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.”