Private Client Services
- Expert team of personal financial advisors
- Free, no-obligation meeting at one of our offices
- Personal financial services locally in Dorset and nationwide.
Ward Goodman’s Personal Finance Services
Our private client financial services combine the expertise of our taxation and trusts team with comprehensive personal financial planning.
From preparing a tax return to complex investment strategies, our financial advice is totally independent and is based on our access to the whole market to find the best products and services to meet your personal financial needs and aspirations.
How Our Private Client Services Can Help
Our private client services combine the expertise of our taxation and trusts team with comprehensive personal financial planning.
Personal Financial
Tailored financial planning solutions that address individual goals, such as wealth management, retirement planning, and estate planning.
Tax Planning
Our tax planning services help clients take advantage of available tax deductions, credits, and strategies to reduce their overall tax burden and maximise their after-tax income through private client tax services.
Investment Guidance
Expert advice and strategies for building and managing investment portfolios.
Family Finances
Comprehensive financial planning for families, including budgeting, savings planning, insurance coverage, education funding, and estate planning.
Hear What Our Clients Have To Say
Frequently Asked Quetions
How can I minimise my tax liabilities and maximise tax efficiency?
Minimising tax liabilities and maximising tax efficiency for private clients involve personalised tax planning strategies, deductions, reliefs, allowances, investment structures, and compliance with tax laws and regulations.
What investment options are available to help me achieve my financial goals?
How can I create a comprehensive financial plan that includes retirement planning, estate planning, and wealth management?
Creating a comprehensive financial plan for private clients includes retirement planning, estate planning, wealth management, tax optimisation, risk management, insurance solutions, and charitable giving strategies aligned with long-term financial objectives and priorities.
What are the benefits of working with a financial advisor or tax consultant for personalised financial advice and guidance?
Working with a tax consultant or financial advisor in Dorset provides private clients with personalised financial advice, guidance, ongoing support, and expertise in navigating complex financial landscapes, making informed decisions, and achieving financial success.
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 team 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 service possible through continuous improvement and focus on doing things right the first time.
Experienced Personal Finance Experts
Our Dorset-based team can advise and support locally or nationwide with a full range of private client financial services.
Customised Finance Solutions
Flexible, bespoke service covering all aspects of private client services.
Access to a Full Team of Finance Experts
From our Tax Planners to independent Financial Planners.
Our Awards and Accreditations
Ward Goodman’s excellence in accounting and private client financial services is validated by notable awards and accreditations within the UK financial industry.
AAT Qualified
Xero Certified
ICAEW Membership
Partnerships
Experienced Auditing Experts
Ward Goodman’s dedication to excellence is embodied through our team of helpful experts:
Alex Foster
Head Of Private Client
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