About Us
Our Philosophy
Every step, every decision, every plan: built around your financial future.
At Stepwoods Financial Planning, we treat every client as our only client.
This mindset shapes everything we do, from tailored financial strategies to clear communication. We build long term, trusting relationships founded on empathy, expertise and understanding.
We believe in more than just numbers, we believe in people.
Our name reflects our purpose: “Steps” symbolising progress and forward momentum towards your goals, while “Woods” signifies strength, longevity, and growth. Together, they capture our commitment to guiding you through your financial journey with care and purpose.
With Stepwoods, you are not just planning finances, you are planning a life of confidence and possibility. Planning with purpose helps turn long-term goals into real outcomes.
We are with you, at every step.
In all our interactions, we strive to be reachable, reliable and respectful. We believe good financial advice starts with understanding and helping you feel empowered in your decisions.
Our Team
Meet Your Advisers
Your financial future is in expert hands. Get to know the qualified professionals dedicated to your success.
Daniel Bowen FPFS
Co-Founder & Chartered Financial Planner
Meet Dan
I provide clients with confidence and peace of mind, knowing that they have a trusted expert by their side at every stage of life. Known for showing genuine care and making the complex feel simple.
I work closely with individuals and families to help them make confident, informed decisions about their futures, to achieve long-term financial well-being. By taking a truly holistic view, I ensure every element of their financial lives is considered whilst always focused on what matters most to you. This could include investment management and retirement planning to estate strategies, tax optimisation, and managing life’s transitions.
I am a Chartered Financial Planner and Fellow of the Personal Finance Society (FPFS), seen as one of the most prestigious recognitions in the profession.
Beyond Financial Planning
When it’s time to unwind, I am enjoying family life with my wife and two children. A lifelong Tottenham Hotspur supporter, I remain optimistic despite years of evidence to the contrary. I’m a dedicated foodie who often plans travel around meals rather than landmarks, firmly believing that every great journey begins with a fork.
Outside of work, you’ll often find me in the gym (or occasionally the café), with a sci-fi novel in hand or immersed in a good gaming session.
Megan Johns DipPFS
Co-Founder & Financial Planner
Meet Megan
I provide thoughtful, tailored advice that is clear and personal to you. My approach is grounded in empathy and clarity, ensuring that clients feel informed and empowered every step of the way.
I believe that good financial advice is more than just numbers, but it is about understanding people, building trust and helping them feel confident in their decisions. If you’re facing a life change, thinking ahead, or just want clarity around your finances, I’m here to guide and advise you.
I hold the Level 4 Diploma in Regulated Financial Planning and I am in the midst of advancing towards Chartered status which is seen as the gold standard in the profession, a reflection of my long-term commitment to the industry and continuous development.
Beyond Financial Planning
Outside of work, I love getting lost in a good book with some personal favourites of mine being ‘My Brilliant Friend’ and ‘The Poisonwood Bible’. I am also a chess enthusiast, a Formula One fan and enjoy planning my next weekend escape to cities like Rome or Barcelona.
Values
Our Core Values
Integrity
Your interests are always at the core of what we do and we will never place our interests above yours; our independent service is built around that commitment.
Reliability and Trust
We are more than advisers, we are people. We aim to be accessible, consistent and committed to building long term relationships based on trust and reliability.
Peace of Mind
Our goal is to help you feel confident and in control of your financial decisions, knowing you are supported at each step and help give peace of mind.
Innovation
We embrace curiosity and innovation to support growth, for our clients and within our practice, ensuring our advice evolves with your life and goals.
Frequently asked questions