Mom – Lisa is exceptional – better than anyone I have ever engaged with and I trust her implicitly. Lisa will charge you an advice fee and I think it’s the best money you can spend. Please chat to her and she can give you the best possible advice for you to truly enjoy your retirement with no worries or responsibilities to anyone.
In an age of computerized investment decisions, impersonal and under-qualified advice, and robotic asset allocations, there’s a greater need than ever to be able to speak to real people who show an interest in your specific financial needs.
Southwood Financial Planning fills this niche, and they do so no matter how large or small your wealth may be. They’re special, honest, thorough, and professional. You won’t go wrong giving them a call.
On a personal note I would like to extend my gratitude to you and Lisa for your patience and assistance in guiding me to this point , It has empowered me to come to a financial decision that I am comfortable with. At this time in my life when I needed to assess the prospects of my future, my needs and my health (considering my late start at Southwood) I am sure for some it could very well be a daunting scenario, but your guidance has been invaluable.
Mr Horsburgh speaks highly of you ladies and I can see why, thank you for your efficiency and great service delivery.
I have used Lisa Hudson-Peacock’s services for 14 years now and have found her always helpful, always professional, supremely knowledgable and in every way utterly trustworthy. For someone with little interest or expertise in the world of finance, it is such a huge relief to have Lisa to turn to in order to make sensible decisions about retirement, insurance and medical funds, and to know that my money is in good hands. She and her team are highly recommended.” best – Simon
Development Director, St Helena Island
Dear Lisa and your wonderful team of lovely Ladies,
May we congratulate you most sincerely on this wonderful accreditation , recognition and achievement which is a testament to your continued delivery of Financial Planning excellence….we are indeed grateful for and proud to be associated with you and Southwood.
I hope you are holding an appropriate celebration of your many successes.
Kind regards and best wishes, Graham and Megan
Quotient Financial Solutions (Pty) Ltd
Southwood Financial Planning and Quotient Financial Solutions (Chartered Accountants and Auditors) have been professionally affiliated since 2003 when Quotient was established in South Africa.
We at Quotient, take the nature of our professional affiliations seriously as, given the nature of our business, we hold the trust of hundreds of clients, their staff and their families. We do not lightly refer clients unless we are absolutely certain that our sterling reputation will suffer no negative impact. Our strategic relationships are based on trust and knowledge of our counterparties and their excellence in their chosen business niches.
Given that the relationship with Lisa Hudson-Peacock dates back to 1990, Quotient is very comfortable to refer on clients who require investment or assurance / risk management advice as we are confident (and the many satisfied clients speak for themselves) that any persons referred on to the expertise of Southwood would receive the same level of quality service that we at Quotient receive.”
Blue Bus Media
It makes me so happy to have found you to help us on our way through our financial life!
Thank you so much for your advice, your honesty, information and all.”
Area Manager & General Manager
Shangri-La Hotel, Bangkok
Many thanks for all you do for me – Your guidance is always appreciated.