Welcome to Ward Goodman

Wealth Management

Ward Goodman Chartered Accountants have been advising clients throughout Dorset and Hampshire for over 30 years on their finances. Our firm employs over 60 people and provide a unique range of financial planning and advice services that includes:

  • Chartered Accountancy
  • Wealth Management
  • Independent Financial Services
  • Retirement tax planning
  • Inheritance tax planning
  • Investments Management
  • Corporate Financial Planning

    • As a client you can expect…

    Visit the FSA's Money Made Clear Website: www.moneymadeclear.fsa.gov.uk/home.html

    Registered in England No. 4494861 Registered Address: 4 Cedar Park, Cobham Road, Ferndown Industrial Estate, Wimborne, Dorset, BH21 7SF. VAT No. 823 805 631.

    Ward Goodman Wealth Management is a trading style of Ward Goodman Financial Services Ltd which is authorised and regulated by the Financial Services Authority. The Financial Services Authority does not regulate taxation and trust advice.

    We are entered on the FSA Register No 221867 at www.fsa.gov.uk/register.

    The information contained within the website is subject to the UK regulatory regime and is therefore primarily targeted at customers in the UK.

     

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    Client Testimonial

    • The money I have made needed not only sound advice but inspirational investment and as a result of your skills both have been achieved. Thanks to your skills, I will have a pension I can depend on, which would probably not have been the case if I had not used Ward Goodman.

      Mr. Andrewes

    • The presentation of all the data was excellent. I have been making investments for the past twenty years and since I have been with you things have never been more straight forward.

      Mr J – (Retired Electrical Engineer)

    • I shall look forward to seeing you in January. Thank you for all the help you have given to us over the past year

      Mrs. E – Blandford (Widow of Company Director)

    • Many thanks for all your help and expertise in 2010

      Mr. & Mrs. R – Sandbanks, Dorset (Retired)

    • Thanks for all your help in 2010

      Mr. & Mrs. P – London (Retired Accountant)

    • Many thanks for all your help and advice

      Mr & Mrs. A – Lulworth ( Retired Business Owners)

    • Thanks for everything

      Mr. A – (Director/Owner of Local Dorset Business)

    • Thank you for all the work you have done for my mother. She is very happy and I am delighted that you are looking after her portfolio.

      Mrs. B – Bournemouth (Teacher)

    • We are hugely grateful to you for what you have done Paul and can’t begin to thank you enough for all your patience, wise council, good humour and support.

      Rick & Claire – Cornwall (Retired Ex Forces)

    • ‘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.’

      Simon Sherbrooke – Blandford (Retired Solicitor)