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Ward Goodman Financial Services Independent Financial Advisers in Wimborne, Dorset

Address: 4 Cedar Park, Cobham Road, Wimborne, Dorset, BH21 7SF
Telephone: 01202 875900
Fax: 01202 876288
E-mail: simon.willcox@wardgoodman.co.uk
Visit our Web Site: www.wardgoodmanfs.co.uk

Contact: Simon Willcox – Director

General information

Ward Goodman Financial Services Ltd originally started within the Ward Goodman chartered accountancy practice in 1998 and became a limited company in April 2003 following expansion.

We have highly qualified advisers who specialise in specific areas to ensure excellent quality advice at all times to both businesses and private individuals. With over 50 staff in the same building, including tax, trusts, payroll and accountancy departments we can draw on expert advice for any circumstances. Please call Simon Willcox on the above number for a free initial consultation.

Below is a table of the main topics on which advice is provided.

Personal Corporate and Business
  • Lump Sum Investments

  • Regular Savings Plans

  • Retirement Planning

  • Income Protection

  • Critical Illness

  • Life Cover

  • Long Term Care

  • Mortgages and Re-Mortgages

  • Inheritance Tax Planning

  • Private Medical Insurance

  • Equity Release
    		•
  • Executive Pensions
  • Stakeholder Pensions
  • Group Personal Pensions
  • Group Income Protection
  • Group Life Cover
  • Group Critical Illness
  • Keyman Protection
  • Partnership Protection
  • Shareholder Protection
  • Business Loan Protection
  • Employee Benefits
    		•

    For a detailed review of your personal circumstances please Email or telephone Simon and he will arrange a confidential (no obligation) appointment at a time and place to suit you.


    Ward Goodman Financial Services is Authorised and Regulated by the Financial Services Authority


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