Southwood Financial Planning is an independent boutique financial planning firm founded by Lisa Hudson-Peacock in 2001.
The firm provides clients with a roadmap for their financial planning. Its financial planning process is fee-based.
Based on the company’s public LinkedIn information, supplied through RevenueBase.
The firm serves individuals, families, and small businesses.
The ongoing planning process includes cash flow management; investment and retirement planning and structuring; risk insurance; tax, estate, and inter-generational planning.
Source: LinkedIn company description · Retrieved October 13, 2026
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Open the published source list.RevenueBase prepared this profile from the company’s public LinkedIn information and RevenueBase company data. These source records were retrieved on October 13, 2026. AI helped summarize these sources, with a separate automated check against the source text completed on November 3, 2026. Directory positions use company-contact counts from separate saved list snapshots dated September 19, 2026. How the company lists are built.
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