Welcome to Southwood Financial Planning. As an independent financial planning firm based in Cape Town, we give ongoing professional and personalised advice to help individuals and business owners achieve their financial goals.
As independent financial advisors and planners, we provide objective advice by looking across various product providers to find the most appropriate solution for you
Southwood Financial Planning is one of only a handful of FPI Approved Professional Practices™ in South Africa. This accreditation reinforces the fact that Southwood adheres to the highest standards of competency, professionalism and ethical conduct. It validates that the practice follows the six step financial planning process and that client centricity is placed at the heart of the business