Our Work
Case Studies
Have a read of our most recent case studies below to find out how our expert advisers go above and beyond to secure our clients the best solutions for their circumstances every time.
Our Work
Have a read of our most recent case studies below to find out how our expert advisers go above and beyond to secure our clients the best solutions for their circumstances every time.
Later Life Lending
Releasing equity from their home to gift money to children
Later Life Lending
Arranging a 75% LTV offset mortgage to raise money for care fees
Residential Mortgages
Complex £640,000 offset mortgage for business-owning and landlord client
Residential Mortgages
Raising additional funds for a new build purchase, following affordability wobble after exchange
Later Life Lending
Raising capital with equity release to pay off outstanding mortgage balance
Residential Mortgages
Securing a self-build mortgage for extensive refurbishment works
Specialist Finance
Securing finance for a client without building control
Residential Mortgages
UK expat releasing equity from a UK property to purchase a French property
Residential Mortgages
Holiday let mortgage for Welsh Airbnb
Later Life Lending
Securing a lifetime mortgage to increase income in retirement
Protection Solutions
£1 million life cover for HNW 60 year old client
Residential Mortgages
£1m offset mortgage for HNW client with large personal savings
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