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Portfolio Archives: UK Property

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Complex income profile Grade II listed refinance

UK PropertyBy David WatsonOctober 1, 2024

Our distinguished client, a high-net-worth individual, sought financing for a distinctive estate valued at £4.25 million. They required a £2.5 million loan to capitalise on a specific investment opportunity.

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Refinancing for Finnish National and US Resident

International, UK PropertyBy David WatsonOctober 1, 2024

Our client, a distinguished Finnish national with substantial wealth currently residing in the USA, sought our expertise to secure capital for the purchase of a new home in the United States, their primary residence.

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High-net-worth family wealth management

UK PropertyBy David WatsonOctober 1, 2024

With significant assets spread across a diverse investment portfolio, real estate holdings, multiple family businesses, and pension accounts, they required a comprehensive approach to ensure their wealth was preserved and optimised for future generations.

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