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Business Protection

Ward Goodman provides business protection strategies that safeguard your company, its people, and its future against life’s unexpected events including:

  • Key Person Cover
  • Shareholder Protection
  • Partnership Protection
  • Relevant Life Policy
  • Executive Income Protection
  • Loan protection
  • Death In Service cover
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Build Resilience and Safeguard Your Company’s Future

Unexpected events such as illness, injury, or the loss of a key individual can put any business under pressure. Business protection provides the financial resilience needed to weather these challenges, ensuring stability for your company, shareholders, and employees. At Ward Goodman, we help businesses across Dorset and the UK put the right safeguards in place so they can plan ahead with confidence.
Key Person Cover
Shareholder Protection
Partnership Protection
Relevant Life Policy
Loan Protection
Executive Income Protection
Death in Service Cover
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Meet Our Business Protection Specialists

Our business protection experts are dedicated to helping companies put the right safeguards in place, ensuring continuity, financial security, and peace of mind for both owners and employees.

Alex Foster

Group Managing Director & Chartered Financial Planner

Chris Peters

Financial Planner

Garry Crook

Financial Planner

How Can Our Business Protection Services Help?

Business protection provides financial stability in times of uncertainty, giving you peace of mind that your business can continue to operate and grow.

It not only safeguards against the impact of losing key individuals but also supports succession planning, protects shareholder interests, and helps maintain confidence among employees, clients, and investors.

With the right protection in place, your company is better prepared to face challenges and secure long-term success.

Key Person Cover

Safeguards your business against the financial impact of losing a key individual through illness or death, helping you maintain stability and continuity.

Shareholder Protection

Provides the funds needed for surviving shareholders to purchase shares if a shareholder dies or becomes critically ill, keeping control of the business secure.

Partnership Protection

Ensures remaining partners can buy out the share of a deceased or incapacitated partner, protecting both the business and personal interests.

Relevant Life Policy

A tax-efficient life insurance policy for directors and employees, offering valuable cover outside of a group scheme with potential tax advantages.

Loan Protection

Protects your business by covering outstanding loans if a key individual dies or suffers a serious illness, ensuring debts are not a burden on the company.

Executive Income Protection

Provides a regular income to the business if a director or key employee cannot work due to illness or injury, supporting financial resilience.

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Hear What Our Clients Have To Say

Ward Goodman consistently delivers exceptional service, exceeding the expectations of our valued business valuation clients.

Leave us a review
☆☆☆☆☆ 5.0/5

AMS has relied on Ward Goodman for our annual company accounts audit for a number of years. The team has consistently shown exceptional professionalism, working seamlessly with our staff to ensure a smooth audit process without any disruption to our operations. Their deep understanding of our business enables them to provide valuable expert guidance. We look forward to maintaining our partnership with Ward Goodman for future audits.

Stuart Mariner
,Head of Commercial
☆☆☆☆☆ 5.0/5

Double H has been a long-standing client of Ward Goodman, benefiting primarily from their comprehensive audit and corporate tax services. The team we work with consistently demonstrates a deep understanding of our business, providing knowledge and professional guidance.

Matthew Thorne
Double H Nurseries Ltd.
☆☆☆☆☆ 5.0/5

After many years of working with our previous accountants, we recently transitioned to Ward Goodman due to changes in our needs. The teams at Ward Goodman has been exceptionally professional and efficient, helping us enhance our audit planning processes. Their proactive approach and clear communication have significantly streamlined this process, allowing us to focus on what we do best. This has been a positive and valuable change for our organisation and we look forward to working with them for many years to come.

Phil Rushton
Locators LTD
☆☆☆☆☆ 5.0/5

Davina does a great job and has done for the many years that she has worked on our account

Gavin at Codified Legal
☆☆☆☆☆ 5.0/5
A good accountant should be a long term relationship for client and business, and I look forward to many more years working with Ward Goodman.
Private Client – Testimonial
☆☆☆☆☆ 5.0/5
@wardgoodmanltd Thank you @rodd_ian was dreading the business consultation but you made it painless and fun – got my brain switched on!
Health Products Retailer
☆☆☆☆☆ 5.0/5
\”Many thanks for sorting out the accounts and the best options for my business. I have been really impressed with the personal service your company has offered, and the way you have personally dealt with my accounts and concerns.\”
Private Client Testimonials
☆☆☆☆☆ 5.0/5
Many thanks for getting our P11D’s done despite my best efforts to leave you with no time !!
Local Manufacturing Company
☆☆☆☆☆ 5.0/5
The Ward Goodman tax team are always most helpful and proactive. They have provided invaluable support to me in specialist areas of the tax legislation.
Private Client Testimonial
☆☆☆☆☆ 5.0/5
Many thanks for all your help and advice and for looking after us in the excellent way that you do without which we would be at a complete loss.
Bournemouth Client

Frequently Asked Quetions

Whether you’re a business owner, director, or shareholder, our FAQs on business protection are here to answer common questions and help you make informed decisions to safeguard your company’s future.

Business protection is a range of insurance policies that provide financial support if a key individual, business partner, or shareholder is unable to work or passes away.

Any business that relies on key people, shareholders, or directors can benefit. It ensures the company remains financially secure if the unexpected happens.

Common options include key person cover, shareholder protection, partnership protection, and relevant life policies.

In many cases, premiums may be treated as a business expense, but this depends on the type of cover and your circumstances. Professional advice is essential.

We’ll assess your business risks, recommend the right protection options, and help put the cover in place to safeguard your company’s future.

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The Process

A hassle free onboarding process

Initial referral or inquiry

Whether you’ve been referred or inquired yourself, our team will reach out to you in a timely manner

Free consultation

We offer a no-cost, no-obligation meeting at one of our Dorset-based offices, or over virtually nationwide

Quote and setup

We’ll provide you with a tailored quote and when you’re ready, our financial experts will begin services

Book a Meeting

If you would like to discuss further, please book a meeting with an experienced member of our team. Simply let us know when’s best for you and we will get in touch to arrange a suitable time.

Why Choose Ward Goodman?

Client satisfaction is paramount to us. We have a broad range of clients, and we endeavour to offer them the best tax planning service possible through continuous improvement and focus on doing things right the first time.

Experienced Business Protection Specialists

Our Dorset-based team can advise and support any size of business locally or nationwide.

Bespoke Business Advice

Flexible, bespoke service covering all aspects of business protection and related services.

Access to a Full Team of Financial Experts

Expert advice from our experts in financial planning, accounting, and business advisory.

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Our Awards and Accreditations

Ward Goodman’s excellence in financial planning, accounting and business advisory is validated by notable awards and accreditations within the UK financial industry.

Xero Certified

We are accredited by the Association of Chartered Certified Accountants (ACCA)

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AAT Qualified

Ward Goodman was honoured with the prestigious Accounting Excellence Award,

Xero Certified

We are accredited by the Association of Chartered Certified Accountants (ACCA)

ICAEW Membership

Ward Goodman proudly holds membership with the Institute of Chartered Accountants

Partnerships

As a distinguished Partner, we utilise cutting-edge technology
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Experience Our Integrated Services
Join Ward Goodman and experience the benefits of our pioneering approach in financial planning, wealth management, accounting, and tax advisory.

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If you are running a business, you will be involved with a wide range of taxation obligations.

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Tax Returns

A surprising number of new clients come to us with tax returns to sort out.

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Need advice? Our team of financial experts can help.

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