Financial Advisors
- Expert team
- 5-star service
- Dorset-based financial advisors for small, medium, and large businesses
Financial Advice & Planning Services
Ward Goodman has been offering trusted financial planning services for decades to meet your financial goals. Ward Goodman offers a range of business services including accounting and financial reporting, audit, corporate taxation and financial management. We work with small local business through to large corporates, groups and subsidiaries of global enterprises.
How Our Financial Advisors Can Help
Your Ward Goodman financial planner will be your guide to help you achieve your financial goals. Whether you are looking at growing and investing your wealth or protecting your family or business we can advise and use whole-of-market solutions. We also provide specialist tax advice and management to support your plans.
Ward Goodman offers a range of business services including accounting and financial reporting, audit, corporate taxation and financial management. We work with small local businesses through to large corporates, groups and subsidiaries of global enterprises.
Investment Planning
The success of any financial plan revolves around the quality of the investment strategy that is adopted. Our skilled planners can help you.
Long-Term Care Planning
Look after yourself and loved ones – We can help you understand how to optimise your financial resources when planning your care needs.
Trusts and Trustees
Ward Goodman Cloud is our way of offering accountancy services to clients utilising cloud software. By making processing more efficient.
Property Finance
Whether you’re a first time buyer or have a portfolio of property, our advisors can help reduce your costs. Learn more about our property finance services.
Hear What Our Clients Have To Say
Ward Goodman consistently delivers exceptional service, exceeding the expectations of our valued tax planning service clients.
Frequently Asked Quetions
Throughout our lives, we are all likely to face the need to make 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.
Is it worth paying for a financial advisor?
We believe expert financial guidance outweighs the cost. Our advisors offer personalized strategies for your goals, from maximizing returns to securing retirement. Despite a fee, the long-term security and peace of mind from professional advice are invaluable.
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 Advise & 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.
Xero Certified
AAT Qualified
Xero Certified
ICAEW Membership
Partnerships
Experienced Financial Advisors
Ward Goodman’s dedication to excellence is embodied through our team of helpful experts:
Davina Seymour
Bookkeeper
Torie Freestone
Trainee Client Services Manager
Anthony Boni
Trainee Client Services Manager
Other Services You May Be Interested In
We can provide a quote for a valuation report which will be based on our understanding of the degree of skill involved
We provide outsourced financial management services covering a range of roles required by charities of all sizes.
If you are running a business, you will be involved with a wide range of taxation obligations.
