Planning Your Financial Future
In today's changing financial climate it is essential to plan your financial future as early as possible. To accommodate the needs of our clients and their businesses we have created Ward Goodman Financial Services Ltd (WGFS).
WGFS is able to provide its clients with effective financial planning and advice because the company has an ideal blend of experienced Independent Financial Advisors (IFA's), Para planners, admin staff and support staff. The value of Ward Goodman Financial Service is further enhanced because all WGFS staff and clients can draw upon the knowledge and experience of Ward Goodman's qualified staff.
Individuals who benefit from Ward Goodman Financial services include:
- Individuals who need a mortgage
- Individuals who want to set up trust fund
- Business owners seeking information on group pension and medical schemes
- Entrepreneurs, investors and business owners who require commercial finance
- Individuals who wish to plan their exit or retirement from an organisation
- Individuals who would like their investments managed
- Individuals who require advice and support in inheritance tax (IHT) matters
- Individuals who require advice and support with self invested personal pension (SIPP's)
- Individuals who require information and advice on the range of WRAP products which are currently available
Financial service
Our principal Financial planning services include:
- Free initial appointment to establishment the Financial planning needs of each client
- Portfolio construction and Wealth management service
- Unlimited access to your Financial adviser
- Priority response service that ensures all emails and calls are returned within 24 hours
- Pension property purchase service
- Proactive advice that ensures clients are made aware of appropriate investment opportunities
- Opportunity to benefit from Ward Goodman’s accountancy and business development services
In addition to Ward Goodman's principal financial advice services all visitors to our website can download for free our financial planning guide and sign up for our free e-financial planning club.
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 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.
3. Join our e-business club to receive e-newletters about financial planning & invites to our free Wealth Management seminars. Click here to subscribe.