Mr Mike & Mr Kurt Simson are 2 brothers that own an established building company which trades through a limited company. They both work really hard at building a profitable business but struggled to find time to review their protection to ensure they have the right cover.
Following a review with Marc, it was established they both required a lump sum to be paid to their families in the event of either of them passing away, but also a surplus to ensure their business can keep trading should the worst happen.
Marc was able to recommend sufficient policies to ensure they were fully protected. Included in this protection package was a Relevant Life Policy which allowed the clients business to pay for the premiums providing tax benefits for them over the term of the policy. Mike & Kurt ran the scheme passed their accountant who provided the tax advice and confirmed it was the right thing to do.
Another example of how ME Financial Services look at the bigger picture for our clients to ensure their business and family are protected.
Please note, although the above cases are genuine clients we have worked with, their names have
been changed for data protection and privacy purposes.