Investment Planning Services
Ward Goodman combines deep tax-insight and a client-first approach to build investment strategies that are as unique as your goals.
- Experienced team of fully qualified and highly experienced investment planners
- Free, no-obligation meeting at one of our Dorset offices or online
- Strategic investment planning tailored to your financial goals
Grow and Protect Your Wealth with Expert Investment Planning
At Ward Goodman, we understand that building and preserving wealth requires careful planning. Our investment planning services are tailored to help you maximise returns while managing risk. Whether you are looking to grow your wealth, generate income, or ensure tax efficiency, our expert financial planners will guide you through every step.
Effective investment planning starts with understanding your financial goals. Whether you’re preparing for retirement, funding education, or seeking long-term growth, our team ensures your investments align with your objectives and risk tolerance. We provide independent advice, selecting from the whole market to create a diversified and structured investment strategy that meets your needs.
Our approach is built on experience, research, and a commitment to delivering results. We help you navigate complex financial markets, ensuring your investments are structured efficiently and optimised for long-term success.
We provide investment planning services to clients across the UK, with offices in Ferndown and Shaftesbury. Our Dorset presence means we’re available for face-to-face meetings, while also offering remote consultations nationwide – ensuring you receive tailored investment advice that supports your personal and family financial goals.
Meet Our Investment Planners
At Ward Goodman, our investment planners are dedicated to providing bespoke services, ensuring your financial objectives are achieved with professionalism and assurance.
Our Investment Planning Services
Maximising ISA Allowances
Make the most of your annual ISA allowance to grow your investments tax-efficiently. We help you structure your portfolio to maximise returns within the tax-free limits.
Tax-Efficient Investment Strategies
We provide expert advice on minimising tax liabilities while optimising investment returns. From capital gains tax planning to tax-advantaged investment schemes, we help you keep more of your wealth.
Creating Higher Levels of Investment Income
For those seeking regular income from their investments, we design income-generating portfolios tailored to your needs. Whether through dividend-paying stocks, bonds, or other investment vehicles, we focus on strategies that align with your goals.
School Fees Planning / Education Funding
Planning ahead for education expenses is crucial. We help you establish structured investment plans to fund school and university fees, ensuring financial security for your family.
Frequently Asked Questions
Discover some of the most common questions our clients ask about our investment planning services.
What is investment planning, and why is it important?
Investment planning is the process of allocating your money across suitable investments to reach your financial goals. It matters because it helps grow wealth, manage risk, and build long-term financial security.
How do you determine the right investment strategy for me?
We assess your goals, timeframe, and risk tolerance, then build a diversified plan that matches your objectives. Your strategy evolves through ongoing reviews as markets and personal circumstances change.
What types of investments do you offer?
We recommend a broad range of assets – such as funds, equities, bonds, and cash – alongside tax-efficient wrappers like ISAs. Recommendations are tailored to your needs, risk profile, and time horizon.
How often will my investment portfolio be reviewed?
Portfolios are reviewed regularly – at least annually and after major life or market changes – to keep your asset mix aligned with your goals and risk tolerance.
What are the risks associated with investing, and how do you manage them?
All investing involves risk, including market volatility and potential losses. We manage risk through diversification, appropriate asset allocation, and periodic rebalancing aligned to your risk level.
How do you manage investments during market downturns?
We focus on long-term goals, maintain diversified allocations, and rebalance when appropriate. Emotional decisions are avoided in favour of a disciplined, evidence-based approach.
What is the difference between active and passive investing?
Active funds aim to outperform the market via manager decisions; passive funds track an index at lower cost. Many investors use a blend to balance cost, control, and potential outperformance.
What does ESG investing mean?
ESG investing considers Environmental, Social, and Governance factors alongside financial returns. It can help align portfolios with your values while managing certain long-term risks.
How is investing taxed in the UK?
Tax depends on the account and asset type. ISAs shelter income and gains; outside wrappers, dividends and capital gains may be taxable above annual allowances. Personal advice ensures efficiency.
Do you have a minimum investment amount?
Minimums vary by service and product. We will confirm suitability and minimum amounts during your initial consultation.
How often is my portfolio rebalanced?
We rebalance on a scheduled basis or when allocations drift beyond set thresholds, helping keep risk and return in line with your plan.
What are your fees for investment advice?
Fees depend on the service level and portfolio size. We provide transparent, written fees before any commitment.
How Our Investment Planners Can Help
Expert Financial Guidance
Our financial planners provide expert guidance to help you make informed investment decisions. We take the time to understand your financial situation, risk appetite, and future objectives before crafting a personalised investment strategy.
Comprehensive Investment Solutions
We offer a wide range of investment solutions, including tax-efficient investment strategies, ISA maximisation, and income-generating portfolios. By focusing on diversification and risk management, we help safeguard your wealth while optimising returns.
Ongoing Portfolio Reviews
At Ward Goodman, we also provide ongoing reviews to ensure your investment portfolio remains aligned with your goals and adapts to changing market conditions.
Transparent Approach & Expert Insights
Our transparent approach ensures you stay in control while benefiting from expert financial insights.
The Process
Initial referral or inquiry
Whether you’ve been referred or inquired yourself, our team will reach out to you in a timely manner
Free consultation
We offer a no-cost, no-obligation meeting at one of our offices, or over the phone
Quote and setup
We’ll provide you with a tailored quote and when you’re ready, our tax advisors will begin services
Book a Meeting
If you would like to discuss further, please book a meeting with an experienced member of our team. Simply let us know when’s best for you and we will get in touch to arrange a suitable time.
Why Choose Ward Goodman?
Client satisfaction is paramount to us. We have a broad range of clients, and we endeavour to offer them the best tax planning service possible through continuous improvement and focus on doing things right the first time.
Experienced Advisors & Accountants
Our Dorset-based team can advise and support any size of business locally or nationwide.
Bespoke Financial Advice & Tax Planning Service Packages
Flexible, bespoke service covering all aspects of tax planning.
Access to a Full Team of Finance Experts
From our Financial Advisors to Pension Advisors.
Our Awards and Accreditations
Ward Goodman’s excellence in accounting and tax advice is validated by notable awards and accreditations within the UK financial industry.
AAT Qualified
Xero Certified
ICAEW Membership
Partnerships
Other Services You May Be Interested In
Expert guidance on setting up and managing trusts, ensuring they are structured correctly to provide tax efficiency, asset protection, and financial security.
Our pension and retirement planning services are designed to help you secure a comfortable and financially stable future.
We help individuals and families navigate the complexities of funding care, ensuring your financial resources are structured efficiently to meet future needs.
We provide expert financial advice to help you secure the most suitable and cost-effective finance solutions for your property goals.
