Our Financial Services
Ward Goodman Financial Planning & Wealth Management Services
Welcome to Ward Goodman's financial planning & wealth management services. Ward Goodman's independent financial advisers & wealth managers provide financial, retirement & wealth management planning throughout Wimborne, Poole, Bournemouth, Ferndown & Dorset.
The Ward Goodman Financial Services (WGFS) department was formed in 1999 to accommodate the financial planning needs of individuals in Wimborne, Ferndown, Poole, Bournemouth & Dorset.
In addition to receiving financial advice, WGFS clients can also benefit from the range of accountancy, tax planning and audit services that are offered by Ward Goodman Ltd.
Ward Goodman Financial Planning & Wealth Management services include:
- Wealth management
- Retirement planning
- Inheritance planning
- Pension property purchase service
- Portfolio construction
- Group pensions & medical schemes
- Commercial finance
- Management of investments
- Self invested personal pensions (SIPP's)
- Advice & management of WRAP products
Ward Goodman always offer obligation & cost free initial meetings, so to book an appointment please contact us on 01202 875900 or enquiries@wardgoodman.co.uk
