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Client Portal

Your success is our business

We identify your financial issues and our team of highly trained Financial Planners and Accountants in Dorset will provide you with bespoke solutions. Your financial plans could start our conversation…let’s talk.

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About Ward Goodman

Ward Goodman is a leading firm of Financial Planners, Wealth Managers, Accountants, and Tax Advisers in the South of England, offering integrated and holistic services to help clients achieve their financial goals. With offices in Ferndown and Shaftesbury, we proudly support large and small businesses as well as individuals across Dorset with expert financial and accountancy solutions.

PIONEERS OF THIS APPROACH, FIRST IN MARKET.

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Whats New

Find our latest updates and recomended resources

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Is Your Business Protected If Something Happens to You?

Pensioner couple sitting on a sofa discussing their pension arrangements.

Who Will Inherit Your Pension? Why It’s Crucial to Check

What Would Happen If Your Most Important Team Member Left Tomorrow?

An Introduction to Ward Goodman’s EAGERLY Framework

What Are Business Advisory Services?

How to Prepare for the 60% Tax Trap and Reduce Your Effective Tax Rate

What You Need to Know About the Coming Inheritance Tax Changes (April 2026–2027)

Older couple sitting at a table looking at paper documents.

Smart Strategies to Make the Most of Your ISA and Pension Allowances

ward goodman onboarding process.

Ward Goodman has a simple but effective onboarding process making this hassle free for you.

STEP 1

Referral from client, introducer or from website

STEP 2

Initial meeting is arranged at one of our offices and this is without cost or obligation

STEP 3

Meeting held to find as much information as possible and quote sent to client, which contains engagement terms.

STEP 4

Client accepts terms and billing and services automatically set up. Client details put on to our software.

STEP 1

Referral from client, introducer or from website

STEP 2

Initial meeting is arranged at one of our offices and this is without cost or obligation

STEP 3

Meeting held to find as much information as possible and quote sent to client, which contains engagement terms.

STEP 4

Client accepts terms and billing and services automatically set up. Client details put on to our software.

Keep up to date with all things Ward Goodman

Take a look at our latest events, news posts and our activity in the local community.

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NEWS
Ward Goodman News is your trusted source for timely updates across business, finance, and lifestyle. As leading Dorset accountants, we provide valuable insights to help you make informed decisions for your life and business.
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RESOURCES 

Ward Goodman, a trusted team of accountants in Dorset, has expanded our range of resources to offer an even broader selection of premium tools. Our latest collection provides reliable and relevant information, ensuring users have access to high-quality resources to support their needs.

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EVENTS 

At Ward Goodman, we are committed to supporting our local community and businesses. We recognise their vital role in our success and actively seek ways to give back. Stay connected and be part of the Ward Goodman community.

Why Work With Our Accountancy Firm?

Tailored services to suit client goals

Regular communication with clients taking their businesses forward

Services tailored to maximise profit and minimise tax for clients.

Ward Goodman offers the benefit of fully integrated advice provided by one trusted source

Hear What Our Clients Have To Say

Ward Goodman is committed to delivering exceptional service, consistently exceeding expectations to support and satisfy our clients.

Leave us a review
☆☆☆☆☆ 5.0/5

AMS has relied on Ward Goodman for our annual company accounts audit for a number of years. The team has consistently shown exceptional professionalism, working seamlessly with our staff to ensure a smooth audit process without any disruption to our operations. Their deep understanding of our business enables them to provide valuable expert guidance. We look forward to maintaining our partnership with Ward Goodman for future audits.

Stuart Mariner
,Head of Commercial
☆☆☆☆☆ 5.0/5

Double H has been a long-standing client of Ward Goodman, benefiting primarily from their comprehensive audit and corporate tax services. The team we work with consistently demonstrates a deep understanding of our business, providing knowledge and professional guidance.

Matthew Thorne
Double H Nurseries Ltd.
☆☆☆☆☆ 5.0/5

After many years of working with our previous accountants, we recently transitioned to Ward Goodman due to changes in our needs. The teams at Ward Goodman has been exceptionally professional and efficient, helping us enhance our audit planning processes. Their proactive approach and clear communication have significantly streamlined this process, allowing us to focus on what we do best. This has been a positive and valuable change for our organisation and we look forward to working with them for many years to come.

Phil Rushton
Locators LTD
☆☆☆☆☆ 5.0/5

Davina does a great job and has done for the many years that she has worked on our account

Gavin at Codified Legal
☆☆☆☆☆ 5.0/5
A good accountant should be a long term relationship for client and business, and I look forward to many more years working with Ward Goodman.
Private Client – Testimonial
☆☆☆☆☆ 5.0/5
@wardgoodmanltd Thank you @rodd_ian was dreading the business consultation but you made it painless and fun – got my brain switched on!
Health Products Retailer
☆☆☆☆☆ 5.0/5
\”Many thanks for sorting out the accounts and the best options for my business. I have been really impressed with the personal service your company has offered, and the way you have personally dealt with my accounts and concerns.\”
Private Client Testimonials
☆☆☆☆☆ 5.0/5
Many thanks for getting our P11D’s done despite my best efforts to leave you with no time !!
Local Manufacturing Company
☆☆☆☆☆ 5.0/5
The Ward Goodman tax team are always most helpful and proactive. They have provided invaluable support to me in specialist areas of the tax legislation.
Private Client Testimonial
☆☆☆☆☆ 5.0/5
Many thanks for all your help and advice and for looking after us in the excellent way that you do without which we would be at a complete loss.
Bournemouth Client

Stay Connected with Ward Goodman on LinkedIn

Discover the latest updates, insights, and success stories from our professional community. Follow us on LinkedIn to stay informed about our services, events, and industry news.

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Ward Goodman Resources

Explore the latest Financial News here from Ward Goodman.

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Money Talk | Who will inherit your pension? Find out now!

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Money Talks | Planning Financial Success For Business Owners And Directors

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WGFS Guide to Planning Financial Success For Business Owners and Directors

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WGFS guide to preserving wealth - March 2025

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Money Talks | Maximising the end of UK Tax Year 24/25

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Ward Goodman Tax Briefs 2025 - 2026

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10 Reasons to work with an Independent Financial Adviser

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Money Talks: Guide to January 2025 New Year Financial Strategies for a Brighter Future

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Money Talks: Start 2025 with a New Year's Wealth Check

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Statutory Residence Test Flowchart

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Ward Goodman's Guide to Building Wealth

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Guide To Planning and Preparing for Retirement

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When was the last time you had a financial review? Are you on track for your financial goals?

get in touch

When was the last time you had a financial review? Are you on track for your financial goals?

get in touch
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Ward Goodman is registered with the Institute of Chartered Accountants in England & Wales – registration number C002787945 and is regulated as a Registered Auditor in the UK. The audit practice is also registered with the Public Company Accounting Oversight Board to carry out audits of US subsidiaries located in the UK. Our accountancy and taxation professionals are registered as individuals with one or more of the following: Institute of Chartered Accountants in England & Wales, Association of Chartered Certified Accountants, Chartered Institute of Taxation, Association of Accounting Technicians, Association of Taxation Technicians and Society of Trust and Estate Practitioners. Ward Goodman Financial Services Limited is authorised and regulated by the Financial Conduct Authority. We are entered on the FCA register No 221867. The Financial Conduct Authority does not regulate taxation and trust advice. Company registration in England No 4494861. A summary of our internal procedures for the reasonable and prompt handling of complaints is available on request and if you cannot settle your complaint with us, you may be entitled to refer it to the Financial Ombudsman Service at https://www.financial-ombudsman.org.uk/ or by contacting them on 0800 0234 567

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