Search
Close this search box.

Your success is our business

We identify your financial issues and our team of highly trained Accountants and Financial Planners in Dorset will provide you with bespoke solutions. Your financial plans could start our conversation…let’s talk.

A carefully balanced arch made of stacked stones with the ocean and sky in the background, symbolising balance, stability, and harmony in nature.

About Ward Goodman

Ward Goodman is a leading South England-based firm of Financial Planners, Wealth Managers, Accountants and Tax Advisers focusing on an integrated and holistic service for best results.

PIONEERS OF THIS APPROACH, FIRST IN MARKET.

Peace of Mind Trust
Years in financial services
0
Years in Business
0 +

ward goodman onboarding process.

Ward Goodman has a simple but effective onboarding process making this hassle free for you.

STEP 1

Referral from client, introducer or from website

STEP 2

Initial meeting is arranged at one of our offices and this is without cost or obligation

STEP 3

Meeting held to find as much information as possible and quote sent to client, which contains engagement terms.

STEP 4

Client accepts terms and billing and services automatically set up. Client details put on to our software.

STEP 1

Referral from client, introducer or from website

STEP 2

Initial meeting is arranged at one of our offices and this is without cost or obligation

STEP 3

Meeting held to find as much information as possible and quote sent to client, which contains engagement terms.

STEP 4

Client accepts terms and billing and services automatically set up. Client details put on to our software.

Keep up to date with all things Ward Goodman

Take a look at our latest events, news posts and our activity in the local community.

Why Work With Our Leading Team?

Tailored services to suit client goals

Regular communication with clients taking their businesses forward

Services tailored to maximise profit and minimise tax for clients.

Ward Goodman offers the benefit of fully integrated advice provided by one trusted source

News for Ward Goodman is a reliable and timely source of news across various sectors such as business, finance, and lifestyle. We cover a broad range of topics aimed at keeping our users well-informed to make sound decisions about their lives and businesses.

Ward Goodman, a leading provider of quality resources, has expanded our range of resources to give users an even wider selection of premium tools that can help you get the job done. With our new collection, users can access even more cutting-edge resources that provide reliable, relevant information on a variety of topics.

At Ward Goodman, we take immense pride in actively contributing towards the betterment of our local community. Our mission has always been to support the people and businesses in our area and make a positive impact in any way we can. We understand the vital role that the community plays in our success and growth, which is why we actively seek out ways to give back.So, come and join us, stay informed, and be a part of our Ward Goodman community.

Hear What Our Clients Have To Say

Ward Goodman has delivered exceptional service and exceeded expectations in their efforts to satisfy and support their client.

5.0/5

Davina does a great job and has done for the many years that she has worked on our account

Gavin at Codified Legal
5.0/5
A good accountant should be a long term relationship for client and business, and I look forward to many more years working with Ward Goodman.
Private Client – Testimonial
5.0/5
@wardgoodmanltd Thank you @rodd_ian was dreading the business consultation but you made it painless and fun – got my brain switched on!
Health Products Retailer
5.0/5
“Many thanks for sorting out the accounts and the best options for my business. I have been really impressed with the personal service your company has offered, and the way you have personally dealt with my accounts and concerns.”
Private Client Testimonials
5.0/5
Many thanks for getting our P11D’s done despite my best efforts to leave you with no time !!
Local Manufacturing Company
5.0/5
The Ward Goodman tax team are always most helpful and proactive. They have provided invaluable support to me in specialist areas of the tax legislation.
Private Client Testimonial
5.0/5
Many thanks for all your help and advice and for looking after us in the excellent way that you do without which we would be at a complete loss.
Bournemouth Client

Stay Connected with Ward Goodman on LinkedIn

Discover the latest updates, insights, and success stories from our professional community. Follow us on LinkedIn to stay informed about our services, events, and industry news.

Ward Goodman Resources

Explore the latest Financial News here from Ward Goodman.

WGFS Autumn Budget 2024 Summary

Money Talk Sept-October 2024 | Autumn Budget Statement

Financial advice during divorce

Mastering financial fitness in your 50s

Financial Planning for Business Owners

Money Talk July-August 2024

Money Talk - May/June 2024

Tax Rates 2024/2025

Spring Budget 2024

Guide to Tax Year End Planning

Money Talk - January/February 2024

Money Talk - November/December 2023

When was the last time you had a financial review? Are you on track for your financial goals?

When was the last time you had a financial review? Are you on track for your financial goals?

Book a Meeting