Whole Portfolio Refinance

Problem With a portfolio of over 60 properties – many of which are with various lenders – John required support navigating the end of his mortgage terms. He initially intended to refinance his five longest-held properties, before moving on to the others in his portfolio, with a long-term plan of incorporating his portfolio from a […]

Remortgage of Client’s Historic Grade I and II Listed Home

Problem As the owner of a grade I and II listed building, this client required support raising capital against the property to fund subsequent property developments. As an old Abbey built in the 1100s, the unique nature of the home, as well as its location, presented challenges in locating a suitable lender. On this occasion, […]

International Property Refinance

Problem Boasting a Spain-based property portfolio in the region of €40M, this client found us in their search for innovative finance solutions. After taking a bridging loan against two of their properties, the client was struggling to secure finance to repay this due to the high value of the asset, affected by the COVID-19 pandemic. […]

London Refinance and Purchase

Problem As the owner of a central London-based home worth £3.6m, this client required expert support raising enough capital to purchase a nearby property, valued at £3m. As a French national, with virtually no UK income or liquid assets, her wealth was tied to a French trust fund, presenting difficulties in accessing UK-based finance solutions. […]

Large London Portfolio – Refinance and Wealth Diversification

Problem Boasting a substantial portfolio of London-based properties, valued in the region of £30M, with debts of £12M, this client required support preparing for the end of their mortgage terms. With each property individually mortgaged with various lenders – with many on fantastic legacy products – the client anticipated that a significant amount of work […]

Equity release against luxury asset

Problem A long term client of our approached us with an urgent need to release some capital. They were part way through a remortgage on a large semi-commercial property, as well as having recently purchased a new residential property. The clients liquidity was unusually low given the circumstances Solution Having established the client was needing […]

Using a bridge to avoid loss of funds

Problem The client had committed to purchasing a new build property in London. The previous mortgage advisor had failed to secure the mortgage required, and the property developer was going to place the property back on the market. The client was a chinese national, with deposit funds also coming from China. Additionally, the clients preferred […]