Stepwoods Financial Planning

Financial Services • Office F5, The Plaza, United Kingdom • 1-10 Employees

Company overview

Headquarters	Office F5, The Plaza, Rutherford Park, Braintree, CM77 7AU, GB
Website	stepwoods.com
NAICS	52
Keywords	Investments, Pensions, Financial Advice, Retirement Planning, Inheritance Tax Planning
Employees	1-10

Key Contact at Stepwoods Financial Planning

Megan Johns Dippfs

Co-Founder | Financial Planner

About Stepwoods Financial Planning

Stepwoods offers independent financial advice you can trust. Helping individuals to identify their financial goals and clearly define a strategy to achieve them. This can cover pensions, investments, inheritance tax planning, financial protection and more. Stepwoods Financial Planning Ltd is authorised and regulated by the Financial Conduct Authority, FCA Firm Reference Number: 1032748. Registered in England and Wales. Company Number: 16116215.

Stepwoods Financial Planning revenue & valuation

Annual revenue	$171,110
Revenue per employee	$86,000
Estimated valuation?This valuation is estimated based on industry average for the Financial Services industry and current estimated revenues	$547,552
Total funding	No funding

Employees by Management Level

Total employees: 1-10

Seniority

Employees

Founder/Owner

Funding Data

Stepwoods Financial Planning has never raised funding before.

Frequently asked questions

Stepwoods Financial Planning is located in Office F5, The Plaza, GB.

Stepwoods Financial Planning has approximately 1-10 employees. The company continues to grow its workforce to support its business operations and expansion.

Key Contact at Stepwoods Financial Planning

Megan Johns Dippfs

Co-Founder | Financial Planner

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