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.
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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.
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
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STEP 2
Initial meeting is arranged at one of our offices and this is without cost or obligation
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STEP 3
Meeting held to find as much information as possible and quote sent to client, which contains engagement terms.
![](https://www.wardgoodman.co.uk/wp-content/uploads/2022/11/Arrow-3.png)
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
![](https://www.wardgoodman.co.uk/wp-content/uploads/2022/11/Arrow-3.png)
STEP 2
Initial meeting is arranged at one of our offices and this is without cost or obligation
![](https://www.wardgoodman.co.uk/wp-content/uploads/2022/11/Arrow-4.png)
STEP 3
Meeting held to find as much information as possible and quote sent to client, which contains engagement terms.
![](https://www.wardgoodman.co.uk/wp-content/uploads/2022/11/Arrow-3.png)
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.
Davina does a great job and has done for the many years that she has worked on our account
Trustindex verifies that the original source of the review is Google.
Paul Collins2024-08-08Helpful 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.Trustindex verifies that the original source of the review is Google.
Bobby Duncan2022-10-24I'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.Trustindex verifies that the original source of the review is Google.
andrew lawton2022-08-02I 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.Trustindex verifies that the original source of the review is Google.
Mike Suthers2022-07-28I 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.Trustindex verifies that the original source of the review is Google.
Dawn Adlem2020-02-16Amazing company to work for and truly care about their clients wellbeing. Staff go above and beyond.Trustindex verifies that the original source of the review is Google.
James Scollard2019-03-21Made an error but acknowledged and sorted the issue.Trustindex verifies that the original source of the review is Google.
Paz Martínez Capuz2018-04-29Super helpful professionals.Trustindex verifies that the original source of the review is Google.
Tina Lancaster2017-10-02Great independent financial advice and these guys have saved me a fortune by preparing my tax properly.Trustindex verifies that the original source of the review is Google.
Malcolm Scott Walby2014-04-08Nice people to deal with across the board.
Stay Connected with Ward Goodman on LinkedIn
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