fbpx

Case Studies

Our passion is helping you to invest in a brighter future and achieve your life ambitions, whether that is paying off your mortgage, starting a new business, helping you to retire earlier than expected or setting up a charity. We have provided advice and helped several clients achieve their ambitions, please see below some of our favourite client case studies:
renovate your home with equity release

Helping Your Children Through Equity Release

Our clients who had been retired for a while wanted to help their son purchase a flat and provide some security...

helping your children through equity release

Renovate Your Home With Equity Release

Our client was a 63-year-old single man who had retired. He wanted to generate some money to make home renovations...

Case Study - young first-time buyers

Young Couple First‑Time Buyers

Our clients were a young couple, aged 23 and 24 years old, looking to purchase their first property...

financial planning for retirement

Financial Planning For Retirement

Our clients found themselves balancing mortgage and property wishes, with a desire to save as much money as possible ...

RFS blog - raising capital

Raising Capital In The Current Market

We were working with a client to potentially remortgage their property in order to consolidate some unsecured debts and raise capital...

RFS blog - mortgage with a default

Getting A Mortgage With A Default

Our clients were struggling to get a mortgage because of a default against their name for a very small amount...

Case study - income protection

Do you have the protection in place?

Our clients, a couple, were looking for a property when the husband received a £8,000 pay rise which meant...

RFS Blog - family

Have You Outgrown Your Property?

Have you outgrown your property and now want to rent it out? Our client contacted us to enquire about...

Case study - securing a mortgage

Having Children and Securing A Mortgage

Our latest clients were looking to find a let-to-buy mortgage so that they could then purchase a new property...

RFS Blog - children critical illness

Children’s Critical Illness as part of your cover

Resolve Financial Solutions were approached by an existing customer who had been researching online various critical illness providers...

RFS Blog - limited company mortgages

Is a limited company mortgage what you need?

One of our recent case studies focuses on a client that has just exchanged on two limited company purchases...

Case study - a flat with cladding

Purchasing A Flat With Cladding

Our client lived in a rented property for a number of years and she became interested in purchasing the...

Relationship breakdown? Need to buy a partner out?

An existing Resolve client referred a family member to us who was going through a relationship breakdown...

RFS - Case Study - First-time Buyer

First-time Buyer and Self‑Employed?

Our client was a single person who was self-employed and a first-time buyer. He had been given the opportunity...

Self-employed and looking for a Mortgage?

A couple, both with multiple sources of income from a combination of self-employment and employment were looking to buy...

Sustainable Investment Values?

We were approached by our client who had built up various investments over the years. In the past, she had received advice...

RFS - Case Study - pay for care

Equity release to pay for Mother's care

Our clients were two brothers who had power of attorney over their mother’s affairs. The mother was in her...

Do you know when you can afford to Retire?

The clients, a couple, approached us to work with them to create a timeframe for how to plan for retirement...

To move or improve. Considered Remortgaging?

The clients were a couple looking to start a family and upsize to a larger home. They were referred by an existing client...

RFS Blog - financial future

Do you have your financial future mapped?

Our clients successfully run their own business. They are busy, not just with work, but with the demands of a young family..

Scroll to Top