Finance Monthly - Women In Finance Awards 2022

Lisa Hudson-Peacock Founder and Owner of Southwood Financial Planning 67 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. The advice provided by Southwood Financial Planning is holistic, covering all aspects of your financial portfolio. We believe that sound financial planning is about efficiently managing risk, savings and investments, wealth creation as well as estate planning. Southwood Financial Planning is an independent firm that is geared to providing objective and well-researched, feebased advice to individuals, families and small businesses. We believe that by understanding our clients’ needs, ambitions, aspirations and fears, we are able to provide a unique and totally personalised service. Where necessary, our financial advisors work in partnership with an established network of associates including accountants, lawyers, short-term insurers and investment professionals. Through these key alliances, we are able to offer a range of services and expert advice in the following areas: • The Financial Planning Process • Personal financial planning • Business financial planning • Legal matters Southwood’s financial advisors offer a customised service to all their clients through focused and thorough planning around specific goals. We use sophisticated financial planning and modelling tools to ensure solutions are carefully evaluated, both in terms of benefits and risks. S O U T H A F R I C A Financial Advisory Expert of the Year About Lisa Hudson-Peacock 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. About Southwood Financial Planning

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