Providing you and your family with innovative and trusted solutions for the long term.
Over the past decade banks have been evolving both internally and externally and this, coupled with increased regulatory and compliance demands makes them much more selective when deciding the type of client and business they want. We use our knowledge of bank policies and our bank relationships to navigate through these requirements and assist our clients in making informed decisions to ensure they can choose the best banks to work with for the long term.
We are able to assist in arranging the opening of bank accounts for our clients, from the most simple to the most complex requirements. Using our knowledge and expertise and acting at all times with sensitivity and confidentiality, we collect and collate the appropriate information required by the banks, ensuring the least amount of stress and inconvenience to our clients.
By working closely and directly with client and bank we are able to deliver significant cost and time benefits to both parties, in addition to ensuring our clients have the appropriate banking services to meet their on-going requirements.
Our expertise and experience in structuring, negotiating and arranging complex credit facilities enables us to assess and present a compelling and highly detailed case to funding providers. In addition, the independent and impartial nature of our services allows us to work closely with a wide range of clearing and private banks and specialist asset finance companies. This ensures that our clients are placed with the best possible funding partner, one where a long term relationship can develop.
We can assist in the correct structuring of clients lending requirements. Working seamlessly with lawyers, accountants and other professional advisors, we ensure the appropriate structure is implemented both initially and as requirements change over time. We are also very well placed to provide clients with introductions to appropriate professional advisors.
Through our network of funding providers we are able to arrange solutions to assist with the funding and leverage of a variety of asset classes:
UK AND CHANNEL ISLANDS PROPERTY
• Country Estates
• Diversified portfolios
• Single line of stock
• Private Equity
• Classic Cars