Clients

Private Clients

As an independent broker, we relish the opportunity to work with our Private, Corporate and Commercial clients to source the best possible terms from lenders to meet their diverse needs. In some cases, we are able to find packages that may not be offered on the open market.

Whatever the requirements, whether it be acquiring a property, restructuring current debt, buying a new business, or securing the purchase of a superyacht, we search the market place to ensure that we find a lender that will align to our client’s long-terms interests and goals.

Having found the lender, we will use our experience to enhance applications to the lender and provide the best possible chance of securing finance on the best possible terms.

Legal Professionals, Accountants and Tax Advisers

We work with an extensive network of professionals supporting our clients with their financial requirements.

Trustees, Corporate Service Providers and Family Offices

As an independent broker, we are focused on structuring and arranging the right finance solutions for clients.

Added Value

  • Corporate governance independent “whole of market” reviews on lending structures
  • Marine/Aviation acquisition funding structures
  • Knowledge, understanding and experience of “offshore structures” and which financial institutions can accommodate these more complex offshore ownership models
  • Thorough understanding of funder’s internal processes and procedures (Know Your Customer/legal/draw-down)
  • Overview of facility documentation and, due to extensive experience, pro-actively recommend alternatives to the client’s advantage