Case Studies

Clients arranged an appointment because they had been renting for 2 years and were struggling to find any surplus income to save for a house deposit. They were both on good incomes but their rental payments were high. As they both had good credit scores and they had...

Our clients wanted to buy a new family home. They are company directors and applicant 1 owned 70% shares and applicant 2 owned 30% shares. Their business had increased in profit in the latest year but they wanted to grow their business so the dividends they were...

A couple came to us panicking that they were told by another adviser that there was no way they could do what they needed. They had come to the end of the 5-year help to buy loan, their 5-year fixed rate was coming to anend. Together with this they had taken out loans...

A client requested that we help to consolidate all their debts into one and raise funds for home improvements. They were a contractor and they had been contracting for less than 6 months and only had 1 month remaining on the existing contract. As yet there was no...

This client was looking to buy a property in the UK for his wife and children. He was overseas resident and paid in foreign currency, however his wife was British. The challenges here were the deposit and the income which were in another currency. We were able to...

This was a case where a couple had split, however one party wished to remain in the property for their children’s sake. The difficulty here was the remaining party’s income, which was from self-employment of less than a year and therefore insufficient at this time to...