Guides & Presentations
on accounts and financial planning
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 Goodman Financial Services
- Ward Goodman wealth management client presentation website version
- Ward Goodman wealth management WEB presentation questions to ask when investing
- Gaining cash from the government seminar
- Useful E-marketing design guide from www.emailmovers.com
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
A New Financial Planner for Ward Goodman , Roger Perry.
September 30, 2014
Ward Goodman are welcoming a new financial planner to the company, Roger Perry. Leading Dorset Chartered Accountancy and Financial Services business, Ward Goodman, are pleased to announce the appointment of a new Financial Planner to their team, Roger Perry. Roger joins Ward Goodman after 29 years’ experience in the financial services industry and will be […]
Charities SORP update
August 24, 2014
Charities SORP update Please can we give you some of our time? Over three days in September, our charities expert, Jen Richardson will be running three workshops to address the impact of the latest charities SORP. The sessions will take place between 2pm and 4pm on the 10th, 11th and 12th of September with each […]
Ward Goodman are recruiting
July 22, 2014
Ward Goodman Chartered Accountants are currently recruiting for the position of Audit Senior. The ideal candidate will be a team player, who will be responsible for not only audit but working as an ambassador for Ward Goodman, seeing what other services clients may require and in turn create opportunities for the firm to expand their […]
Success for the 3rd annual Dorset Charity Conference
May 16, 2014
Thursday 8th May marked the 3rd annual Dorset Charity Conference; an event which emphasised the importance of businesses and charities working together. Over 130 attendees visited the Conference, hosted by leading Dorset accountancy firm and adviser to the charity sector, Ward Goodman. The event gave local charities the perfect platform to engage with leading sector […]
Gain full control of your business through Ward Goodman Outsourcing
May 16, 2014
Ward Goodman Outsourcing has experienced substantial growth over recent months. Outsourcing financial and business functions can act as a perfect solution to many businesses that are hit by an unexpected change in management or are struggling to keep control. With a constantly expanding client base, Ward Goodman Outsourcing provides solutions to a variety of different […]