'I'm going to regret not giving this a go': Advice duo launch planning firm

Stepwoods Financial Planning co-founders chat to PA

Isabel Baxter
clock • 5 min read

Co-founders Megan Johns and Daniel Bowen have launched Essex-based Stepwoods Financial Planning.

Stepwoods Financial Planning was officially launched on 15 September and is based in Braintree, Essex. Speaking to Professional Adviser, the advice duo shared their experience setting up their own independent advice firm and what their ambitions are for the business going forward. "Dan and I have a history of working well together, and we felt we both had similar values," Johns said. "We wanted a little bit more control so we could give the service we feel is best." Both advisers shared that the idea of launching their own firm came up organically. "One weekend it just came up i...

To continue reading this article...

Join Professional Adviser for free

  • Unlimited access to real-time news, industry insights and market intelligence
  • Stay ahead of the curve with spotlights on emerging trends and technologies
  • Receive breaking news stories straight to your inbox in the daily newsletters
  • Make smart business decisions with the latest developments in regulation, investing retirement and protection
  • Members-only access to the editor’s weekly Friday commentary
  • Be the first to hear about our events and awards programmes

Join

 

Already a Professional Adviser member?

Login

More on Companies

Tatton AUM up almost 30% to £25.8bn during 'strong period of growth'

Tatton AUM up almost 30% to £25.8bn during 'strong period of growth'

Interim results for the six months to 30 September

Jenna Brown
clock 18 November 2025 • 2 min read
FSCS deposit protection limit to rise to £120,000

FSCS deposit protection limit to rise to £120,000

Up from current limit of £85,00 following PRA announcement

Isabel Baxter
clock 18 November 2025 • 2 min read
Aberdeen to close private client service after selling advice arm to Ascot Lloyd

Aberdeen to close private client service after selling advice arm to Ascot Lloyd

Clients have been made aware

Isabel Baxter
clock 17 November 2025 • 1 min read