Welcome
Ward Goodman has developed over the last 30 years as a successful business in response to a glaring need for high quality strategic financial planning. In 1999 our Directors implemented a strategy to provide ’complete financial planning.’ It was felt that there was no advisory practice that really met a business’ or individual’s requirement for comprehensive holistic advice. It was not possible to ask your accountant, your solicitor, your stockbroker or your bank manager for connected financial planning, without receiving conflicting advice.
As the largest independent firm of its type in Dorset, we provide our clients with the best financial partnership available. We recruit and train the best people, to advise you on issues including Financial Services, Business Planning, Taxation and Trusts.
Our approach focuses solely on what is important to the client. We place a strong emphasis on combining bespoke tax, business and investment strategies which are regularly reviewed to keep your objectives on track.
- online services
for if you want to research, and even buy, on-line products
- news and comment
Up to the minute financial news from various sources
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Trustnet
create a watchlist, valuations and alerts for your investments