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PRIVATE CLIENT ADVISERS LENDERS
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Case Studies

Our mortgage success stories

Private Bank Lending for Family Property Strategy
Michael Frimpong - 15th April 2026
Private Bank Mortgage for Family Property Strategy
international mortgage refinance
Conor Groome - 14th April 2026
International Mortgage Refinance on €3.5M Spanish Villa
Courchevel Ski Chalet Refinance for UHNW multi-jurisdictional clients
Conor Groome - 13th April 2026
€2.5M Refinance on €5M+ French Ski Chalet
International Private Bank Mortgage for Main Residence in France
Sam Dore - 13th April 2026
International Private Bank Mortgage for Main Residence in France
85% LTV Mortgage on £2.75M Prime Central London Home
Chris Lloyd - 12th April 2026
85% LTV Mortgage for US Buyers Purchasing Prime Central London Property
$80M USA Hospitality Development Finance for Mixed-Use Project
Tamara Crowson - 12th April 2026
$80M Development Finance Facility for Mixed-Use Project
Joint Borrower Sole Proprietor Mortgage for First-Time Buyer in Central London
Ben Derbyshire - 10th April 2026
£980K Mortgage at 80% LTV for First-Time Buyer Using Joint Borrower Structure
asset based lending
Jack Dowling - 10th April 2026
£2.4M Asset-Based Lending Facility to Refinance Liabilities & Stabilise Cash Flow
asset based lending
Jack Dowling - 10th April 2026
£3.2M Asset-Based Lending Facility Using Inventory and Receivables Finance
working capital facility
Jack Dowling - 10th April 2026
£1.8M Working Capital Facility to Refinance Debt
Client is a West African National and Resident
Ben Derbyshire - 9th April 2026
International Mortgage Refinance for a London Holiday Home
Capital Raise Against an Unencumbered London Residence to Settle Corporation Tax
Fergus Shires - 8th April 2026
Capital Raise Against Property for Tax Bill
£150k Unsecured Business Loan Completed in 72 Hours
Jack Dowling - 8th April 2026
£150k Unsecured Business Loan Completed in 72 Hours
Refinance of a Block of Leasehold Flats in the North West
Fergus Shires - 7th April 2026
£470k Portfolio Refinance at 75% LTV Using a Specialist Lender
Hotel Purchase and Renovation in the Scottish Highlands
Fergus Shires - 6th April 2026
£2.6M Hotel Development Finance Facility in the Scottish Highlands
€2M Cross-Border Invoice Finance for Recruitment Group
Chris Davey - 3rd April 2026
€2M Cross-Border Invoice Finance for Recruitment Group
British Expat Returning to the UK, Earning in a Foreign Currency
Chris Lloyd - 2nd April 2026
£430k Mortgage for Returning UK Resident with Overseas Income
€1M+ Portugal Equity Release for Investment-Income Clients
Savanna Baile - 1st April 2026
€1M+ Portugal Equity Release for Investment-Income Clients
$15M Caribbean Development Finance for Luxury Project
Tamara Crowson - 31st March 2026
$15M Caribbean Development Finance for Luxury Project
€10m+ French Riviera Refinance for EU High-Net-Worth Clients
Savanna Baile - 31st March 2026
€10M+ French Riviera Mortgage Refinance
$2m Facility Secured Against Investment Portfolio and Digital Assets
Charles Bailey - 27th March 2026
$2M Facility Secured Against Investment Portfolio and Digital Assets
£500k Loan Secured Against Concentrated Tesla Shareholding
Charles Bailey - 26th March 2026
£500K Loan Against Tesla Shares at 60% LTV
£7.5m Private Credit Facility Against Private Equity Shares
Charles Bailey - 24th March 2026
£7.5m Private Credit Facility Against Private Equity Shares
75% LTV Interest-Only Buy-to-Let Mortgage for US-Based High-Net-Worth Clients
Toby Johncox - 23rd March 2026
£900k London Buy-to-Let Mortgage at 75% LTV for International Clients

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