Ward Goodman Financial Services Limited: FCA regulated?

Authorised by the FCA

This firm is on the FCA register and authorised to carry out regulated activities.

Authorised for 23 years
Your funds are protected by FSCS
No FCA actions
Active company since 2002
Accounts filed up to 31 March 2026

Website, phone number and address

Compare these against whatever you were given. Scammers clone real firm names and reference numbers but use their own phone number and website, so a detail that does not match the register is the clearest warning sign there is.

Website

wardgoodman.co.uk (opens in a new tab)
Phone number

01202 875900
Address

4 Cedar Park, Cobham Road, Ferndown Industrial Estate, Wimborne, BH21 7SF, United Kingdom

In the full report: 3 background checks

When wardgoodman.co.uk first appeared online, and whether it can receive email
What kind of line 01202 875900 is
Who else gives the postcode BH21 7SF

Other names (3)

If you were contacted under any of these names, it is this firm.

Ward Goodman Corporate Financial Planning Former trading name: A name it used to trade under.
Ward Goodman Mortgages Former trading name: A name it used to trade under.
Ward Goodman Wealth Management Former trading name: A name it used to trade under.

FCA permissions and consumer protection

Give regulated advice FSCS may apply
A claim for unsuitable advice is itself FSCS-protected, up to the limit that applies to the product you were advised on.
Manage or trade investments FSCS may apply
Eligible investment and pension claims are typically FSCS-protected up to £85,000 per person, depending on the product and your circumstances.
Advise on or arrange mortgages · Arrange equity release FSCS may apply
Mortgage advice and arranging may be FSCS-covered, up to the limit that applies.
Lend or arrange credit No FSCS cover
Consumer credit is not covered by the FSCS, so there is no compensation scheme if the firm fails.
Complaints Ombudsman, free
You can refer a complaint about this firm to the Financial Ombudsman Service for free, whichever activity it relates to.

Show FCA detail (15 permissions)

Acting as a CBTL advisor
Acting as a CBTL arranger
Advising on a home reversion plan
Advising on investments (except on Pension Transfers and Pension Opt Outs)
Advising on P2P agreements
Advising on Pension Transfers and Pension Opt Outs
Advising on regulated mortgage contracts
Arranging (bringing about) a home reversion plan
Arranging (bringing about) deals in investments
Arranging (bringing about) regulated mortgage contracts
Credit Broking
Debt-counselling
Making arrangements with a view to a home reversion plan
Making arrangements with a view to regulated mortgage contracts
Making arrangements with a view to transactions in investments

FCA disciplinary action and complaints

No FCA disciplinary action.

The Financial Ombudsman Service only publishes complaint figures for firms with 30 or more new complaints in six months, so there are none here for this firm.

Companies House record

The company behind the firm: its status, age, registered office and directors.

Company number: 04494861 (opens Companies House in a new tab)
Company status: Active
Company type: Private limited company
Incorporated: 25 July 2002 (24 years old)
Registered office: Matches the FCA register address ✓
Nature of business: Other business support service activities not elsewhere classified (SIC 82990)

Directors and company secretaries

Name	Role	Born	Appointed	Other companies
Roger Stephen Duckworth	Director	Jan 1968	11 Dec 2002	7 other companies
Gareth John Simon	Director	Sep 1975	1 Jan 2012	7 other companies
Alex Foster	Director	May 1975	3 Apr 2017	7 other companies
Roger Stephen Duckworth	Secretary	Not published	2 Jan 2008	7 other companies

Other companies run by these 3 directors

A firm is run by people, and their other companies are their track record: what they built, what closed, and anything that failed. It is the check most people never think to make.

other companies: 11
closed down: 1
are FCA-registered: 2

In the full report: all 11 companies, named

What each company does, and whether it is still trading
Which of these 3 directors sit on each board, and since when
Any that went into liquidation or administration
The 2 on the FCA register
The 6 companies these 3 directors run together
All 9 people who have ever been directors, with their dates

Filed accounts and finances

Year to 31 March 2026Small company accountsNot audited

Net assets

£482k

No earlier figure to compare

Cash at bank

£278k

+12% from £249k

Employees (average)

0

Same as 0

Owed within a year

£452k

+1.9% from £443k

Assets and liabilities

In the full report: all 5 years of accounts

Every year from 2022 to 2026
The chart, over every year
Every filed figure, year by year

About these figures

Turnover: Money taken from sales in the year, before any costs.
Profit before tax: What was left after the year’s costs, before corporation tax. A minus figure is a loss.
Net assets, or total equity: Everything the company owns minus everything it owes. A minus figure means it owes more than it owns.
Total assets and total liabilities: Everything the company owns, and everything it owes, on the last day of the year. The gap between them is its net assets.
Cash at bank: Money in the company’s accounts on the last day of the year.
Owed within a year, owed after a year: Debts and bills due in the next twelve months, and those due later.

