Client
Time-poor private client in the process of buying super-prime London real estate
Objective
How can we secure the best possible terms for financing and manage workload for the client?
Solution
- Conduct a competitive tender with five lenders – with banks and non-traditional counterparties
- Coordinate tax advice on their behalf
- Lead negotiation and project management
Outcome
We succeeded in securing and completing an initial 2-year loan on attractive terms. Furthermore, despite challenges with planning, we extended the loan on the same terms and without the need for additional funds from the client.