Ferndown Financial Planning

11/06/2026

Our new website is now live. Please take a moment to have a browse, find out more about us, the company, SJP and to see what services we can offer. Thanks all 😃🙏

Adviser. Find out how we can help you achieve your financial goals.

10/06/2026

⭐️MEET THE TEAM⭐️

By far the most important team members! Not one but our 4 office dogs! Introducing Dexter, Rosie, Bear and Tess. Main duties include welcoming clients (sniffing) , security detail (barking) and overseeing the day to day workload (light snoozing)!

Meet the team in full on our website www.ferndownfinancial.co.uk

08/06/2026

A big thank you to Xerocad Ltd for helping with the production of our leaflets. They helped with a few technical queries and produced a high quality leaflet for us at a reasonable price. I would highly recommend!

08/06/2026

Supporting children and grandchildren financially is on many people’s minds.

Whether it’s helping with future education, a first home or long‑term savings, there are different ways to start building foundations early.

This article explains some of the main options available, along with key things to think about: https://partnership.sjp.co.uk/article/detail/sjpp/saving-and-investing-for-children-and-grandchildren.html

FERNDOWN FINANCIAL PLANNING is an Appointed Representative of and represents only St. James's Place Wealth Management plc (which is authorised and regulated by the Financial Conduct Authority).

SJP Approved 28/5/2026

Saving and investing for children and grandchildren

06/06/2026

🌟MEET THE TEAM🌟

HI I’m Zoe and I’m the Practice Manager of Ferndown Financial Planning (FFP). I’m super excited 🤩to be starting this business with Matthew as we both have a shared history in Financial Services. I have more recently been active in the local community as a franchisee for many years and as an estate agent after that. I love working in and around Ferndown and really enjoy talking to the people that I live amongst and trying to help them.
I bring to my new role the enthusiasm, personable approach, understanding and professionalism that I value myself.

Outside of work I am a crazy dog 🤪🐕lady and love spending time with my four beloved sausage dogs. I have three sons who are now on the start of their journeys into adulthood so I grab as much time with them as I can. I love to read, keep fit 🏋️‍♂️by going to the gym with Matthew and entertaining with my family.

05/06/2026

🌐 Global events have made the landscape feel harder, but many UK SMEs have also become more resilient after years of adapting to major change.

Explore what’s behind the recent dip in optimism — and why staying clear on your long‑term aims is so important when conditions shift: https://partnership.sjp.co.uk/article/detail/sjpp/business-owners-from-optimism-to-uncertainty-in-a-volatile-world.html

FERNDOWN FINANCIAL PLANNING is an Appointed Representative of and represents only St. James's Place Wealth Management plc (which is authorised and regulated by the Financial Conduct Authority).

SJP Approved 19/3/2026

Business owners – from optimism to uncertainty in a volatile world

05/06/2026

🌟MEET THE TEAM!🌟

HI I’m Matthew the Principal of Ferndown Financial Planning (FFP). I’ve been a Financial Adviser for over 30 years and still genuinely love what I do! I enjoy working with a wide variety of clients, getting to know people and helping guide them through their financial journey.
Outside of work, I enjoy keeping fit, following sport, spending time with my wife Zoe and walking the dogs. We also have three young adult children and I love spending time with them talking about music and going to gigs.

I’m always happy to have a chat. No question is too daft and no query too small 😀

04/06/2026

What is Passive investing?

Passive investing is an investment strategy that aims to replicate the performance of an index by tracking it, which means holding the same stocks in similar percentages. This is considered a lower-cost way to invest.

FERNDOWN FINANCIAL PLANNING is an Appointed Representative of and represents only St. James's Place Wealth Management plc (which is authorised and regulated by the Financial Conduct Authority).

SJP Approved: 30/1/2026

03/06/2026

What is an ISA?

An ISA, (Individual Savings Account) is one of the most popular and tax-efficient ways for UK residents to invest and save for the future.

Investments in an ISA are free of income tax and capital gains tax for the duration of the investment.

FERNDOWN FINANCIAL PLANNING is an Appointed Representative of and represents only St. James's Place Wealth Management plc (which is authorised and regulated by the Financial Conduct Authority).

SJP Approved: 30/1/2026

02/06/2026

What is Capital Gains Tax?

Capital Gains Tax (CGT) is a tax on the profit when you sell or dispose of something that has increased in value. Items subject to CGT are known as ‘chargeable assets’.

FERNDOWN FINANCIAL PLANNING is an Appointed Representative of and represents only St. James's Place Wealth Management plc (which is authorised and regulated by the Financial Conduct Authority).

SJP Approved: 30/1/2026