Private Client Adviser Guide

Private Client Adviser Guide

This Enness Guide is free to download and can be accessed as soon as you complete the form.

About Guide

As a private client adviser, you may regularly need to source diverse debt and finance solutions for your clients and prospects. You may not be able to handle these requests in-house, or you need the help of an expert partner like Enness to search the market and negotiate a hand-built finance package for your client. 

The more complex your client’s background or situation, the more value we will add to brokering any kind of finance deal. In many cases, by sourcing the best finance for your clients, we will also be helping you win new assets and business. 

No matter your client’s scenario and whatever they want to finance, Enness will work in a way that compliments your approach, your work, and your goals.  

This guide will be helpful if you work in a:  

  • Private Bank 
  • IFA or Wealth Manager
  • Single or Multi-Family Office 
  • Trust or Fiduciary Role 
  • Law or Accountancy Firm 
  • Any client facing role involving HNWs

This Guide Covers

  • How We Work With You
  • Our Process
  • UK Property Finance 
  • International Property Finance 
  • Securities Lending
  • Bridging Finance 
  • Crypto Finance 
  • Corporate Finance
  • Luxury Asset Finance 
  • Case Studies

Who are Enness?

Established over a decade ago, Enness has earnt its place as the market leading high net worth (HNW) international mortgage brokerage.

In addition to securing finance and protection, our dedicated and multilingual team is well versed in helping clients make the most of their high value assets – be that releasing capital for onward investment, or improvements to the existing property.

Our team takes a bespoke, holistic approach, and has carefully built up an extensive network of lenders to ensure we can always secure the appropriate finance for your situation.

Who are Enness