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”

Services We Offer

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.

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Businesses

Business growth is not just about increasing business activity and making greater profits. It’s also about maximising the investments you make with those profits and securing the successful continuity of the business.

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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.

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Individual and Family Protection

Protecting your family or business against life makes good financial sense. Whatever the circumstances, we at Ward Goodman can help.

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Retirement Funding and Review

Retirement funding and review service – the significant pension changes over recent years means greater flexibility and offer planning opportunities.

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Trusts and Trustees

The Trustee Act 2000 obliges Trustees to ensure Trust assets are invested appropriately, tax efficiently and regularly reviewed. As the Trustee, it is your regulatory responsibility to seek professional advice and create an Investment Policy Statement aligned to the Trust objectives. 

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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.

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Financial planning

Investors are comfortable with the professionalism of the financial advisors and the quality of their financial planning and independent investment advice.

The financial advisers are well trained and experienced in providing the highest quality advice to individuals, companies and organisations. They have access to the whole market and are supported by a team of tax advisers. This means that they can provide individual and bespoke financial solutions.

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Head of Financial Planning

Gareth Simon is a Director of Ward Goodman and highly qualified financial planner and investment adviser.

Gareth heads up one of the leading teams of independent financial advisers based in Dorset. Respected and in demand, the WGFS financial planners work across all areas of protection, pensions and investments. Advisers have their own specialism but work as a team to provide solutions for clients across the whole firm.

More about Gareth

Gareth Simon - Director at Ward Goodman

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.




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