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The Value of Financial Advice

From buying your first home to preparing for retirement, the right financial plan can make all the difference. With expert guidance behind you, those big life decisions feel less daunting and far more rewarding.

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50+ 5-star reviews from clients

☆☆☆☆☆ 5/5
Helpful in every way, giving peace of mind to any concern’s or questions regarding personal tax issues, and investments. A very professional team, would highly recommend them.

Paul Collins

☆☆☆☆☆ 5/5

I’d like to send my appreciation to Adrian for laying out some excellent advice in a preliminary, no commitment required chat. I found their use of language and broad understanding very insightful with my circumstances. Would highly recommend

Bobby Duncan

☆☆☆☆☆ 5/5
I have been a client of Ward Goodman since 2010. They have provided superb service and advice throughout. They guided me through company establishment and funding routes and provided Payroll services and company accounts over this period.
Andrew Lawton
☆☆☆☆☆ 5/5

I have delt with Ward Goodman for over 8 years and they have always been exemplary. Easy to deal with and always responsive. I would recomend their services to any buisness.

Mike Suthers
A couple getting financial advice from a female adviser.
Young couple speaking with a financial adviser looking at a laptop.

Clarity and Confidence in Every Decision

At Ward Goodman, we believe financial advice is about more than numbers. It’s about giving you the confidence to make decisions, the clarity to see the bigger picture, and the support to stay on track.

Our Purpose: To help you protect what matters most and build towards the future you want, whether that’s for your family, your business, or yourself.

Our Approach: We create tailored plans that transform ambitions into achievable outcomes. Financial success rarely happens by accident – it happens with careful planning.

The Value We Bring

Informed Choices: Independent, professional guidance that helps you weigh up your options and make decisions with real confidence and clarity.

Moving Towards Your Goals: Bespoke strategies designed to steadily bring long-term objectives within reach and keep you on track along the way.

Smoother Finances: We simplify and organise your finances, giving you a clearer picture of where you stand today and greater confidence in your future planning.

Freedom to Live: With reliable plans in place, you gain more time and headspace to enjoy the things in life that truly matter.

Couple getting financial advice while looking at a laptop computer.
Older couple having a special moment together laughing and smiling.

Advice for Every Stage of Life

Financial planning isn’t only for complex investments or pensions. Even everyday milestones – buying a house, starting a family, or saving for the future – come with important decisions. At Ward Goodman, we’re here to guide you through them all.

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Why It Matters

Studies consistently show that those who seek financial advice are better off in the long run. They build more wealth, save more efficiently, and enjoy greater financial security in retirement. But beyond the figures, there’s something even more valuable – peace of mind. At Ward Goodman, your goals remain our focus every step of the way.

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We offer wide-ranging expertise, including:

Our Core Services

Pensions & Retirement

Helping you prepare for the lifestyle you want in later years.

Mortgages

Clear, practical support with one of life’s biggest financial commitments.

Investments

Strategies shaped around your objectives, with tax efficiency in mind.

Family Protection

Safeguarding your income, family and lifestyle against life’s uncertainties.

Estate Planning

Ensuring your assets pass on as intended, while minimising tax obligations.

Long-Term Care Planning

Preparing for care and protecting family interests as circumstances change.

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Hear What Our Clients Have To Say

Ward Goodman is committed to delivering exceptional service, consistently exceeding expectations to support and satisfy our clients.

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☆☆☆☆☆ 5.0/5

AMS has relied on Ward Goodman for our annual company accounts audit for a number of years. The team has consistently shown exceptional professionalism, working seamlessly with our staff to ensure a smooth audit process without any disruption to our operations. Their deep understanding of our business enables them to provide valuable expert guidance. We look forward to maintaining our partnership with Ward Goodman for future audits.

Stuart Mariner
,Head of Commercial
☆☆☆☆☆ 5.0/5

Double H has been a long-standing client of Ward Goodman, benefiting primarily from their comprehensive audit and corporate tax services. The team we work with consistently demonstrates a deep understanding of our business, providing knowledge and professional guidance.

Matthew Thorne
Double H Nurseries Ltd.
☆☆☆☆☆ 5.0/5

After many years of working with our previous accountants, we recently transitioned to Ward Goodman due to changes in our needs. The teams at Ward Goodman has been exceptionally professional and efficient, helping us enhance our audit planning processes. Their proactive approach and clear communication have significantly streamlined this process, allowing us to focus on what we do best. This has been a positive and valuable change for our organisation and we look forward to working with them for many years to come.

Phil Rushton
Locators LTD
☆☆☆☆☆ 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

Whether you’re planning ahead, seeking clarity, or simply want reassurance that you’re on the right path, our team of experienced financial professionals are ready to help. With over 40 years of experience, Ward Goodman has been trusted by individuals and businesses across Dorset and throughout the UK to deliver reliable advice and lasting value.

Contact our team today for a no-obligation meeting at one of our offices.

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