Private Clients
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.”
Services We Offer
We offer a personal tax service that ensures that the individual completes their tax return correctly and makes the most of their tax saving opportunities. The financial services include protecting, growing and investing your wealth.
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.
Trustee Services
The duties and responsibilities of being a trustee are considerable. We provide a fully independent and impartial trustee service.
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.
Tax planning at Ward Goodman means assessing individuals’ circumstances, using legislation and looking forward in order to take advantage of changes.
The ability to offer a comprehensive service with integrated tax and financial planning gives clients the opportunity to plan their financial and tax affairs and make the most of their financial resources. Using experts to create and refine a financial plan gives clarity of outcome and leaves less to chance.
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.
