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Financial Planning

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.

5/5

5/5

50+ 5-star reviews from clients

Financial Planning

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.

“Independent financial advice is essential to ensure your short and long term financial security“

Ward Goodman

Services We Offer

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.

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.

Trust 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.

The value of financial advice

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 thoughtthrough financial plan can make a positive difference, throughout your life – no matter what stage you’re at.

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

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.

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.

Need a Financial Advice? We Offer Professional Assistance Only!

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