by Luther | May 30, 2025 | Case studies, HNW, Mortgage tips, Private Banks, Self-employed
Client Background Our existing clients—a self-employed couple—approached us with a clear goal: to secure a £2.3 million loan to release equity from their residential mortgage and purchase a holiday property in the Italian Alps. Their property, which included over 30...
by Luther | Jul 3, 2024 | Mortgage types, Private Banks
Transfer from SPV to personal ownership At Orton Financial, we specialise in finding solutions for complex situations. One example involved a client who wanted to convert a previously rented property from their limited company (SPV) into their main residence. However,...
by Luther | Jun 29, 2024 | Case studies, HNW, Mortgage types, Private Banks
Have you ever dreamt of finding your perfect home – a sprawling estate with endless possibilities? But what if making that dream a reality involved some unique challenges? This was the case for one of our long-term clients… Challenge: Long-term clients found their...
by Luther | Jun 16, 2023 | Case studies, HNW, Private Banks
Area: London Amount raised: £13 Million The scenario The client was an ultra-high-net-worth individual who wanted to purchase a £20 million property in Surrey. They approached a broker for financing because of their complex multinational corporate structure. They also...