Career Bio
Moved into the financial services industry in 2021 working for my future father-in-law to gain my CII Level Diploma in Regulated Financial Planning, which I achieved in the summer of 2023. I joined the Ward Goodman Paraplanning team in Autumn 2023. Before this I worked as a salesman at one of the top Honda motorcycles dealers based in Southampton.
Spending time with my Fiance Emily
Support and follow AFC Bournemouth
Snowboarding
Mountain biking
Motorcycles and Formula One
Walks around the New Forest
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
