Our Vision

To provide our clients with holistic, personalised and objective financial planning solutions, by placing their interests above our own and continually striving to exceed their expectations.

To always be knowledgeable and keep up to date with legislative and statutory developments, and in so doing, to be highly respected for our professionalism and best practice delivery in the financial planning arena.

Our Mission

To provide a foundation for wealth creation and protection in a manner that ensures personal growth for all stakeholders – clients and employees alike.

Our Values

We abide by the FPI’s Code of Ethics and Professional Responsibility.

Southwood Financial Planning is an independent financial advisory and services firm offering impartial and objective financial advice to its clients. Set up in 2001 in Cape Town, Southwood’s financial advisors offer professional financial planning solutions that help individuals and business owners achieve their financial goals. We believe that our personalised and independent approach is what sets us apart from our competitors.

We are governed by the Financial Advisory and Intermediary Services Act (FAIS Act) 2002 (Act No. 37 of 2002) which came into effect on 30 September 2004. The objective of the legislation is to ensure that financial services are rendered by financial advisors in a professional and responsible manner. This means that our clients are protected against unscrupulous selling of financial products and inappropriate advice. Our efficient service and high standards are based on a vision for excellence in financial planning.

• Integrity • Honesty • Efficiency • Loyalty • Respect • Accountability • Trust • Reliability • Passion • Success •