We assisted this charity organisation with a property purchase

Opportunity:

The client was looking for a bank to assist them with their property purchase, but also a bank that understood their business and aligned with their values as an organisation.

Approach:

We went out to the whole market of lenders on our panel to not only find the best deal but also a lender that would be best suited to the client in terms of understanding a complex charity.

Solution:

We found 4 lenders that would support the client, 2 of which made it through to the Trustees for decision, one being a high street bank the other being a specialist lender in the charitable sector. The decision was made to go to the charitable sector lender as their presentation stood out from the high street bank and they shared the same values so the decision was made to go with the charitable lender.