AI Policy Statement

Ward Goodman uses AI responsibly, guided by our values to ensure transparency, trust and a human-centred approach in all our work.

Rated 5 out of 5

Helpful in every way, giving peace of mind to any concern’s or questions regarding personal tax issues, and investments. A very professional team, would highly recommend them.

Paul Collins

Rated 5 out of 5

I’d like to send my appreciation to Adrian for laying out some excellent advice in a preliminary, no commitment required chat. I found their use of language and broad understanding very insightful with my circumstances. Would highly recommend

Bobby Duncan

Rated 5 out of 5

I have been a client of Ward Goodman since 2010. They have provided superb service and advice throughout. They guided me through company establishment and funding routes and provided Payroll services and company accounts over this period.

Andrew Lawton

Rated 5 out of 5

I have delt with Ward Goodman for over 8 years and they have always been exemplary. Easy to deal with and always responsive. I would recomend their services to any buisness.

Mike Suthers

Ward Goodman AI Policy Statement

At Ward Goodman we strive to our current values of being EPIC.

This new chapter is about combining trusted expertise with fresh energy, ensuring Ward Goodman remains as relevant and impactful in the next 70 years as we have been in the last.

We want to set out our values in the use of AI as a business, to our Clients, Strategic Partners, Prospects and Contractors. Our use of AI at Ward Goodman is based on 4 key principles:

#1 Our Values

Ensuring we make use of new technology innovations like AI to enable us to be Exceptional, Proactive, Innovative and Collaborative at all times. Our use of AI, and this AI statement will be continually reviewed to ensure it meets the needs of our clients, partners and team.

#2 Peace of Mind and Trust

At all times we will ensure we are following best practice from industry and governing bodies in our use of AI to maintain client peace of mind and trust. We do this by having documented checks and procedures to ensure our use of AI benefits the customer, is accurate, free from bias and harm.

#3 Transparency

At all times we will be collaborative and transparent in how and where we will, and will not use, AI to improve our service to you. Any use of AI will be consistent with our commitment to safety and security of your data, our obligations under GDPR and work in accordance with our Privacy Policy. Additionally we will follow any guidance from our regulators.

#4 Human Centred

We believe it is important to maintain human connections with our clients and our use of AI tools should support our promises as set out in our Client Charter.

We want to enable our team to be EPIC through proactive training and development to work with AI to have more time on value added tasks.

Examples of our use of AI might include:

Using AI tools to transcribe meeting notes for consistency and accuracy
Marketing purposes such as blogs, case studies and social content
Summarising initial research

And will not include:

Formulate or provide advice
Make client decisions or replace human judgment
Process or share personal data without consent
Compromise confidentiality, ethics, or regulatory compliance

Hear What Our Clients Have To Say

Ward Goodman is committed to delivering exceptional service, consistently exceeding expectations to support and satisfy our clients.

Andrew Farnham

Rated 5 out of 5

There’s no better compliment than a relationship that has stood the test of time.

We were delighted to receive this wonderful review from a client who has been part of the Ward Goodman family for many years.

“I have had the good fortune to have had a relationship with Ward Goodman in various capacities and with various employees since 1998. I am still with them and this is testimony to their unfailing courtesy, support, good humour and sound advice. I am lucky during this 40 year period to have worked with a delightful group of employees. I look forward to continuing that relationship until the grim reaper appears!”

Thank you for your continued trust and kind words – they mean a lot to the whole Ward Goodman team!

Sara & Ron Jennings

Rated 5 out of 5

We wish to thank all who were involved in doing our tax return this time. Once again, you got us a refund on one of our accounts, and once again, we are very grateful and appreciative of your exploits. Off to the bank with the cheque – Yippie!

Gavin at Codified Legal

Rated 5 out of 5

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

Private Client – Testimonial

Rated 5 out of 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 Testimonials

Rated 5 out of 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.\”

Local Manufacturing Company

Rated 5 out of 5

Many thanks for getting our P11D’s done despite my best efforts to leave you with no time !!

Private Client Testimonial

Rated 5 out of 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.

Bournemouth Client

Rated 5 out of 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.

    
 
 
       Posted on Google  
   
   Jo Lee 
 
 
 
 Trustindex verifies that the original source of the review is Google. I was referred to Adrian by my Solicitor after an unexpected shocking divorce. I expected to spend the rest of my life living in rented property, which was a daunting thought after spending 10 years in a house that was not only beautiful it was my home. At 76 my prospects looked grim. However, meeting Adrian was a game changer, he informed me that I qualified for what’s called a Lifetime Mortgage. This was music to my ears, living in rented property was easy when I was younger, but now not so much. So thanks to Adrian I am in the process of buying myself a bungalow. Adrian is kind, patient and very well informed. I strongly recommend him to anyone who needs financial advice.
  
 
      Posted on Google  
   
   Paul Collins 
 
 
 
 Trustindex verifies that the original source of the review is Google. Helpful in every way, giving peace  of mind to any concern's or questions regarding personal tax issues, and investments.
A very professional team, would highly recommend them.
  
 
      Posted on Google  
   
   Bobby Duncan 
 
 
 
 Trustindex verifies that the original source of the review is Google. I'd like to send my appreciation to Adrian for laying out some excellent advice in a preliminary, no commitment required chat. I found their use of language and broad understanding very insightful with my circumstances. Would highly recommend, and will be coming on-board to utilise their unique cross-disciplinary practice. A one stop shop for all things, very valuable! Thanks WG Team.
  
 
      Posted on Google  
   
   andrew lawton 
 
 
 
 Trustindex verifies that the original source of the review is Google. I have been a client of Ward Goodman since 2010. They have provided superb service and advice throughout. They guided me through company establishment and funding routes and provided Payroll services and company accounts over this period. They have always been supportive, proactive and responsive. I have no hesitation in recommending them to others.
  
 
      Posted on Google  
   
   Mike Suthers 
 
 
 
 Trustindex verifies that the original source of the review is Google. I have delt with Ward Goodman for over 8 years and they have always been exemplary. Easy to deal with and always responsive. I would recomend their services to any buisness.
  
 
      Posted on Google  
   
   James Scollard 
 
 
 
 Trustindex verifies that the original source of the review is Google. Made an error but acknowledged and sorted the issue.
  
 
      Posted on Google  
   
   Paz Martínez Capuz 
 
 
 
 Trustindex verifies that the original source of the review is Google. Super helpful professionals.
  
 
      Posted on Google  
   
   Tina Lancaster 
 
 
 
 Trustindex verifies that the original source of the review is Google. Great independent financial advice and these guys have saved me a fortune by preparing my tax properly.

Whether you’re planning ahead, seeking clarity, or simply want reassurance that you’re on the right path, our team of experienced financial professionals are ready to help. With over 40 years of experience, Ward Goodman has been trusted by individuals and businesses across Dorset and throughout the UK to deliver reliable advice and lasting value.

Contact our team today for a no-obligation meeting at one of our offices.

AI Policy Statement

Ward Goodman AI Policy Statement

#1 Our Values

#2 Peace of Mind and Trust

#3 Transparency

#4 Human Centred

Hear What Our Clients Have To Say

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