About

We are a team of lending and private banking experts providing effective, independent advice and strategic management of our clients' lending needs. We do this by drawing financial solutions which maximise value for our clients through a transparent process.

Built on the principals of trust through insightful practice, we ensure that we are as much a part of our client’s team as we are our own.  With a particular focus on families and corporates with material or complex exposure to real estate, we have a streamlined and efficient approach to finding the best financial solutions in a challenging banking and regulatory environment. 

Having successfully originated and managed more than £2bn of lending transactions across 30 years of combined experience, we understand our clients’ needs and match these to the right financial institution. We manage the processes involved to provide the most efficient execution possible, and remain on hand for the full loan term to ensure the facilities perform in line with the lender’s requirements.

Our vision is to be considered as the leading independent debt placement and liability management specialists for ultra-high net worth families and small institutions.

 

 

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