Here’s an example of a case where we worked with our intermediary to take into consideration their clients’ needs and provided a bespoke product to fit their clients’ individual circumstances. We were delighted to be able to offer a high-quality personalised service for these high net worth clients who were reviewing their property portfolio.
The clients’ scenario
The clients were looking to arrange a new remortgage deal for their grade II listed home in the country.
They owned a portfolio of buy to let and residential properties and we considered the entirety of their situation when assessing their affordability. We looked at their rental income, their self-employed earnings along with proceeds from the sale of a business and the future arrangements of this transaction, to offer a tailored solution for their remortgage needs.
We agreed a remortgage solution that included the following features:
- High net worth
- Interest only
- Borrowing over £1m
- Grade II listed building with large acreage
- Ten-year term
- Multiple income sources
Bespoke products and a personalised service
Commenting on this case, Specialist Lending Manager William Edwards said: “It was a pleasure to assist our intermediary partner by providing a bespoke remortgage for their HNW clients. By considering all aspects of their background wealth alongside their income we were able to provide a solution that met their requirements”
This is a recent case example, pricing is tailored to your clients’ individual circumstances. Article details are correct as at September 2022.