FPI logo

The word is out!! Southwood Financial Planning is thrilled to announce that we have been accredited as an FPI (Financial Planning Institute) Approved Professional Practice™ firm.


Lisa’s comment on the press release was as follows:

“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”

For the full press release as well as comment from the FPI, please follow the link below.