Our customers, experienced and successful property investors, were looking to raise capital as well as replace their existing mortgages.

Underlying the transaction was some IHT planning and a key requirement was raising as much capital against the properties as possible. – Dave commented:

“It was a fantastic opportunity for me and 2XL to assist the clients re-finance part of their investment portfolio. The opportunity was made more challenging by the customers being expats, currently living and running a business in Canada. However good cooperation by all involved delivered a new finance package which not only met customers’ requirements but within the required timescale. I very much look forward to working with them on other projects.”

The client was obviously delighted and commented:

“As has been the case with all our family’s dealings with Dave to date, he provided an excellent service from start to finish, understanding our requirements and tailoring a solution that met with our objectives.  With the product chosen and applied for, Dave continued to update us on key milestones and ensured the process ran as smoothly as possible.”