Financial Services
We are pleased to introduce our bespoke Financial Services company. This service has been available for Ward Goodman clients from within the accountancy practice since 1998 and as a result of it’s growth and success we felt it was the right time to separate the venture into its own limited company in April 2003.
The partners of Ward Goodman Chartered Accountants are shareholders and directors in Ward Goodman Financial Services Limited, together with Simon Willcox our Financial Services Manager, which ensures both continuity for our clients and the same quality of service standards.
A number of years ago we felt that it was important to offer financial advice in areas such as investments and pensions as they often dovetailed into the corporate advice that we were giving through the accountancy practice.
We did not want to use a third party for this advice because we wanted to control the standards. We therefore created a Financial Services department with a difference.
- The advisers would be salaried and not driven by commissions.
- We would recruit highly qualified advisers to cover specific areas so as to ensure high quality advice at all times.
- We would retain control of the advice our clients were being given by overseeing the process at all times.
- With all the advice being under one roof and the Accountancy and Financial Services practices liaising with each other throughout the advisory process a more holistic approach to financial planning could be achieved which would considerably benefit the client.
The advisers specialise in offering independent advice in the following areas :
- Pensions
- Investments
- Tax Mitigation & Inheritance Tax Planning
- Protection
- Mortgages & Commercial Finance
- Long Term Care and Care Home Fees Planning
Ward Goodman Financial Services Limited is authorised and regulated by the Financial Services Authority.