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Long Term Care Planning

Ward Goodman Longterm Care Planning

What is Longterm Care Planning?

We can help you understand The Care Act 2014 and how to optimise your financial resources when planning your care needs.

Our advisers will consider the specialist products that are available and if appropriate, the release of capital locked into your home (equity release) to help pay for the costs of care.

Key Services

Care Home Fees Planning

Income Generations

Savings and investment advice

why longterm care planning benefits you

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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.

Hear What Our Clients Have To Say

Ward Goodman has delivered exceptional service and exceeded expectations in their efforts to satisfy and support their client.

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

Hear What Our Clients Have To Say

Ward Goodman has delivered exceptional service and exceeded expectations in their efforts to satisfy and support their client.

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

Meet our Team of Experts

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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