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Private Client Service

Our private client service combines the expertise of our taxation and trusts team with comprehensive personal financial planning.

5/5

5/5

50+ 5-star reviews from clients

Private Client

Our private client service combines the expertise of our taxation and trusts team with comprehensive personal financial planning.

From preparing a tax return to complex investment strategies, our advice is totally independent and is based on our access to the whole market to find the best products and services to meet your personal financial needs and aspirations.

“For the individual who needs help with personal taxation and financial planning.“

Ward Goodman

Services We Offer

Business owners are able to call on this diverse expertise and support through a personalised director and manager relationship.

Tax Services for Private Clients

We provide a wide ranging tax compliance to support our clients, either on a routine basis or on an ad hoc project basis. The world of tax compliance changes constantly.

Trust Review

The Trustee Act 2000 obliges Trustees to ensure Trust assets are invested appropriately, tax efficiently and regularly reviewed. Learn more about our Trust review service at Ward Goodman.

Financial Planning

We provide independent financial advice to a wide range of clients which includes private individuals, businesses and trustees.

Private Client Testimonials

“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.”

“We are hugely grateful to you for what you have done and can’t begin to thank you enough for all your patience, wise council, good humour and support”

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

Head of Private Client

Alex Foster is the Director leading the team in advising clients on their personal financial and tax planning.

As a Chartered Financial Planner, Alex also works within the team of specialist tax and financial planning professionals that provide the truly integrated solutions, having taken a holistic view of individual and family finances. Providing you with the peace of mind that the whole of your financial objectives and needs are met.

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.

Need a Financial Advice? We Offer Professional Assistance Only!

Client Portal