Private Client Service
Our private client service combines the expertise of our taxation and trusts team with comprehensive personal financial planning.
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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.
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”
Davina does a great job and has done for the many years that she has worked on our account
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.