Ward Goodman, the Dorset based firm of Chartered Accountants and Independent Financial Advisers, is going from strength to strength with the Financial Services team continuing to exceed all expectations, having doubled its funds under management, annual turnover has increased by 92% over the last 5 years. This has been based on providing clients with access to holistic financial planning that is centred on the goals and objectives of the clients that the team works with.
Alex Foster, having been appointed as a Director last year, has been working closely with the newly formed Private Client team to help develop further client-centric solutions within the group.
Gareth Simon, Group Director at Ward Goodman said:
“Since Alex joined the team in 2013, he has rapidly shown his commitment to core values within the group, at the heart of which is solution based planning and ensuring that the service replicates the technical knowledge.”
Alex has also been instrumental in designing and implementing the Corporate Review Service which has been extremely well received by Ward Goodman’s clients and prospective clients.
Tim Jackson, Company Director at iBox Solutions said:
“Alex is an expert in his field and has exceptional analytical skills that allow him to understand complex scenarios and make sound recommendations. He is very good at identifying opportunities to innovate and with his entrepreneurial traits, makes things happen.”
Alex Foster, Director at Ward Goodman, said:
“It is a great feeling working within a team that is able to grow together, with a focus as a group, of developing the team from within. I am enjoying close working relationship with the individuals across the team that make our service offerings such as Private Client, Corporate Review Service and Business Advisory Services work so well, and seeing the visible benefits for the client that we work with, in achieving both their goals and peace of mind.”