Resources

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 There are currently no job vacancies.  

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

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

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

  • The DCC: Uniting Local Charities and Businesses
    April 24, 2014

    Thursday 8th May marks the 3rd Annual Dorset Charity Conference; an event which emphasises the importance of businesses and charities working together. For the third year running, leading Dorset accountancy firm and advisor to the charity sector, Ward Goodman will be hosting the annual Dorset Charity Conference.  The event which seeks to connect local charities […]

  • A Budget for Savers?
    March 19, 2014

    Unlike last year the House of Commons was on its (relatively) best behaviour for today’s budget speech by the Chancellor, George Osborne. He chose to brand this year’s budget as one with ‘support for savers at its heart’. Nevertheless the economy took up the bulk of his speech with positive forecasts which may or may […]

  • Ward Goodman Financial Services adviser receives national recognition for client reviews
    February 21, 2014

    Ward Goodman Financial Services would like to congratulate Matthew Issacs on being named in The Saturday Times as one of the top rated financial advisers in the UK on the popular Independent Financial Adviser (IFA) review website VouchedFor. VouchedFor is an independent website which allows Financial Advisers working in the UK to setup a profile […]

  • Ward Goodman invests in students’ futures
    February 20, 2014

    Ward Goodman, Chartered Accountants and business advisers are delighted to have been awarded a plaque from Bournemouth and Poole College, thanking them for their continuing support of apprenticeships. The company has been working in partnership with the college to provide apprenticeships to students in order to help with the development of its future workforce. Ward […]

  • Ward Goodman holds a successful launch for their brand new Wimborne Office in association with Humphries Kirk
    January 9, 2014

    Dorset-based Chartered Accountants and Financial Advisers, Ward Goodman held a successful Christmas drinks evening for the launch of their exciting new Wimborne office, in association with Humphries Kirk Dorset and Somerset Solicitors, on the 13th of December. The office is conveniently located in Wimborne town centre. The evening was organised to celebrate the launch of […]