Individuals

Financial Planning for Individuals

Life is like riding a bicycle. To keep your balance, you must keep moving.
– Albert Einstein

Rather like life, financial planning is not an exact science. Therefore, you must ensure you have the flexibility to change and have a trusted financial partner to help you meet your lifetime goals.

We are very proud of our truly independent status, as this allows us to provide the most appropriate advice to our clients and to always act in their best interests (see our Ward Goodman Financial Services Client Charter).

During your lifetime, there are many changes which will affect your financial situation and needs. A rise in income level, variations in spending patterns, concern for the family and retirement plans are some of the issues which may impact your lifestyle. If you do not plan ahead, these can have everlasting implications.

We acknowledge each individual has specific financial goals and we have designed different services for each stage of your life cycle.

Financial Lifecycle diagram

We have a strong heritage of working with other professional advisers as we are part of the Ward Goodman Chartered Accountants Group and we provide financial planning advice to the clients of leading law firms in Dorset through formal joint venture arrangements. This allows us to work on a multi-family office basis, providing advice to different generations and co-ordinating a variety of services including investment portfolio management, tax and estate planning, risk management and trusteeship (Trustee Service Information Sheet).

The starting point is what we call our discovery process. For information on how we can help you reach your financial goals, call us on 01202 875900.

MEET OUR FINANCIAL SERVICES EXPERTS

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Alex Foster

Chartered Financial Planner

Financial Services

Direct Dial: 07824 151 494

Email

Gareth-Simon-Director

Gareth Simon

Director

Financial Services

Direct Dial: 07918 745 133

Email