'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

Dan Russell launches Funkled to combat financial education 'crisis'

Dan Russell launches Funkled to combat financial education 'crisis'

Described as a ‘Duolingo’ for financial literacy

Isabel Baxter
clock 05 March 2026 • 1 min read
Aviva's wealth arm posts net flows of £10.9bn

Aviva's wealth arm posts net flows of £10.9bn

'Momentum' in platform asset gathering

Alex Sebastian
clock 05 March 2026 • 1 min read
FCA warns on firm's 'unsuitable' financial advice

FCA warns on firm's 'unsuitable' financial advice

HDH Investment Services had permissions restricted in January

Isabel Baxter
clock 05 March 2026 • 2 min read