Financial Advisors

50+ 5-star reviews from clients

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 financial management. We work with Dorset and UK-based small local businesses through to large corporates, groups and subsidiaries of global enterprises.

How Our Financial Advisors 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 advisors 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.

☆☆☆☆☆ 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

Throughout our lives, we are all likely to face the need to make financial decisions that can have a major impact on our wealth. Whether you’re buying your first home, becoming a parent for the first time, investing for the future, or about to retire – a carefully thought-through financial plan, supported by expert financial planning advice, can make a positive difference, throughout your life – no matter what stage you’re at.

Is it worth paying for a financial advisor?

We believe expert financial planning advice outweighs the cost. Our advisors 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 advisor?

Financial advisors offer personalised guidance for various needs: financial planning, investment advice, 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 advisor?

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 advisor’s help. Being organised and clear about your objectives will maximise the effectiveness of your meeting with your financial planner.

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 tax advisors 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.

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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.