Financial Advice & Planning Services
Ward Goodman has been offering trusted financial planning advice and services for decades to meet your financial goals. Ward Goodman offers a range of business services including accounting and financial reporting, audit, corporate taxation and wealth management. We work with Dorset and UK-based small local businesses through to large corporates, groups and subsidiaries of global enterprises.
How Our Financial Advisers Can Help
Your Ward Goodman financial planner will be your guide to help you achieve your financial goals. Whether you are looking at growing and investing your wealth or protecting your family or business, we can provide financial planning advice and use whole-of-market solutions. Our services include wealth management, investment planning, and asset protection strategies tailored to your needs. We also provide specialist tax advice and management to support your plans, ensuring you maximise your financial potential while staying compliant.
Ward Goodman Dorset offers a comprehensive range of business services including accounting and financial reporting, audit services, corporate taxation, and financial management. Our expertise spans working with small local businesses through to large corporates, groups, and subsidiaries of global enterprises. By offering holistic financial planning advice and business solutions, we help our clients thrive in today’s dynamic economic environment.
Investment Planning
The success of any financial plan revolves around the quality of the investment strategy that is adopted. Our skilled planners can help you.
Long-Term Care Planning
Look after yourself and loved ones – We can help you understand how to optimise your financial resources when planning your care needs.
Trusts and Trustees
Ward Goodman Cloud is our way of offering accountancy services to clients utilising cloud software. By making processing more efficient.
Property Finance
Whether you’re a first time buyer or have a portfolio of property, our advisers can help reduce your costs. Learn more about our property finance services.
Hear What Our Clients Have To Say
Ward Goodman consistently delivers exceptional financial advice, exceeding the expectations of our valued tax planning service clients.
Frequently Asked Quetions
Is it worth paying for a financial adviser?
We believe expert financial planning advice outweighs the cost. Our advisers offer personalised strategies for your goals, from maximising returns to securing retirement. Despite a fee, the long-term security and peace of mind from professional advice are invaluable.
When should you talk to a financial adviser?
Financial advisers offer personalised guidance for various needs: financial planning, investment advice, wealth management, retirement planning, tax planning, estate planning, debt management, insurance, business planning, and managing windfalls. Whether you’re navigating major life events or seeking assistance with complex financial decisions, financial planning experts provide tailored solutions to help you achieve your goals.
What to do before going to a financial adviser?
At Ward Goodman, we suggest gathering key financial documents such as bank statements, tax returns, and investment statements. Reflect on your financial goals, priorities, and concerns beforehand. Consider what you hope to achieve with the adviser’s help. Being organised and clear about your objectives will maximise the effectiveness of your meeting with your financial planner.
The 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 tax advisers 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.
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 tax planning service possible through continuous improvement and focus on doing things right the first time.
Experienced Advisers & Accountants
Our Dorset-based team can advise and support any size of business locally or nationwide.
Bespoke Financial Advice & Tax Planning Service Packages
Flexible, bespoke service covering all aspects of tax planning.
Access to a Full Team of Finance Experts
From our Financial Advisers to Pension Advisers.
Our Awards and Accreditations
Ward Goodman’s excellence in accounting and tax advice is validated by notable awards and accreditations within the UK financial industry.
AAT Qualified
Xero Certified
ICAEW Membership
Partnerships
Experienced Financial Advisors
Ward Goodman’s dedication to excellence is embodied through our team of helpful experts:
Davina Seymour
Bookkeeper
Torie Freestone
Trainee Client Services Manager
Anthony Boni
Trainee Client Services Manager
Other Services You May Be Interested In
We can provide a quote for a valuation report which will be based on our understanding of the degree of skill involved
We provide outsourced financial management services covering a range of roles required by charities of all sizes.
If you are running a business, you will be involved with a wide range of taxation obligations.
