JEFS Case Study
At James Evans Financial Services, we take pride in finding solutions for clients with unique financial circumstances. Recently, we assisted a pair of US residents in securing a loan to purchase a second home here in the UK.
The Challenge
This case came with a few challenges. The clients’ income was solely US-based, and at 65 years of age, their lending options were more limited. As a result, only a small pool of lenders were willing to consider their application.
Mortgage Solution
Thanks to the expertise and strong relationships of our broker, we were able to navigate these restrictions and source an excellent deal. The clients secured a highly competitive rate, just 1% above the Bank of England base rate.
Case Turnaround
Even more impressive was the speed of the process. From application to offer, the loan was agreed in just five working days. This showcases the efficiency and value of working with an experienced broker who understands both the market and the needs of clients.
The Outcome
Other Case Studies
Client Profile We were approached by a French national with Indefinite Leave to Remain (settled status) who was looking to purchase their existing property directly from their landlord. The agreed...
Client Profile At James Evans Financial Services, we were recently approached by an existing client seeking to fund the purchase of a rare 1950s Ferrari, with a purchase price of...