Wealth management

Helping you manage your wealth

Helping you achieve your lifestyle Helping you achieve your lifestyle goalsgoals

Who we are
• • Ward Goodman Financial Services Ltd is 100% owned by Ward Goodman Chartered Accountants one of Dorset's largest independently owned Chartered Accountancy practices. Our ‘Wealth Management’ offering is targeted at clients with £500,00 or more of ‘investible assets’. Many view retirement as an opportunity to enjoy the lifestyle they’ve worked hard for. • Our approach extends beyond traditional investment advice. We employ a rigorous process to establish our client’s objectives and attitudes towards investment risk and we use the depth or our internal tax and investment resources to guide you through the maze of issues associated with managing your finances today. • Our clients benefit from a truly personalised service, no waiting to see your adviser or call centre advice .You see the same adviser all the time to ensure you can always speak to someone that knows who you are and how you tick. • Our sophisticated technology also enables our clients to view their entire financial situation online, at any time.

Helping you achieve your lifestyle goals

More than just financial advisers

Helping you achieve your lifestyle goals

Our Beliefs

Our Beliefs

“The language we use is simple and informative not complicated and confusing”
• By encouraging long term, collaborative relationships with you we get to know each other. The more we understand one another the better we can help you plan for your financial and lifestyle objectives.

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We believe that attention to detail and transparency of cost are one of the true measures of an Independent Financial Adviser. Therefore we look after small groups of selected clients rather than trying to do everything for everybody. We can therefore give you more of our time and spend more time getting it right…

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We believe in providing the highest level of expertise in all areas