Extension for Growing Family

CASE STUDY Married couple wanted to build an extension on their home to accommodate their growing family OBJECTIVE The client wanted to secure mortgage finance to build the extension they required for their growing family SOLUTIONS The family preferred the extension option rather than moving home because their home was in the catchment area for […]

Overwhelmed property investor

CASE STUDY Existing property investor feeling overwhelmed by their portfolio OBJECTIVE To work with the client to put measures in place so that they can develop a property portfolio that meets their needs SOLUTIONS We established the position of the business, and tax position and identified poorly performing properties. We held a number of meetings […]

Retiring couple wanted to bridge a gap in their retirement income

CASE STUDY Retiring couple came to us to bridge a gap in their retirement income OBJECTIVE The clients wanted to generate an additional £2000 per month in pension income SOLUTIONS The couple had a lump sum of £170,000 to invest. Utilising their lump sum we secured four buy-to-let properties for the couple. Not only did […]

A client was widowed very suddenly leaving behind herself and two children

CASE STUDY A client was widowed very suddenly leaving behind herself and two children OBJECTIVE A recently widowed client came to us to invest her late husband’s life insurance to secure her income SOLUTIONS The client had a life insurance policy set up by our partner company Liddle Perrett to invest. We sourced ten suitable […]