this goal. We are excited to welcome this all-women team as this will also contribute to our transformation agenda to make financial planning a career accessible to women and disadvantaged individuals”, says Sherma Malan, CFP^®, Head: Membership and Corporate Relations at FPI.