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Following a friend’s recommendation, our client contacted us to ask of we could help her invest her significant savings. After a careful and detailed fact find and a long discussion, it became clear that her aversion to risk meant that she did not want to commit all of her savings into investment funds.
She was, however, comfortable with the idea of purchasing property, and was quite keen to explore the idea of owning a property in London.
We were able to make some reccomendations on development projects which offered good value and potential – and once her decison had been made, she was quickly on her way to owning a property.
She decided on an interest-only mortgage, with a monthly investment program set up alongside to pay the outstanding loan at maturity. She was attracted to this loan structure as she wanted to invest in markets and was happy that any volatility could potentially benefit her through dollar cost averaging.
Our client is now the proud owner of a beautiful apartment in London which was furnished on completion and let within one week. We arranged for property managers to handle the letting, and she enjoys the regular income this provides now and should continue to provide into retirement.