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PRIVATE CLIENT ADVISERS
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Case Studies

Our mortgage success stories

High-value Mortgage for the Client of a Professional Accountant
3rd October 2022
Spanish Mortgage for the Client of a Professional Accountant
Securities-Backed Loan for a Client of an International Law Firm
3rd October 2022
Securities-Backed Loan for a Client of an International Law Firm
Unsecured Corporate Loan for a UK Business
Islay Robinson - 1st August 2022
Unsecured Corporate Loan for a UK Business
Bridging Loan Delivered to the HNW Client of a Corporate Trustee
Islay Robinson - 1st August 2022
Bridging Loan for HNW Client of a Corporate Trustee
UK Boutique Hotel Refinance
Islay Robinson - 14th June 2022
UK Boutique Hotel Refinance
$3 Million US Listed Stock Loan to diversify assets
Islay Robinson - 13th June 2022
$3 Million US Listed Stock Loan to Diversify Assets
Equity Release from Investment Property Portfolio
Islay Robinson - 6th June 2022
Equity Release from Investment Property Portfolio
Solution for trustees looking to generate capital for an insolvent trust
Islay Robinson - 6th June 2022
Solution for Trustees Looking to Generate Capital for an Insolvent Trust
Helping a Private Banker Source a Large Loan for a VIP client
Islay Robinson - 6th June 2022
Helping a Private Banker Source a Large Loan for a VIP client

Our case studies are based on real scenarios and outcomes. The details have been anonymised and generalised to protect the identity of those involved.