Simon Copeman

Background

About Simon Copeman

MEET SIMON Protection Specialist at Protect365 providing individuals, families and businesses with advice and recommendation to create a bespoke financial protection package tailored to their needs and budget along with considered Estate Planning. PROTECTION Provide financial insurance products from a range of providers to protect you, your family and your business from the financial impact of accident, illness or death. As the expert I will select the best products for you, taking away industry jargon, leaving you with simple, honest, easy to understand advice. ESTATE PLANNING A Will ensures your loved ones receive the assets you desire after your death. We sometimes use Trusts to help handle your Estate Assets, while Lasting Powers of Attorney will ensure others can make key decisions for you if you are incapable for any reason. WHY ME? In my previous role as a detective with Humberside Police I was vetted to one of the highest levels in the Force, and authorised to handle Secret graded intelligence. This means your business remains just that, and you can be confident of my honesty and integrity throughout our business dealings. FEE’S You don’t pay me a penny for my protection services, all I ask in return is that you put me in contact with others who may have a need for my services. My business is built from referrals. Wills, Trusts and LPA’s do have a cost, but I will always try and bring this within your budget. GUARANTEES Protect365 Limited is an appointed representative of PRIMIS Mortgage Network, a trading name of First Complete Limited. First Complete Limited is authorised and regulated by the Financial Conduct Authority. Wills and Estate planning is not regulated by the Financial Conduct Authority and so we are not authorised via PRIMIS Mortgage Network to advise on them. To ensure my clients receive the best service for this work I am an associate of Prestige Legal Services who work to STEP standards (Society of Trust and Estate Planners CONTACT Email: simon@protect365.co.uk Phone: 07427 624090 SUMMARY Life Insurance, Business Protection, Income Protection, Private Medical Insurance, Critical Illness Cover, Shareholder Protection, Key Person Cover, Loan Protection, Business Continuity, Personal Sick Pay, Wills, Trusts, Lasting Powers of Attorney (LPA’s), Probate