
Home Mover
They moved into their dream home while keeping their original property as a long term investment, building both security and future wealth.
An intergenerational family came to us ready to move into a bigger family home due to emerging caring responsibilities. They loved their current property and didn’t want to sell it as they hoped to keep it as a rental investment.
Initially, this posed a challenge as their existing mortgage would not allow letting and they knew that they would need a new residential mortgage for their next home.
We restructured their finances by using the equity in their existing mortgage to raise capital and securing a let-to-buy mortgage, while securing a new residential mortgage for the larger home.
We were all incredibly pleased as the family were able to keeping their original property as a long-term investment providing the security, flexibility and assurance that they needed.