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Southwood Financial Planning

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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. we are governed by the financial advisory and intermediary services act (fais act) 2002 (act no. 37 of 2002) which came into effect on 15 november 2002. the objective of the legislation is to ensure that financial services are rendered by financial advisors in a professional and responsible manner. this means that our clients are protected against unscrupulous selling of financial products and inappropriate advice. our efficient service and high standards are based on a vision for excellence in financial planning.

Headquarters:
Tokai, Western Cape, South Africa
Industry:
Financial Services
Founded:
2001
Employees:
7
Annual Revenue:
-

Type: Private
Ticker: -
South Africa 7
Estate PlanningIntergenerational PlanningWealth SolutionsRisk ManagementCertified Financial PlannerEducation PlanningTax PlanningBusiness Financial PlanningRetirement PlanningWealth Creation
SIC Code: 62Major Group: Security and Commodity Brokers, Dealers, Exchanges, and ServicesIndustry Group: Industry Sector:
NAICS Code: 5239Sector: Finance and InsuranceSub Sector: Securities, Commodity Contracts, and Other Financial Investments and Related ActivitiesIndustry Group: Other Financial Investment ActivitiesNAICS Industry: National Industry:

Frequently asked questions about Southwood Financial Planning

Let us help answer the most common questions you might have.

Where is Southwood Financial Planning located?

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Southwood Financial Planning's headquarters is located at Tokai, Western Cape, South Africa

What is Southwood Financial Planning's official website?

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Southwood Financial Planning's official website is southwood.co.za

What is Southwood Financial Planning's SIC code?

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SIC Code: 62Major Group: Security and Commodity Brokers, Dealers, Exchanges, and ServicesIndustry Group: Industry Sector:

What is Southwood Financial Planning's NAICS code?

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NAICS Code: 5239Sector: Finance and InsuranceSub Sector: Securities, Commodity Contracts, and Other Financial Investments and Related ActivitiesIndustry Group: Other Financial Investment ActivitiesNAICS Industry: National Industry:

How many employees does Southwood Financial Planning have?

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Southwood Financial Planning has 7 employees

What industry does Southwood Financial Planning belong to?

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Southwood Financial Planning is in the industry of: Financial Services

What are Southwood Financial Planning's social media links?

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Southwood Financial Planning Linkedin page

Distro — Free Sales Engagement Platform

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