HNW

Business Owner | High-Value Mortgage

Our client sought financing for their £10 million dream home purchase. We successfully connected them with a Private Bank that considered their overall financial situation, despite their limited income, enabling them to secure the new home at a reduced rate.

Remortgage | Competitive Long-Term Fixed-Rate

We were able to discuss the case with a senior underwriter, who had the autonomy to make a policy exception based on our proposition and supporting documentation, that provided our client with access to lending at the level required.

Musician | New Residential Purchase

We were able to get the underwriter to review their standard policy rules to make an exception for our client based on the detailed overview we were able to present.

High-Value Remortgage | Divorce Separation

Our client was in the process of separating and, as part of the divorce settlement, was obligated to redeem his ex-wife’s mortgage on her £12m property. Simultaneously, he sought to remortgage his own property and wanted to consolidate both borrowings into a single facility.

Existing Mortgage Renewal | Income Denominated in Euros

Despite complexities with the denomination of our client's income, we were able to source a lender, willing to lend at the required amount.

New Residential Purchase | British Expat Returning to the UK

With our understanding of our client's business and professional sector, we were able to secure a competitive high street rate.

New Residential Purchase | Partially Retired KC

We were able to use our extensive knowledge of barrister income and our relationships with specific banks to secure our client a loan at the required amount.

Limited Company with Foreign Income | Second Home Purchase

Purchasing a second home in the UK through a limited company is rarely straightforward, especially when income is earned abroad. With the right lender access and structuring expertise, however, even complex profiles can secure tailored solutions. This case study shows how we helped a UK national living overseas acquire a...

High-Value Mortgage | Income Denominated in Dollars

Our client required a mortgage for the purchase of a new home worth £13,800,000. We successfully arranged a solution that allowed the client to borrow the necessary amount for the property purchase while keeping their current assets unencumbered.