Investment Planning Services

Ward Goodman's Promise
The success of any financial plan revolves around the quality of the investment strategy that is adopted.
Our specialist team can access the entire investment universe to ensure you meet your investment goals. The benefit of our integrated advice service is that our tax experts work closely with our financial planners to protect more of your investment return from the tax man.
Key Services

Maximising ISA allowances

Tax efficient investment strategies

School fees planning / education funding

Creating higher levels of investment income
Why plan invest with WardGoodman
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- Save and invest more for your goals
- Disciplined investing
- Helps you reduce debt / be debt free
- Improve lifestyle in a sustainable way
- Better risk diversification
- Save taxes

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.
Hear What Our Clients Have To Say
Ward Goodman is committed to delivering exceptional service, consistently exceeding expectations to support and satisfy our clients.
AMS has relied on Ward Goodman for our annual company accounts audit for a number of years. The team has consistently shown exceptional professionalism, working seamlessly with our staff to ensure a smooth audit process without any disruption to our operations. Their deep understanding of our business enables them to provide valuable expert guidance. We look forward to maintaining our partnership with Ward Goodman for future audits.
Double H has been a long-standing client of Ward Goodman, benefiting primarily from their comprehensive audit and corporate tax services. The team we work with consistently demonstrates a deep understanding of our business, providing knowledge and professional guidance.
After many years of working with our previous accountants, we recently transitioned to Ward Goodman due to changes in our needs. The teams at Ward Goodman has been exceptionally professional and efficient, helping us enhance our audit planning processes. Their proactive approach and clear communication have significantly streamlined this process, allowing us to focus on what we do best. This has been a positive and valuable change for our organisation and we look forward to working with them for many years to come.
Davina does a great job and has done for the many years that she has worked on our account
Paul Collins2024-08-08Trustindex 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. Bobby Duncan2022-10-24Trustindex 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. andrew lawton2022-08-02Trustindex 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. Mike Suthers2022-07-28Trustindex 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. Dawn Adlem2020-02-16Trustindex verifies that the original source of the review is Google. Amazing company to work for and truly care about their clients wellbeing. Staff go above and beyond. James Scollard2019-03-21Trustindex verifies that the original source of the review is Google. Made an error but acknowledged and sorted the issue. Paz Martínez Capuz2018-04-29Trustindex verifies that the original source of the review is Google. Super helpful professionals. Tina Lancaster2017-10-02Trustindex 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. Malcolm Scott Walby2014-04-08Trustindex verifies that the original source of the review is Google. Nice people to deal with across the board.
Meet our Team of Experts

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.