Ward Goodman Refreshes Vision for 70 Years of Business Success

Ward Goodman, a well-established Dorset-based financial services and accountancy firm, has unveiled a revamped vision as it approaches its 70th year in business. With a rich history spanning over seven decades, the firm has supported thousands of clients across the UK, recently surpassing the milestone of £500 million in assets under advice. To cater to the evolving needs of its clients, Ward Goodman is now focusing on two core areas: financial planning and wealth management, and business advisory services. The firm's group managing director, Alex Foster, emphasized the importance of refining and strengthening services that matter most to businesses and individuals alike.

Key Takeaways:

• Ward Goodman has surpassed the milestone of £500 million in assets under advice.
• The firm has two core areas of focus: financial planning and wealth management, and business advisory services.
• Ward Goodman's audit and assurance services arm became a stand-alone entity in October, operating under the Ward Goodman brand.
• The firm supports a wide range of clients, from individuals seeking intergenerational planning advice to companies needing support with day-to-day operations and strategic planning.
• Ward Goodman's next steps include launching a financial director on demand service and a fractional financial director service.
• The firm is pursuing plans for growth, both organic and through strategic acquisitions.

Statistics:

• £500 million: the milestone in assets under advice surpassed by Ward Goodman.
• 70: the number of years Ward Goodman has been in business.
• 1960s: the decade when Ward Goodman was launched as Clapton, Miller, and Thorogood.
• 1980s: the decade when the firm rebranded as Ward Goodman.
• 2: the number of core areas of focus for Ward Goodman: financial planning and wealth management, and business advisory services.
• 2: the number of services Ward Goodman will launch over the next phase: a financial director on demand service and a fractional financial director service.

Sources:

• Ward Goodman has set out a refreshed vision as it approaches 70 years in business. (Source: unattributed article)
• "Taking our steer from clients, we are refining and strengthening the services that matter most to businesses and individuals alike." (Source: Alex Foster, Group Managing Director)
• Launched in the 1960s as Clapton, Miller and Thorogood, the firm rebranded as Ward Goodman in the 1980s. (Source: unattributed article)