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Term Debt & Mortgages

Whether you’re buying, refinancing, or building a portfolio — we structure it properly.

We combine an accountant’s precision with a broker’s reach, sourcing mortgage solutions from challenger banks and lenders many brokers can’t access.

How We Help

Purchases and refinances, handled the same way — properly

Two different moments in your property journey, but the same principle underneath: the right structure from day one saves you money and stress later.

Purchases

Buying your next property

We look beyond the headline rate to find a mortgage that fits your actual plans — not just today’s purchase.

  • Residential investment and commercial property purchases
  • First-time investor guidance through to complex portfolio purchases
  • Access to specialist lenders for HMOs, MUFBs, and non-standard construction
  • Stress-tested against your wider plans, not just this one deal
Refinances

Refinancing what you already own

A maturing rate is an opportunity, not just a deadline. We review your whole position — not just the property up for renewal — before recommending a move.

  • Rate switches, capital raising, and debt consolidation
  • Portfolio restructuring across multiple properties or lenders
  • Releasing equity to fund your next purchase or refurbishment
  • Reviewed against current valuations, not outdated assumptions
Working With Us

How our clients use us to scale

A mortgage is rarely just a mortgage — it’s the next step in a bigger plan. Here’s how we help clients grow with confidence rather than one deal at a time.

01

A plan, not just a product

We look at where you want your portfolio to be in three to five years, and work backwards to the structure and lenders that get you there — not just what fits today’s application.

02

Access beyond the high street

Our relationships with specialist and challenger lenders mean options that simply aren’t available if you walk into a branch or use a comparison site — particularly for HMOs, limited company structures, and complex income.

03

An accountant’s eye on every deal

With 14 years in accountancy behind us, we look at structure and long-term cost — not just the headline rate — so today’s mortgage doesn’t create tomorrow’s problem.

Case Studies
Case Study — Portfolio Finance

£26.25m Refinance & Capital Raise on a £35m Property Portfolio

£35mPortfolio value
75%Loan to value
£26.25mFacility secured

The Challenge

Our client, an established portfolio landlord with a diverse residential investment portfolio valued at £35m, approached Venture Finance looking to refinance their existing lending arrangements and release capital for further acquisitions. The portfolio spanned multiple properties across varying tenancy types, held within a limited company structure — creating complexity around lender appetite, valuation consistency, and stress-testing at scale.

The client needed a lender able to look at the portfolio holistically rather than property-by-property, competitive pricing given the size of the facility, and a completion timeline that wouldn’t stall their acquisition pipeline.

The Approach

Drawing on our combined accountancy and brokerage backgrounds, we started with the numbers: modelling the portfolio’s aggregate rental income, ICR coverage, and net asset position to identify which lenders would view the deal favourably at 75% LTV before a single application was submitted. This accountant’s-eye due diligence meant we could pre-empt underwriting queries rather than react to them.

We then leveraged our specialist lender relationships to source facilities structured specifically for large, multi-title portfolios — securing terms that balanced rate, arrangement fees, and flexibility for future drawdown.

We secured a refinance and capital raise of £26,250,000 at 75% LTV against the £35m portfolio — releasing significant capital for the client’s next phase of acquisitions while improving their overall cost of borrowing across the portfolio.

The Insider’s Edge

It’s this combination — the Accountant’s Eye, the Investor’s Instinct, and the Consultant’s Reach — that lets us structure and place deals other firms simply can’t.

Term Loan · Multi-Unit Purchase

90% Purchase Price Term Loan for a 6-Flat Block Acquisition

6 UnitsBlock of flats
90%Of purchase price
<75%Of aggregate value

The Challenge

Our client identified a block of 6 self-contained flats being sold with vacant possession, priced attractively below the sum of the individual unit values. The opportunity was time-sensitive and the client wanted to move quickly while keeping their cash deployment as low as possible — but most lenders in the multi-unit freehold block (MUFB) space cap borrowing strictly at a percentage of aggregate value, regardless of the discount available at the purchase price.

The client needed a lender willing to lend against the purchase price itself, not just the aggregate valuation, in order to make the most of the below-market entry price.

The Approach

Because the purchase price sat comfortably below the aggregate value of the six units, we were able to identify a lender structuring the facility as 90% of purchase price, provided this did not exceed 75% of the aggregate value — meaning the client benefited from the discount they had negotiated, rather than being capped purely on aggregate valuation.

As the transaction involved more than five units in a single purchase, our accountant’s-eye review also flagged that the acquisition qualified for non-residential rates of Stamp Duty Land Tax rather than the standard residential rates — a distinction many brokers and buyers overlook on block purchases of this size.

We secured a term loan at 90% of purchase price for the 6-flat block, remaining comfortably within 75% of aggregate value — while the client also achieved a substantial Stamp Duty saving by qualifying for non-residential SDLT treatment on a purchase of more than five units.

The Insider’s Edge

Spotting the SDLT treatment alongside structuring the lending around purchase price rather than aggregate valuation is exactly where the Accountant’s Eye, the Investor’s Instinct, and the Consultant’s Reach come together — turning a good deal into a genuinely efficient one.

Ready When You Are

Let’s talk about your next move

Whether it’s a first purchase, a refinance, or a portfolio you’re building over years — we’d like to hear about it.

Start Your Enquiry