At Ward Goodman, our investment planning services help you grow and protect your wealth through carefully structured, risk-aware strategies. Whether your aim is long-term growth, income generation, or tax efficiency, our financial planners provide clear, independent advice at every stage.
We start by understanding your goals, timeframes, and attitude to risk, ensuring your investments are aligned with what you want to achieve. Using whole-of-market access, we build diversified investment strategies designed to support objectives such as retirement planning, education funding, and long-term wealth preservation.
We work with clients across the UK, with offices in Ferndown and Shaftesbury. You can meet us in person in Dorset or access tailored investment advice through remote consultations nationwide.
Our financial planners provide expert guidance to help you make informed investment decisions with confidence. We take the time to understand your financial position, risk appetite and long-term objectives before creating a tailored investment strategy designed around your goals.
We offer a comprehensive range of investment solutions, including tax-efficient strategies, ISA maximisation and income-generating portfolios. With a strong focus on diversification and risk management, we aim to protect your wealth while optimising returns. Through regular portfolio reviews and a transparent approach, we ensure your investments remain aligned with your objectives and evolving market conditions, while keeping you fully informed every step of the way.
A tailored investment plan built around your financial goals, time horizon and attitude to risk.
Make the most of ISAs, pensions and other tax-efficient wrappers to maximise returns and minimise unnecessary tax.
Carefully constructed portfolios designed to spread risk and enhance long-term stability.
Flexible strategies focused on generating reliable income, capital growth, or a balance of both.
Regular portfolio reviews to ensure your investments remain aligned with your goals and changing market conditions.
Straightforward guidance and expert insights so you always understand where your money is invested and why.
Ward Goodman’s excellence in accounting services is validated by notable awards and accreditations within the UK financial industry.
Ward Goodman was honoured with the prestigious Accounting Excellence Award,
We are accredited by the Association of Chartered Certified Accountants (ACCA)
Ward Goodman proudly holds membership with the Institute of Chartered Accountants
As a distinguished Partner, we utilise cutting-edge technology
Join Ward Goodman and experience the benefits of our pioneering approach in financial planning, wealth management, accounting, and tax advisory.
Ward Goodman has a simple but effective onboarding process making this hassle free for you. At Ward Goodman we can deal with any existing advisers to help with a smooth transition
Reach out through referrals, introducers, or our website.
We offer a no-cost, no-obligation meeting at one of our offices.
Provide necessary details, receive a quote, and initiate services upon acceptance.
If you would like to discuss your accounting requirements 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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
Minimums vary by service and product. We will confirm suitability and minimum amounts during your initial consultation.
We rebalance on a scheduled basis or when allocations drift beyond set thresholds, helping keep risk and return in line with your plan.
Fees depend on the service level and portfolio size. We provide transparent, written fees before any commitment.
