Career Bio
Specialisms: Financial planning for clients and financial services for our Joint Venture Companies. Adrian is also a Society of Later Life Lending Adviser (SOLLA).
Following retirement from the Royal Navy in May 1990 Adrian began his second career in Financial Services with Lloyds Bank. In 1992 he switched to become an Independent Financial Adviser and having taken up employment with Ward Goodman Financial Services in October 2013, he now advises our clients in all areas of financial planning but most noticeably in the areas of Equity Release, Mortgages, Investment and Care Fees Planning. He is also a member of the Society of Later Life Lending Advisers.
Being married with grandchildren in New Zealand, travel is a big part of his life, alongside being an avid Formula One armchair fan, the occasional trip to Budapest or Belgium cannot be ruled out. He can often be seen visiting the local recycling centre as part of his home gardening duties, given to his wife being a very keen and active gardener.
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.
Ward Goodman is registered with the Institute of Chartered Accountants in England & Wales – registration number C002787945 and is regulated as a Registered Auditor in the UK. The audit practice is also registered with the Public Company Accounting Oversight Board to carry out audits of US subsidiaries located in the UK. Our accountancy and taxation professionals are registered as individuals with one or more of the following: Institute of Chartered Accountants in England & Wales, Association of Chartered Certified Accountants, Chartered Institute of Taxation, Association of Accounting Technicians, Association of Taxation Technicians and Society of Trust and Estate Practitioners. Ward Goodman Financial Services Limited is authorised and regulated by the Financial Conduct Authority. We are entered on the FCA register No 221867. The Financial Conduct Authority does not regulate taxation and trust advice. Company registration in England No 4494861. A summary of our internal procedures for the reasonable and prompt handling of complaints is available on request and if you cannot settle your complaint with us, you may be entitled to refer it to the Financial Ombudsman Service at https://www.financial-ombudsman.org.uk/ or by contacting them on 0800 0234 567
