Ward Goodman offer all-round mortgage advice and support

July 10, 2018

Ward Goodman, the Dorset based firm of Chartered Accountants and Independent Financial Advisers, has relaunched its Mortgage Advice Service proposition to work alongside the already established Financial Planning, Tax and Accountancy Services.

One of the primary benefits Ward Goodman is able to offer clients is an independent and fully integrated financial advice service, meaning clients can benefit from their tax advisers and financial planners working in unison to ensure they provide the best advice, as well as saving time obtaining information such as business accounts from third parties. 

Simone Roberts, Financial Planner at Ward Goodman, explained: “Part of our process is to assess a client’s eligibility before approaching lenders and applying for Decision in Principles, this ensures that they will be approved first time and to minimise any impact in the client’s credit rating.  The mortgage market moves constantly, with lenders amending criteria and changing rates on a daily basis, and it’s important to keep up to date with the changes and ensure clients receive the best advice.  As independent advisers, Ward Goodman has invested in the latest mortgage tools to identify eligibility, lending criteria, and finding the best rates quickly and effectively, streamlining the process and making what is a potentially stressful time for our client, considerably less so.

“As independent advisers, we review clients’ full circumstances and not just what is required for mortgage purposes. We understand all aspects are important and are able to ensure our clients and their families are financially protected and that other financial goals are on track.  As a company, it is our job to provide that peace of mind to our clients.  We also offer mortgage reviews which, depending on a client’s current arrangements, can save money on an annual basis.”

To discuss having a mortgage review, contact the Ward Goodman mortgage team on 01202 875900.

Financial Planners at Ward Goodman; Simone Roberts and Adrian Seager

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