Case Study –Protecting a Remortgage Rate Through an Early Review

The Client

An existing client was approaching the end of their current mortgage product and needed to review the available options before renewal.

Rather than waiting until expiry was close, we contacted the client in advance. This allowed sufficient time to assess the market and consider the most appropriate replacement product.

The Solution

We reviewed the available remortgage options and secured a competitive rate ahead of the renewal date. Market pricing subsequently moved adversely, making the rate already arranged particularly valuable for the client.

The Henry Dannell Difference

This case demonstrates why mortgage reviews should not always be left until the final weeks before an existing deal expires. By monitoring upcoming renewals and engaging clients early, we create more time to assess the market, act decisively and protect suitable opportunities when they arise. For clients approaching renewal, timing can be as important as product selection. Your home may be repossessed if you do not keep up repayments on your mortgage.