About Ward Goodman
Ward Goodman is a fast-growing, Dorset-based, multi-disciplinary firm backed by a professional and motivated team. As a leader of the new generation of professional service companies, we are focused on using our financial experience and expertise to grow and to protect our clients’ businesses, income and wealth.
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About
We are Ward Goodman
Ward Goodman is an established and leading provider of accountancy and financial services based in Dorset. Our job as financial planners is not to guarantee future returns or to try and second guess which investments will perform best – after all, we don’t have a crystal ball. Our job is to use our knowledge, skill and experience to maximise the chances of you achieving your aims and objectives.
Managing & Growing Your Business
We can help to grow your business by carrying out your regulatory obligations and by monitoring and reporting the key variables in your business.
Private Client & Family Services
Our private client service combines the expertise of our taxation and trust team with comprehensive personal financial planning advice.
Ward Goodman is a fast-growing, Dorset-based, multi-disciplinary firm. As one of the leaders of the new generation of professional service companies, we are dedicated to using our financial experience and expertise to grow and to protect our clients’ businesses, income and wealth
With every client cared for by a dedicated client service manager (CSM), we can ensure both a proactive and truly integrated service is provided. Each CSM is an expert in at least one financial discipline whilst also remaining knowledgeable in other fields. This ensures that you have direct access to the expertise you require which is provided by our team of specialists, including financial planners, tax advisers, chartered accountants and wealth managers.
Should you require assistance with your financial affairs, your company finances or to build a financial plan for your family’s future, we will be able to help.
Your success is our business
As success means different things to different people, we focus on what is important to you and provide relevant and timely solutions.
Success can be contagious and when both parties strive toward a common goal the likelihood of achieving great results is increased significantly.
By working with clients who are looking for improvement opportunities, we are able to add value and be most effective.
We are committed to forming partnerships with people and organisations that want us to help them achieve their goals
Our Mission and Values
Ward Goodman specialises in providing a wide range of services tailored to meet the needs of our private clients and wealthy individuals. Our private client service combines the expertise of our taxation and trusts team with comprehensive personal financial planning advice. 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 first time.
At Ward Goodman, we don’t just offer services, we offer excellence. Our premium services are designed to exceed our clients’ expectations, providing them with the support they need to thrive.
Alex Foster
Managing Director
Our 40+ years in business
Peace of Mind & Trust
We are certified financial experts
All businesses must ensure that their financial affairs are in order not only to make sure that the decision makers and other stakeholders are aware of the state of the business, but also to enable you to conduct effective tax and financial planningW
- Innovative ideas
- Professional assistance
- Financial advisory
WHY SHOULD YOU BECOME A WARD GOODMAN CLIENT?
- We are independently owned and managed and therefore we provide unrestricted and impartial advice from the whole of the market
- You have the ability to access the technical expertise and experience of a wide range of professionals within the same firm – ensuring a truly integrated advice service is provided
- We are financially strong and continually invest in our people and technology
- Our focus is on service not product sales with over 75% of our income generated from existing clients
- We provide a truly transparent charging/fee structure
- We provide a robust and structured review process to keep you on track to meet your financial and personal goals
- We can work on a multi-family office basis, providing advice to different generations and co-ordinating a variety of services including investment portfolio management, tax and estate planning, business planning and trusteeship
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.