There is no turnover or profit: small companies do not have to publish them.

Accounts filed at Companies House for company 04494861. Every figure is as filed, apart from total assets and total liabilities, which are added up from filed figures. Nothing is estimated.

Key dates in its history

Ward Goodman Financial Services’s history from the FCA register and Companies House, newest first.

Key events (5) All events (30)

2016

6 April 2016

Ward Goodman Limited took control (75–100% of shares)

Companies House

2013

1 April 2013

Regulated by the FCA from this date

FCA register

2003

31 March 2003

Regulated by the Financial Services Authority from this date
Became authorised by the FCA

FCA register

2002

25 July 2002

Incorporated at Companies House

Companies House

In the full report: all 30 events

All 30 events in its history (5 shown here)
Every director appointment and resignation: 15

Firms connected to Ward Goodman Financial Services

Other FCA-listed firms that share a director, phone number or address with Ward Goodman Financial Services. A link shows who the firm is tied to, not whether either can be trusted.

connected firms: 2
share a director: 2
share its postcode: 2

In the full report: all 2 connected firms, named

How each is linked: shared directors (2), the same postcode (2)
Who links each one: the named directors, with dates

Firms like Ward Goodman Financial Services

Other firms of the same type (financial adviser), nearest first.

In Wimborne

Abacus Financial Options LimitedWimborneAuthorised Chase Buckingham LimitedWimborneAuthorised Corporate Solutions (Poole) LtdWimborneAuthorised Ideal Financial Solutions LtdWimborneAuthorised John MorrisonWimborneAuthorised K.m. Financial Consultants (Wessex) LimitedWimborneAuthorised

Firms are listed by type and location, best known first. Being listed is not a recommendation: check any firm before you deal with it.

Get the full report on Ward Goodman Financial Services

Everything on this page, plus everything locked above, in one dated PDF you can keep, file or send on.

11 other companies its directors have run, named
3 background checks on its contact details
5 years of accounts, charted
All 30 events in its history
2 connected firms, named, and who links them

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Frequently asked questions about this firm

Is Ward Goodman Financial Services Limited FCA authorised?

Yes, Ward Goodman Financial Services Limited (FRN 221867) is authorised by the FCA to carry out regulated activities. It has held its current authorisation since March 2003 and works as a financial adviser. The FCA has placed no limits on its permissions.

What is Ward Goodman Financial Services’ phone number and website?

The FCA register lists the phone number 01202 875900 and the website wardgoodman.co.uk for Ward Goodman Financial Services. If you were given different contact details, use these to check with the firm before going any further.

Is Ward Goodman Financial Services a scam or clone?

Ward Goodman Financial Services is a genuine FCA-listed firm, and the FCA has published no warnings about fake versions of it. Scammers do copy real firms, though, so check that any contact details you were given match the ones on the register.

Is my money safe with Ward Goodman Financial Services?

Its FCA permissions do not allow it to hold or control client money. It depends on the product, but eligible claims may be protected by the FSCS. You can also refer complaints about Ward Goodman Financial Services to the Financial Ombudsman Service, free of charge.

Who owns Ward Goodman Financial Services?

Ward Goodman Financial Services is owned by Ward Goodman Limited, which holds 75–100% of shares, 75–100% of votes and can appoint and remove the board, since 6 April 2016.

Who runs Ward Goodman Financial Services?

Companies House lists 3 directors of Ward Goodman Financial Services: Roger Stephen Duckworth, Gareth John Simon and Alex Foster.

How long has Ward Goodman Financial Services been in business?

The company was formed on 25 July 2002, and has held its current FCA authorisation since March 2003.

What do Ward Goodman Financial Services’ latest accounts show?

Its latest accounts, to 31 March 2026, show net assets of £482k (no earlier figure to compare) and cash at bank of £278k (+12% from £249k).

Does Ward Goodman Financial Services use any other names?

It has previously used 3 other names: Ward Goodman Corporate Financial Planning, Ward Goodman Mortgages and Ward Goodman Wealth Management.