Ward Goodman

Ward Goodman is a firm based in South England that offers Financial Planning, Wealth Management, Accounting, and Tax Advisory services. They provide a range of services designed to meet the needs of private clients and businesses.
  • Tax Planning
  • Audit Services
  • Payroll Services
  • Financial Planning
  • Charity Audit Services
  • Business Advisory Services

Size
Medium
Phone
N/A
Email
N/A
Locations
St Mary's House, 24 North St, BH20 4AG
01929551551
First Floor, 34 High St, SP7 8JG
01747835435
9:00 - 17:00
4 Cedar Park, BH21 7SF
01202875900
9:00 - 17:00
1, Hambledon Barn Manor Farm, Front St, SP8 5LQ
01747835435
9:00 - 17:00
Digital Popularity
Popularity over time
Social Media
Competitors
Dixon Wilson
Dixon Wilson is a specialist firm of accomplished accountancy and tax advisors offering bespoke and personal services to private clients, their families, trusts, and businesses.
Rickard Luckin
Rickard Luckin is an accountancy and tax advisory firm that provides tailored financial services to individuals and businesses across Essex.
Barnett & Turner
Barnett & Turner is a chartered accountancy and tax advisory firm based in Nottinghamshire.
Company Details
Ward Goodman is operated by Ward Goodman Financial Services Limited and is a Active company incorporated on 25 July 2002 with the registered office located in Wimborne, Dorset. Ward Goodman Financial Services Limited was registered 23 years ago.

Status
Active
Size
Micro
Directors
5
Age
23 years old
Employees
Unreported
Turnover
Unreported
Total Assets
£812.85K
Cash in Bank
£248.51K
Total Liabilities
-£443.2K

Director • British • Lives in England • Born in Sep 1975
Director • British • Lives in UK • Born in Aug 1967
Director • Secretary • Accountant • British • Lives in England • Born in Jan 1968
Director • Financial Services Adviser • British • Lives in England • Born in May 1975
Ward Goodman Limited
PSC
Teams
All
34
Management
21
Finance
17
Administration
7
Customer Service
7
Other
3
Director • Joined Sep 1996
Assistant Manager
Associate Director • Joined Jun 2024
HR Manager • Joined Mar 2023
Managing Director • Joined Jul 2013
Head Of Paraplanning • Joined Jul 2023
Client Services Manager • Joined Jul 2024
Client Services Manager • Joined Apr 2017
Group Managing Director • Joined Jul 2023
Director • Joined Sep 1996
Assistant Manager
Associate Director • Joined Jun 2024
HR Manager • Joined Mar 2023
Managing Director • Joined Jul 2013
Head Of Paraplanning • Joined Jul 2023
Client Services Manager • Joined Jul 2024
Client Services Manager • Joined Apr 2017
Group Managing Director • Joined Jul 2023
Head Of Paraplanning • Joined Jul 2023
Audit & Accounts Director • Joined Nov 2007
Financial Services Director • Joined Oct 2003
Accounts Assistant • Joined Feb 2008
Chartered Financial Planner • Joined Mar 2013
Independent Financial Adviser • Joined Oct 2012
Tax Trainee • Joined Sep 2021
Financial Controller
Chartered Financial Planner • Joined Apr 2022
Financial Planner
Administrator • Joined May 2018
Administrator
Senior Administrator • Joined May 2014
Reception Administrator • Joined Jun 2023
Secretary
Accounting Payroll • Joined Dec 2023
Client Services Manager • Joined Jul 2024
Client Services Manager • Joined Apr 2017
Assistant Client Service Manager • Joined Apr 2022
Senior Client Services Manager • Joined Sep 2019
Audit Client Service Manager • Joined May 2023
Reception Administrator • Joined Jun 2023
Financial Adviser • Joined Jun 2012
Administrator For The Business Accoutancy Services Team • Joined Mar 2024
All Things Payroll • Joined Feb 2023
Senior Audit Apprentice • Joined Sep 2023
View 34 members