The Southwood Team

Lisa Hudson Peacock

Lisa Hudson Peacock

OWNER - CERTIFIED FINANCIAL PLANNER®

Lisa Hudson-Peacock founded Southwood Financial Planning in October 2001, to provide high-quality independent and professional financial planning and investment advice to people who are committed to making the most of their money and the most of their lives.

Her seven years’ experience within the institutional asset management environment, both as an analyst and a fund manager, provides her with a wealth of investment expertise that forms a sound basis for all aspects of financial planning including: risk retirement, investment and estate planning.

Having obtained a Bachelor of Commerce degree from the University of Cape Town, she obtained her Certified Financial Planning qualification in 2001 and is a member of the Financial Planning Institute.

Lisa Hudson-Peacock is a CERTIFIED FINANCIAL PLANNER® professional and a member of the Financial Planning Institute of Southern Africa NPC (the FPI), a Professional Body as defined in the National Qualifications Framework Act (NQF act).  The FPI is also an affiliate of the Financial Planning Standards Board (FPSB). Lisa has passed her Key Individual (RE1) and Representative (RE5) Regulatory Exams as required in terms of the Financial Advisory and Intermediary Services Act 37 of 2002 (the FAIS Act).

Her certification may be verified by visiting the Financial Planning Institute (FPI) Southwood Financial Planning is licensed by the Financial Services Board. You may verify this by accessing the website FSCA-FAIS, selecting Financial Service Providers and then and entering our Financial Service Provider (FSP) number 13566.

Angela Sayle

Angela Sayle

CERTIFIED FINANCIAL PLANNER®

Angela Sayle first joined Southwood Financial Planning in July 2004 and was responsible for the management of the administrative function within the business.Angela holds a Bachelor of Social Science degree from the University of Cape Town and in 2009, obtained a Certified Financial Planning qualification from the University of the Free State.

After a two year break in service from May 2013, Angela re-joined the Southwood team in March 2015 as a CERTIFIED FINANCIAL PLANNER ® professional. Her main roles are to gear the business for growth from a service and administration perspective and to build Southwood Financial Planning’s presence as a niche provider of professional financial planning advice.

Angela Claire Sayle is a CERTIFIED FINANCIAL PLANNER® professional and a member of the Financial Planning Institute of Southern Africa NPC (the FPI), a Professional Body as defined in the National Qualifications Framework Act (NQF act).  The FPI is also an affiliate of the Financial Planning Standards Board (FPSB).  Angela has passed her Key Individual (RE1) and Representative (RE5) Regulatory Exams as required in terms of the Financial Advisory and Intermediary Services Act 37 of 2002 (the FAIS Act).

Her certification may be verified by visiting the Financial Planning Institute (FPI) Southwood Financial Planning is licensed by the Financial Services Board. You may verify this by accessing the website FSCA-FAIS, selecting Financial Service Providers and then and entering our Financial Service Provider (FSP) number 13566.

Megan Crafford

Megan Crafford

CERTIFIED FINANCIAL PLANNER®

Megan Crafford joined Southwood Financial Planning in early 2010.  She completed her NQF Level 5 – Certificate in Financial Planning in 2013 and her NQF Level 6 – Advanced Certificate in Financial Planning in 2014.  Megan then went on to obtain her Postgraduate Diploma in Financial Planning through the University of Stellenbosch in 2016.

Megan is a representative of Southwood Financial Planning.  Her primary role as a Financial Planner is to assist individuals and families to achieve their short and long term financial goals.  Megan’s strengths lie in her ability to analyse and evaluate a client’s financial status and develop, implement and monitor financial planning recommendations.

Megan Amelia Crafford is a CERTIFIED FINANCIAL PLANNER® professional and a member of the Financial Planning Institute of Southern Africa NPC (the FPI), a Professional Body as defined in the National Qualifications Framework Act (NQF act).  The FPI is also an affiliate of the Financial Planning Standards Board (FPSB).  Megan has passed her Representative (RE5) Regulatory Exams as required in terms of the Financial Advisory and Intermediary Services Act 37 of 2002 (the FAIS Act).

Her certification may be verified by visiting the Financial Planning Institute (FPI) Southwood Financial Planning is licensed by the Financial Services Board. You may verify this by accessing the website FSCA-FAIS, selecting Financial Service Providers and then and entering our Financial Service Provider (FSP) number 13566.

Bernadette Rollinson

Bernadette Rollinson

Client Services Administrator

Bernadette Rollinson joined Southwood Financial Planning as Client Services Administrator in August 2019. She brings with her strong operational and administrative experience having been in the industry for 18 years. Bernadette will be primarily responsible for client administration as well as providing support to the Financial Planners, in the provision of high‐quality ongoing service to prospective, new and existing clients. Bernadette will play a fundamental role in contributing to and enhancing the overall client experience.
She has completed an NQF level 6 in Wealth Management and has also passed her (RE5) Regulatory Exams for representatives as required in terms of the Financial Advisory and Intermediary Services Act 37 of 2002 (the FAIS Act)

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
GRAHAM VASS
DEVELOPMENT DIRECTOR, ST HELENA ISLAND
MANTIS MANAGEMENT.
www.mantiscollection.com

  Graham and Megan

DEVELOPMENT DIRECTOR, ST HELENA ISLANDMANTIS MANAGEMENT., GRAHAM VASS