Case Studies

Lifetime Mortgage – Raise Funds

Using our market knowledge, we were able to source a lender that offered our client enhanced terms for a lower fixed rate.

Barrister – New Residential Purchase

We were able to use our well-established relationships with underwriters to present the stability of our client's income and secure them an offer at the required amount.

Lifetime Mortgage – New Residential Purchase

We were able to secure our client a fixed-rate plan and assist in securing them an additional 1% LTV, allowing them to retain all of their savings.

Entrepreneur – Remortgage

We were able to identify the most suitable lender who could accommodate our client's circumstances and lend at the required level without placing his assets under management.

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.

Lifetime Mortgage – Home Improvements

We were able to source a lender who was both comfortable with the proposed works and able to value the property, despite its unique features and lack of comparables.

Head of Energy – Existing Mortgage Renewal

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

Bridging Loan – Buying into a Business

We were able to secure a short-term bridging loan against our client's current property. This enabled our client to extract the necessary funds from the property to buy into the business.

Private Equity Partner – New Residential Purchase

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