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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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.

5.0/5

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.

Stuart Mariner
,Head of Commercial
5.0/5

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.

Matthew Thorne
Double H Nurseries Ltd.
5.0/5

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.

Phil Rushton
Locators LTD
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

Meet our Team of Experts

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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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Book a Meeting