Your success is our business
We identify your financial issues and our team of highly trained Financial Planners and Accountants in Dorset will provide you with bespoke solutions. Your financial plans could start our conversation…let’s talk.
About Ward Goodman
Ward Goodman is a leading firm of Financial Planners, Wealth Managers, Accountants, and Tax Advisers in the South of England, offering integrated and holistic services to help clients achieve their financial goals. With offices in Ferndown and Shaftesbury, we proudly support businesses and individuals across Dorset with expert financial and accountancy solutions.
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
STEP 2
Initial meeting is arranged at one of our offices and this is without cost or obligation
STEP 3
Meeting held to find as much information as possible and quote sent to client, which contains engagement terms.
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
STEP 2
Initial meeting is arranged at one of our offices and this is without cost or obligation
STEP 3
Meeting held to find as much information as possible and quote sent to client, which contains engagement terms.
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.
Ward Goodman, a trusted team of accountants in Dorset, has expanded our range of resources to offer an even broader selection of premium tools. Our latest collection provides reliable and relevant information, ensuring users have access to high-quality resources to support their needs.
At Ward Goodman, we are committed to supporting our local community and businesses. We recognise their vital role in our success and actively seek ways to give back. Stay connected and be part of the Ward Goodman 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
Hear What Our Clients Have To Say
Ward Goodman is committed to delivering exceptional service, consistently exceeding expectations to support and satisfy our clients.
Stay Connected with Ward Goodman on LinkedIn
Discover the latest updates, insights, and success stories from our professional community. Follow us on LinkedIn to stay informed about our services, events, and industry news.
