Ward Goodman Financial Services Ltd.
We offer ‘whole of market’ Independent Financial Advice and are Regulated by the Financial Services Authority.
Ward Goodman have been established for over 30 years and are one of Dorset’s largest independently owned Chartered Accountancy Practices.
We are in the business of providing the highest quality independent financial advice to clients in Dorset, Hampshire and the surrounding areas. There are no off-the-shelf solutions as our experience is that every single one of our clients has their own personal concerns, responsibilities and ambitions. The solutions that work for one, simply would not work for another.
Ward Goodman Financial Services operates within one of the largest independent accountancy practices in Dorset who have built up a highly successful independent financial services and tax advisory department, as part of their practice.
We have all the specialists under one roof with the sole purpose of helping our clients increase investment performance and reduce tax’.
We work in one office as one team with more than 50+ staff of which many are highly qualified Chartered Tax Advisers, Chartered Accountants or Trustee and Estate Practioners.
The focus of the team is to save clients money and generally protect their investments from erosion by tax or poor investment performance.
An integral part of our service can include the completion of our clients tax returns and proactive tax advice through the tax team, trust team all coordinated by your financial adviser and , if required, your lawyer.
No more repeating your situation to three advisers once a year or receiving countless different opinions leaving you confused.
Our advisers only look after a select number of clients so can give you the time you deserve. This preserves the quality of our advice and limits the number of clients for whom we will act.
