resources to help you

Client Factsheets

Client Factsheets Clear and concise factsheets on business and personal issues.

Tax Card

Tax Card Our new Tax Card for 2014 is an easy to read reference guide of the main tax rates for the 2014/2015 tax year. Tax Card 2014<< Click to download If you have any queries regarding this years main tax ...

Latest Job Vacancies

Latest Job Vacancies  Independent Financial Planners Ward Goodman Financial Services are looking to recruit quality Independent Financial Planners to cover its offices and those of its Law Firm JV companies in Dorset, Hampshire and Somerset. Ward Goodman Financial Services is one of Dorset's leading Independent Financial Services Companies. We operate within the same premises as ...

Client Alerts

Client Alerts Important information and advice for clients of Ward Goodman. Our clients alerts section will aim to keep clients informed on any personal or corporate changes that will affect them. Employer pension update Pension auto enrolment Search for income Real time information (RTI) – Are you ready?

Guides & Presentations

Guides & Presentations In this section you will find a number of useful guides and presentations that relate to accountancy, tax & wealth management. Included within this section is a downloadable presentation on the unique client service that wealth management clients receive from Ward Goodman Financial Service. Inheritance tax planning guide by Ward ...

Software and Processes

Software and Processes Illustrated in this section are the principal software and processes that our firm uses in the delivery of its client services. [bulletlist] QUAD Business Builder is a suite of quick and easy-to-use cash-focused diagnostic and financial modelling software that helps build better businesses through better-informed decision-making. Learn more about

Case Studies

Case Studies In this section you will find a number of recent case studies, which illustrate how Ward Goodman have assisted their clients in the various services that they offer. Financial Services Retirement planning case study Simplifying your investments case study Transfer of wealth case study The role of Ward Goodman in ...

Marketing Portfolio

Marketing Portfolio In this section of our website you will see examples of the businesses that Ward Goodman Marketing is providing an outsourced Marketing Manager Service too.


Newsletters Ward Goodman provide a bimonthly e-newsletter to allow businesses & individuals to find out useful news & information relating to business, finance & taxation. Ward Goodman E-newsletter October 2009 Ward Goodman E-newsletter December 2009 Ward Goodman E-Newsletter April 2010 Ward Goodman E-newsletter May 2010 Ward Goodman ...


News Latest news stories about Ward Goodman or news that clients and local businesses may find useful.

Ward Goodman Testimonials

  • I have been asked by the committee of Blandford Rugby Football Club to write to you to express our appreciation for the guidance ...

    J Pentney, Honorary Secretary, Blandford RFC
  • "I met with Dean Pullen from Ward goodman to discuss the most efficient way for guidance for youth to complete and return our annual report ...

    Sam Story – Guidance for Youth
  • Attaining CASC status means a lot to Blandford Rugby Club as it opens up funding opportunities and we can now receive Gift Aid.  This means ...

    Justin Frampton – Chairman Blandford RFC

Ward Goodman News

  • 2015 Budget Report
    March 19, 2015

    ‘To help understand the implications the recent budget will have on individuals and businesses, our in-house expert John Davies has prepared a concise 2015 Budget Report. To view and download please click here: 2015 Budget Report

  • Ward Goodman Autumn Statement Update
    December 3, 2014

    Our in house experts have created a simple summary of George Osborne’s final Autumn Statement before the General Election. Please click below to view and download this useful resource. Ward Goodman Autumn Statement Update

  • Ward Goodman scores high on the pitch
    November 14, 2014

    Leading local business to continue support of Blandford Rugby Club; remaining as the 1st XV official shirt sponsor along with becoming the new sponsors of the club’s goal post protectors. Blandford RFC have welcomed additional sponsorship from Ward Goodman, one of Dorset’s leading Chartered Accountants and Financial Advisers, which has helped pay for the club’s […]

  • Ward Goodman Support Woofability
    October 30, 2014

    Ward Goodman have selected Woofability as their Charity of the Year. A leading Dorset Chartered Accountancy and Financial Services business, Ward Goodman have chosen Woofability, a local organisation in Dorset, as their Charity of the Year. Woofability trains assistance dogs for disabled people and it costs approximately £11,000 per assistance dog. Funding is therefore absolutely […]

  • Landlords to set off on sound financial footing
    October 30, 2014

    Financial Planning, Tax and Structure to be key themes at annual event A leading Dorset Chartered Accountancy and Financial Services business, Ward Goodman, will be helping local landlords to better understand all financial options open to them – as they exhibit at the annual Bournemouth Landlords Exhibition at the Village Hotel on 6th November (12pm-8pm). […]