JEFS Case Study
Securing a Bespoke Finance Solution
A client approached James Evans seeking a sophisticated funding arrangement totalling £4 million. Their immediate need was £1 million to repay an existing lender, with the additional requirement of a flexible line of credit to purchase further shares in a trading business.
Leveraging our strong relationships with private banks, our team undertook a comprehensive market search to identify the most suitable financing structure. Our broker worked closely with multiple lenders to ensure the client’s needs were met with both competitive terms and flexibility.
Our Solution
After extensive negotiations, we secured a tailored package comprising:
- £1 million loan on a 5-year fixed rate at 4.6%, allowing the client to settle their existing lender.
- £3 million line of credit with flexible drawdown options. The client benefits from only paying interest on the amount utilised, offering maximum flexibility for future investments.
Summary
This case highlights James Evans’ ability to deliver bespoke finance solutions by capitalising on deep private banking relationships and market expertise. Our client now enjoys both financial stability and the flexibility to pursue strategic business growth.
If you would like to receive personalised advice from one of our brokers, the team at James Evans are always at hand to assist you with any enquiries.
