KEEPING IT IN THE FAMILY – GIFTING EQUITY
Justine was introduced to John & Joan who owned a property but were looking to emigrate to Portugal. As they owned their house outright, they wanted to help their 2 children, Sam & Pippa, get on the ladder by gifting some of the equity allowing them to purchase their property. As Pippa hadn’t long been […]
BUSINESS PROTECTION – TALK TO ME
Mr Mike & Mr Kurt Simson are 2 brothers that own an established building company which trades through a limited company. They both work really hard at building a profitable business but struggled to find time to review their business protection to ensure they have the right cover. Following a review with Marc, it was […]
YOUR BANK SAID “NO” – TALK TO ME
Embarking on Homeownership: Jack’s Journey with ME Jack is a hardworking individual who, after spending years living with his parents, was ready to take the leap into homeownership. With a dedicated full-time job and a strong determination, Jack set his sights on a charming Shared Ownership New Build property nestled in his local area. This […]
SELF EMPLOYED? NO PROBLEM
Turning Dreams into Reality: Hayley Andrews’ Homeownership Journey Meet Hayley Andrews, a dynamic entrepreneur who took the leap into self-employment just 18 months ago. While she had a wealth of experience, not having two full years of financial accounts posed a hurdle with traditional lenders. Her situation became more pressing as she navigated a separation […]
