Financial Advisory Services

50+ 5-star reviews from clients

Ward Goodman’s Financial Advisory Services

Throughout our lives, we all face financial decisions that can significantly impact our wealth. Whether you’re buying your first home, becoming a parent, investing for the future, or planning for retirement, a well-considered financial plan can make a positive difference at every stage of your life.

Professional financial advisory services are crucial not only for complex investments or pension planning but also for achieving seemingly straightforward financial goals. These goals often involve numerous decisions and a variety of products and providers.

Regular consultations with our financial advisory company ensure that your objectives and any changes in your personal circumstances—such as buying a house, job changes, or receiving an inheritance—are continually updated. We develop strategies and asset allocations that align with your investment goals. When necessary, we take action to rebalance your portfolio.

Neglecting to rebalance after a strong performance can leave your portfolio with a risk level inconsistent with your strategy. Our financial advisory services ensure that your financial plan remains aligned with your goals and adapts to any changes in your life circumstances.

How Our Expert Financial Advisors Can Help

For over two decades, Ward Goodman has provided robust financial advice to our valued clients, prioritizing a deep understanding of your specific needs.

Financial Accuracy

Ensuring accuracy and reliability of their financial statements crucial for decision-making, compliance with regulations, and building trust with stakeholders.

Identifying Efficiency Gaps

We evaluate financial processes, internal controls, and risk management practices to identify efficiency gaps and mitigate financial risks, as part of our comprehensive financial accounting advisory services.

Compliance & Risk Management

Our financial advisory company provides advice to help clients stay compliant with accounting standards, tax regulations, and other legal requirements, minimising risk and ensuring adherence to legal frameworks.

Strategic Decision-Making

Insights and data that support strategic decision-making, investment planning, and other business initiatives.

Hear What Our Clients Have To Say

Ward Goodman consistently exceeds the expectations of our valued clients by delivering exceptional service.

☆☆☆☆☆ 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

Frequently Asked Quetions

Common questions about Ward Goodman’s financial advisory services

What does a financial advisor do, and how can they help individuals and businesses with their financial goals?

Financial advisors provide personalised guidance and advice on financial goals, investment strategies, retirement planning, tax optimisation, estate planning, wealth management, and risk management to individuals and businesses. They also offer comprehensive financial accounting advisory services to help clients manage their financial records and reporting.

What qualifications and certifications should I look for when choosing a financial advisor in the UK?

When choosing a financial advisor in the UK, look for qualifications such as Chartered Financial Planner (CFP), Certified Financial Planner (CFP), or Chartered Financial Analyst (CFA), along with relevant experience and expertise. Choosing a reputable financial advisory company ensures they have a fiduciary duty to act in clients’ best interests.

How do financial advisors charge for their services, and what are the typical fees and payment structures?

Financial advisors typically charge for their services based on a fee-only, fee-based, or commission-based structure. Fees can vary depending on services rendered, complexity, assets under management, and ongoing advisory support.

Can financial advisors provide guidance on specific areas such as retirement planning, investment strategies, tax planning, and estate planning?

Financial advisors can provide guidance on specific areas such as retirement planning, investment strategies, tax planning, estate planning, risk management, insurance solutions, and charitable giving, tailored to clients’ financial needs, objectives, and preferences.

The Process

A hassle-free onboarding process

Initial referral or inquiry

Whether you’ve been referred or inquired yourself, our team will reach out to you in a timely manner

Free consultation

We offer a no-cost, no-obligation meeting at one of our offices, or over the phone

Quote and setup

We’ll provide you with a tailored quote and when you’re ready, our team will begin services

Book a Meeting

If you would like to discuss further, please book a meeting with an experienced member of our team. Simply let us know when’s best for you and we will get in touch to arrange a suitable time.

Your Name

Your Business Name

Your Email Address

Contact Phone Number

Closest Office

Area of Interest

Message

Privacy Notice

I have read and understand Ward Goodman's Privacy Notice

Why Choose Ward Goodman?

Client satisfaction is paramount to us. We have a broad range of clients, and we endeavour to offer them the best service possible through continuous improvement and focus on doing things right the first time.

Experienced Audit Experts

Our Dorset-based team can advise and support any size of business locally or nationwide

Customised Audit Solutions

Flexible, bespoke service covering all aspects of financial auditing services.

Access to a Full Team of Finance Experts

From our pension advisors to independent financial planners.

Our Awards and Accreditations

Ward Goodman’s excellence in accounting and financial advisory services is validated by notable awards and accreditations within the UK financial industry.