Our first meeting with you is on a no-obligation basis. View our service level agreement for more information.

Southwood Financial Planning’s (SFP) representatives are remunerated for their services via advice fees as dictated by the needs and circumstances of our clients. The degree of complexity of the planning process and associated service levels also play a part in the decision. In all cases, compensation payable will be detailed and transparent to the client.

All prospective clients are entitled to an initial meeting, on risk (i.e. free of charge) during which time the remuneration structure may be discussed.