Welcome to ward goodman financial planning and wealth management services
We are professional IFA's who provide independent financial advice, wealth management and retirement planning throughout Bournemouth, Wimborne, Dorset and Hampshire.
Introduction to the ward goodman financial planning and wealth management services
ward goodman's financial services (WGFS) department was formed in 1999 to accommodate the financial planning needs of Ward Goodman's clients. The department has continually grown and now advises hundreds of individuals from Dorset and Hampshire on ways to secure their financial future.
WGFS range of services is further enhanced by a unique relationship with ward goodman Ltd (WG). The association ensures WGFS clients can receive advice and information on a range of subjects from WG's certified accountants and business experts.
Examples of the subjects that WG's qualified staff can advise upon and assistance include tax, audits, HR, IT, marketing, starting a business, business growth.
Types of people that can benefit from our financial advice, retirement planning and wealth management services:
- Individuals who require help in buying a house or arranging a mortgage. Click here to visit our financial services website.
- Individuals wishing to set up a trust fund for their loved ones. Click here for more info.
- Business owners seeking information on group pension and medical schemes. Click here to visit our financial services website.
- Entrepreneurs, investors and business owners who are seeking commercial finance. Click here to visit our financial services website.
- Individuals who wish to plan their exit or retirement strategy from an organization. Click here ot visit our financial services website.
- Individuals who are wishing to make or have their investments managed. Click here to visit our financial services website.
- Individuals who require advice and support in inheritance tax (IHT) matters. Click here to visit our financial services website.
- Individuals who require advice and support with self invested personal pension (SIPP's). Click here to visit our financial services website.
- Individuals who require information and advice on the range of WRAP products which are currently available. Click here to visit our financial services website.
Financial planning and wealth management services that ward goodman provide:
Our principal financial planning and wealth management services include:
- Free downloadable guide of the most popular Financial planning products
- Free initial appointment to establishment the Financial planning needs of each client
- Free Financial planning e-newsletter containing useful information on subjects such as:
- Financial services and Wealth management news
- Pensions & medical cover
- Hot investment opportunities
- Understanding Inheritance Tax (IHT)
- Portfolio construction and Wealth management service
- Unlimited access to your Financial adviser (IFA)
- Priority response service that ensures all emails and calls are returned within 24 hours
- Pension property purchase service
- Proactive advice that ensure clients are made aware of appropriate investment opportunities and wealth management developments.
- Opportunity to benefit from Ward Goodman's accountancy and business development services
Financial services and wealth management links:
Financial services and wealth management case studies (Downloadable):
Would you like our help with planning your financial future?
If the answer is yes please call 01202 875900 and contact one of our Financial planning and Wealth Management specialists or click on one of the below links:
1. To find out more about Ward Goodman's unique financial planning service please click here.
2. Download our free most popular financial planning products information pack. Click here to subscribe.
Thanks for visiting our financial services and wealth management page