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Case Studies

By: Harish Hirani, Nov 24 2023

Secure your mortgage rate early

James and Clare’s mortgage product was due to expire in 6 months. The couple were worried about the current market tur...

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By: Harish Hirani, Sep 15 2023

First Time Buyer – Recently Self Employed

Rakesh & Miranda have been renting privately for the past three years and with their landlord increasing the rent, t...

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By: Harish Hirani, Sep 08 2023

What if the outcome had been different?

Charlene is a 42-year-old, mum of two. She works part-time and her husband works full-time. In the last year, Charlene f...

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By: Harish Hirani, Apr 14 2021

Re-mortgage (Product Transfer) With Better Loan to Value (LTV)

Nishil and Sara bought their property 2 years ago and they planned an extensive renovation project, which is now complet...

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By: Ramesh Dabasia, Apr 07 2021

Relocating to a Larger Property for Schools

One applicant was employed and the other was a self-employed newly qualified dentist. The self-employed applicant did no...

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By: Harish Hirani, Mar 31 2021

Concessionary purchase

Neil lives at home with his parents. He is employed and has a well-paid job. Neil’s parents have an interest only mort...

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By: Harish Hirani, Mar 26 2021

HMO Remortgage

We were approached by Ella, who owned a large house that she rented out. Ella had built up significant equity in the pro...

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By: Harish Hirani, Mar 19 2021

Commercial Mortgage – A New Home for a Growing Communications Busine...

Date completed: 30th January 2021 Loan amount: £475,000 Location: West London Our client had outgrown their current off...

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By: Harish Hirani, Mar 12 2021

Are you a business owner with key employees?

Sean Williams is a Director for a well-known marketing company.  One of their employees, Derek Smith, was a valuable me...

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By: Harish Hirani, Feb 27 2021

Bowel Cancer Changed My Life

Earlier this year 39-year-old Craig, felt dizzy and fell off a ladder while cleaning his windows, fracturing his foot. H...

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By: Harish Hirani, Feb 22 2021

I need to Financially Protect My Daughters

Sandra’s husband died from a brain tumour 5 years ago before they were both 40, leaving behind his distraught wife and...

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By: Harish Hirani, Feb 17 2021

If only my dad had been advised on protection

After finishing her education, Simi was fortunate enough to land a job, where she was able to work hard and save enough,...

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