A high-growth London law firm had recently purchased and extensively refurbished new commercial premises using its own cash reserves. We supported a strategic capital raise against the commercial asset leveraging specialist commercial finance.
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When a family decided to stop dreaming about their ideal home and start building it, they faced a significant financial puzzle. We structured a remortgage against their existing home, alongside a self-build mortgage to acquire land.
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A couple in their 70s required a refinancing solution at the end of term with their existing lender. The clients owned a substantial main residence set within approximately 30 acres of land, and their repayment strategy was linked to the planned sale of their background investment assets. We navigated a number of structural challenges to secure lending...
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A life insurance solution designed specifically to support a £3M gift and protect the family from a £1.2M inheritance tax liability.
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Securing a £1.3 million mortgage offer from a well-known high-street bank, despite our client, a newly self-employed barrister having limited accounts.
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Securing funding for a £3M commercial mortgage, which could exit the family from an existing bridging facility and enable liquidity to further evolve. ...
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Early years at the Bar introduce a professional and financial structure that differs from most other careers. Recognising this can help barristers approach financial planning with greater confidence as their careers develop.
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What ONS data and life at the Bar reveal about homeownership as a modern commitment For many barristers, commitment does not begin with ceremony. It begins with a decision to create stability in a profession that rarely offers it early. Across the Bar, there is a...
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Relationship Milestones Are Shifting. Why Should This Matter for Private Client Advisers? For private client advisers, property is increasingly the moment when a relationship becomes financially real. Across affluent and emerging-HNW client profiles, buying a home is now the primary act of commitment, often preceding marriage, children,...
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For many professionals, property forms a central pillar of long-term financial planning. It offers a blend of stability, inflation resistance, and the potential for meaningful capital appreciation. Whether used to diversify income, unlock liquidity for future opportunities, or underpin retirement plans, property investment remains a core component of personal wealth...
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