Sign in Subscribe
Financial services

Ward Goodman Unveils New Vision as it Embarks on Next 70 Years

Strategic Insights

— 1 min read

Ward Goodman, a Dorset-based financial services and accountancy firm, has unveiled a refreshed vision as it marks a significant milestone - surpassing £500 million in assets under advice. The firm, established in the 1960s, has supported thousands of clients across the UK and has now set its sights on strengthening its services in two core areas: financial planning and wealth management, and business advisory services including tax planning and accountancy. The company aims to remain relevant and impactful in the next 70 years by combining trusted expertise with fresh energy.

Key Takeaways:

  • Ward Goodman has set out a refreshed vision after surpassing £500 million in assets under advice, focusing on two core areas: financial planning and wealth management, and business advisory services including tax planning and accountancy.
  • The firm has refined and strengthened its services based on client feedback, with a new chapter for the company that combines trusted expertise with fresh energy.
  • The audit and assurance services arm of the group became a stand-alone entity in October, with director Ian Rodd remaining at the helm.
  • Three longstanding directors - Gareth Simon, Roger Duckworth, and Alex Foster - will lead the business into its next chapter.
  • Plans to strengthen business advisory services include the launch of a financial director on demand service and a fractional financial director service.
  • The refreshed board is pursuing plans for growth, both organic and through strategic acquisitions, with two businesses nearing completion and more in the pipeline.
  • Ward Goodman will continue to support a wide range of clients, from individuals seeking intergenerational planning advice to companies needing support with day-to-day operations and strategic planning.

Statistics:

  • £500 million: assets under advice surpassed by Ward Goodman
  • 60 years: combined experience of three longstanding directors - Gareth Simon, Roger Duckworth, and Alex Foster - at Ward Goodman
  • Many years: legacy of trust earned by Ward Goodman across its long history

Sources:

  • "Ward Goodman Unveils New Vision as it Embarks on Next 70 Years" (no date given)

Read more