Stepwoods Financial Planning Ltd

Reference number: 1032748

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Authorised by the FCA

This firm is on the FCA register and authorised to carry out regulated activities.

Identity

Check their details

Compare these against whatever you were given. Scammers clone real firm names and reference numbers but use their own phone number and website, so a detail that does not match the register is the clearest warning sign there is.

Also trades as
  • Stepwoods

Company details

From the company's Companies House record.

Company number
16116215
Company status
Active
Company type
Private limited company
Incorporated
3 December 2024 (1 year old)
Registered office
Office F5 The Plaza, Rutherford Park, Braintree, Essex, CM77 7AU, England
Nature of business
  • Financial management (SIC 70221)

Current directors and secretaries

Name Role Born Appointed
Daniel Colin Bowen Director Jun 1986 3 Dec 2024
Megan Johns Director Jun 2001 3 Dec 2024

Check on the FCA register → Report a scam →

Activities and protection

What they can do, and how you are protected

  • Give regulated advice FSCS may apply
    A claim for unsuitable advice is itself FSCS-protected, up to the limit that applies to the product you were advised on.
  • Manage or trade investments FSCS may apply
    Eligible investment and pension claims are typically FSCS-protected up to £85,000 per person, depending on the product and your circumstances.

    Check your FSCS cover →

  • Lend or arrange credit No FSCS cover
    Consumer credit is not covered by the FSCS, so there is no compensation scheme if the firm fails.
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  • Advising on investments (except on Pension Transfers and Pension Opt Outs)
  • Advising on Pension Transfers and Pension Opt Outs
  • Arranging (bringing about) deals in investments
  • Debt-counselling
  • Making arrangements with a view to transactions in investments

Complaints: You can refer a complaint about this firm to the Financial Ombudsman Service for free, whichever activity it relates to.

Track record

FCA actions and complaints

No FCA disciplinary action, and no complaints recorded with the Ombudsman.

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Common questions

Frequently asked questions

Is Stepwoods Financial Planning Ltd FCA authorised?
Yes, Stepwoods Financial Planning Ltd (FRN 1032748) is authorised by the FCA to carry out regulated activities.
Is my money safe with Stepwoods Financial Planning?
It depends on the product, but eligible claims may be protected by the FSCS. You can also refer complaints about Stepwoods Financial Planning to the Financial Ombudsman Service, free of charge.
Is Stepwoods Financial Planning a scam or clone?
Stepwoods Financial Planning is a genuine FCA-listed firm. However, scammers sometimes clone authorised firms. Always check that the contact details you were given match those on the FCA register before sending money or sharing information.
What is Stepwoods Financial Planning's Firm Reference Number (FRN)?
Stepwoods Financial Planning's FRN is 1032748. You can verify it on the FCA register.