how we operate

We work with our clients and their existing financial advisers and introduce our clients to the lending institutions who can provide the leverage required.  

Our business is completely driven by the aspirations of our clients and we have the flexibility to be able to agree a fee structure which suits each individual transaction. 

After we have had an initial meeting to discuss the transaction in detail, we set out the scope of our work in an Appointment Letter. Once the client is happy with our proposals we charge an Appointment Fee and then start work on the transaction.  We charge an Arrangement Fee, set as an agreed percentage of the gross proceeds of the loan and paid when the loan is drawn.

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