Asset-Rich Individual – Specialist Later Life Facility

Asset-Rich Individual – Specialist Later Life Facility

Million Plus
Million Plus
January 27, 2026
Our client was an asset-rich individual in their early seventies holding multiple unencumbered UK residential properties alongside a diversified investment portfolio. Income was intentionally modest, reflecting lifestyle choice rather than financial constraint, which limited access to conventional mortgage products. Traditional equity release options were misaligned with the client’s objectives, offering limited flexibility and reduced long-term […]
International Investor – Private Bank Later Life Lending

International Investor – Private Bank Later Life Lending

Million Plus
Million Plus
January 27, 2026
The client was an international investor in their late sixties with a prime London residence held alongside overseas investments and family trust structures. Their wealth was concentrated in long-term assets, with limited UK income but significant global net worth. High-street lenders were unsuitable due to cross-border complexity, age criteria, and affordability assessments that failed to […]
Retired Business Owner – Later Life Mortgage

Retired Business Owner – Later Life Mortgage

Million Plus
Million Plus
January 27, 2026
Our client was a retired business owner in their early seventies who had built substantial wealth following the sale of a UK-based company. Their assets were primarily held in a prime main residence valued at approximately £3.4 million, supported by diversified investment portfolios and liquid reserves. While earned income had reduced following retirement, overall net […]
Structured Lending Secured on Museum-Grade Antiques for a Family Office

Structured Lending Secured on Museum-Grade Antiques for a Family Office

Million Plus
Million Plus
January 27, 2026
A family office managing multi-generational wealth held a collection of museum-grade antiques alongside financial investments and real estate. Liquidity was required to rebalance the portfolio and fund succession planning costs, but the family wished to avoid selling culturally significant assets. Million Plus Private Finance coordinated valuations and positioned the lending request within the family’s overall […]
Financing Against International Antique Assets for a Cross-Border Investor

Financing Against International Antique Assets for a Cross-Border Investor

Million Plus
Million Plus
January 27, 2026
An international investor held a diversified collection of antique artworks and historical objects stored across the UK and Europe. The client required short-to-medium-term liquidity to fund a property development opportunity but preferred not to sell assets or unwind existing investments. Conventional lenders were unable to assess the assets within standard criteria. The case was structured […]
Raising Liquidity Against a Curated Antique Collection for a UK Business Owner

Raising Liquidity Against a Curated Antique Collection for a UK Business Owner

Million Plus
Million Plus
January 27, 2026
The client was a UK-based business owner with a substantial collection of period furniture and decorative antiques held alongside commercial property and retained corporate profits. While asset-rich, the client sought liquidity to support a business acquisition without diverting capital from core operations. High-street lenders were unsuitable due to the non-standard nature of the assets and […]
Showing 1 to 6 of 511 results
Showing 1 to 6 of 511 results