Financial Advisory Services
- Expert team
- 5-star service
- Financial Advisory Services for local and national businesses and individuals
Ward Goodman’s Financial Advisory Services
Throughout our lives, we are all likely to face the need to take financial decisions that can have a major impact on our wealth. Whether you’re buying your first home, becoming a parent for the first time, investing for the future, or about to retire – a carefully thought- through financial plan can make a positive difference, throughout your life – no matter what stage you’re at.
You might think professional financial advice is only necessary when it comes to complex investments or pension planning, but even a seemingly straightforward financial goal could involve numerous decisions and a range of different products and providers.
Getting into the habit of meeting with us regularly to update your objectives and any changes in your personal circumstances which may affect your finances, such as buying a house, losing your job or receiving an inheritance, is essential. We will devise a strategy and asset allocation which complements your investment goals.Where necessary, we will take action to rebalance your portfolio.
Failure to rebalance after a good run in performance, could leave your portfolio with a risk level that is inconsistent with your strategy.
How Our Expert Financial Advisors Can Help
For over two decades, Ward Goodman has provided robust financial advice to our valued clients, prioritizing a deep understanding of your specific needs.
Financial Accuracy
Ensuring accuracy and reliability of their financial statements crucial for decision-making, compliance with regulations, and building trust with stakeholders.
Identifying Efficiency Gaps
Evaluating financial processes, internal controls, and risk management practices to help mitigate financial risks.
Compliance & Risk Management
Financial advice to help clients stay compliant with accounting standards, tax regulations, and other legal requirements
Strategic Decision-Making
Insights and data that support strategic decision-making, investment planning, and other business initiatives.
Hear What Our Clients Have To Say
Ward Goodman consistently exceeds the expectations of our valued clients by delivering exceptional service.
Frequently Asked Quetions
Common questions about Ward Goodman’s financial advisory services
What does a financial advisor do, and how can they help individuals and businesses with their financial goals?
Financial advisors provide personalized guidance and advice on financial goals, investment strategies, retirement planning, tax optimisation, estate planning, wealth management, and risk management to individuals and businesses.
What qualifications and certifications should I look for when choosing a financial advisor in the UK?
When choosing a financial advisor in the UK, individuals should look for qualifications such as Chartered Financial Planner (CFP), Certified Financial Planner (CFP), or Chartered Financial Analyst (CFA), along with relevant experience, expertise, and a fiduciary duty to act in clients’ best interests.
How do financial advisors charge for their services, and what are the typical fees and payment structures?
Financial advisors typically charge for their services based on a fee-only, fee-based, or commission-based structure. Fees can vary depending on services rendered, complexity, assets under management, and ongoing advisory support.
Can financial advisors provide guidance on specific areas such as retirement planning, investment strategies, tax planning, and estate planning?
Financial advisors can provide guidance on specific areas such as retirement planning, investment strategies, tax planning, estate planning, risk management, insurance solutions, and charitable giving, tailored to clients’ financial needs, objectives, and preferences.
The Process
A hassle-free onboarding 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 team 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 service possible through continuous improvement and focus on doing things right the first time.
Experienced Audit Experts
Our Dorset-based team can advise and support any size of business locally or nationwide
Customised Audit Solutions
Flexible, bespoke service covering all aspects of financial auditing services.
Access to a Full Team of Finance Experts
From our Pension Advisors to independent Financial Planners.
Our Awards and Accreditations
Ward Goodman’s excellent in accounting and financial advisory services is validated by notable awards and accreditations within the UK financial industry.
Xero Certified
Ward Goodman’s excellent in accounting and tax services is validated by notable awards and accreditations within the UK financial industry.
AAT Qualified
Xero Certified
ICAEW Membership
Partnerships
Experienced Auditing Experts
Ward Goodman’s dedication to excellence is embodied through our team of helpful experts:
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