AI Policy Statement

Ward Goodman uses AI responsibly, guided by our EPIC values to ensure transparency, trust and a human-centred approach in all our work.

Rated 5 out of 5

Helpful in every way, giving peace of mind to any concern’s or questions regarding personal tax issues, and investments. A very professional team, would highly recommend them.

Paul Collins

Rated 5 out of 5

I’d like to send my appreciation to Adrian for laying out some excellent advice in a preliminary, no commitment required chat. I found their use of language and broad understanding very insightful with my circumstances. Would highly recommend

Bobby Duncan

Rated 5 out of 5

I have been a client of Ward Goodman since 2010. They have provided superb service and advice throughout. They guided me through company establishment and funding routes and provided Payroll services and company accounts over this period.

Andrew Lawton

Rated 5 out of 5

I have delt with Ward Goodman for over 8 years and they have always been exemplary. Easy to deal with and always responsive. I would recomend their services to any buisness.

Mike Suthers

Ward Goodman AI Policy Statement

At Ward Goodman we strive to our current values of being EPIC.

This new chapter is about combining trusted expertise with fresh energy, ensuring Ward Goodman remains as relevant and impactful in the next 70 years as we have been in the last.

We want to set out our values in the use of AI as a business, to our Clients, Strategic Partners, Prospects and Contractors. Our use of AI at Ward Goodman is based on 4 key principles:

#1 Being EPIC

Ensuring we make use of new technology innovations like AI to enable us to be Exceptional, Proactive, Innovative and Collaborative at all times. Our use of AI, and this AI statement will be continually reviewed to ensure it meets the needs of our clients, partners and team.

#2 Peace of Mind and Trust

At all times we will ensure we are following best practice from industry and governing bodies in our use of AI to maintain client peace of mind and trust. We do this by having documented checks and procedures to ensure our use of AI benefits the customer, is accurate, free from bias and harm.

#3 Transparency

At all times we will be collaborative and transparent in how and where we will, and will not use, AI to improve our service to you. Any use of AI will be consistent with our commitment to safety and security of your data, our obligations under GDPR and work in accordance with our Privacy Policy. Additionally we will follow any guidance from our regulators.

#4 Human Centred

We believe it is important to maintain human connections with our clients and our use of AI tools should support our promises as set out in our Client Charter.

We want to enable our team to be EPIC through proactive training and development to work with AI to have more time on value added tasks.

Examples of our use of AI might include:

Using AI tools to transcribe meeting notes for consistency and accuracy
Marketing purposes such as blogs, case studies and social content
Summarising initial research

And will not include:

Formulate or provide advice
Make client decisions or replace human judgment
Process or share personal data without consent
Compromise confidentiality, ethics, or regulatory compliance

Hear What Our Clients Have To Say

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

Rated 5 out of 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

Rated 5 out of 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.

Rated 5 out of 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

Rated 5 out of 5

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

Gavin at Codified Legal

Rated 5 out of 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

Rated 5 out of 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

Rated 5 out of 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

Rated 5 out of 5

Many thanks for getting our P11D’s done despite my best efforts to leave you with no time !!

Local Manufacturing Company

Rated 5 out of 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

Rated 5 out of 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

Whether you’re planning ahead, seeking clarity, or simply want reassurance that you’re on the right path, our team of experienced financial professionals are ready to help. With over 40 years of experience, Ward Goodman has been trusted by individuals and businesses across Dorset and throughout the UK to deliver reliable advice and lasting value.

Contact our team today for a no-obligation meeting at one of our offices.

AI Policy Statement

Ward Goodman AI Policy Statement

#1 Being EPIC

#2 Peace of Mind and Trust

#3 Transparency

#4 Human Centred

Hear What Our Clients Have To Say

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