Our client was a single person who was self-employed and a first-time buyer. He had been given the opportunity to purchase his rented home from his landlord. After meeting with the client to gather information, […]
First-time Buyer and Self-Employed? view more
Our clients were two brothers who had power of attorney over their mother’s affairs. The mother was in her mid-90s and had severe dementia. Her wish was for her to remain at home and for
Equity release to pay for care view more
A couple, both with multiple sources of income from a combination of self-employment and employment were looking to buy a property. They had previously spoken to a high street mortgage advisor who had advised them
Self-employed and looking for a Mortgage? view more
An existing Resolve client referred a family member to us who was going through a relationship breakdown. The client needed to raise enough capital to purchase her ex-partner’s share of the former marital home. The
Relationship breakdown? Need to buy a partner out? view more
Our clients successfully run their own business. They are busy, not just with work, but with the demands of a young family. We met with them, in the comfort, and convenience, of their home, to
Do you have your financial future mapped? view more
We were approached by our client who had built up various investments over the years. In the past, she had received advice on how and where to invest but had never felt her adviser had
Sustainable Investment Values? view more
The clients were a couple looking to start a family and upsize to a larger home. They were referred by an existing client, who had arranged their mortgage through us. After meeting with the clients
To move or improve. Considered Remortgaging? view more
The clients, a couple, approached us to work with them to create a timeframe for how to plan for retirement. Following an initial consultation, we established that they had built up to eight different pension
Do you know when you can afford to Retire? view more
