How to leverage your investment portfolio to raise capital

Leverage youor investment portfolio
Wednesday June 3, 2020

At we help people overcome a variety of challenges to secure their ideal property. Often this relates to the client’s individual situation, but in many cases the property itself also proves a challenge to finance. If you have a unique situation you’d like to talk to us about, speak to one of our expert advisers on 020 7519 4984 or email us.

Case Profile

We were recently approached by clients who were looking to raise £750,000 against the value of their unencumbered home, valued at £1.8m.

Both had retired early and were now involved in consultancy for start ups which were not yet profit making, therefore they had no traditional income on which to base their lending application. Regular lenders drew a blank, and therefore they sought out the services of the expert adviser team at


Our Senior Partner, Nigel Bedford, identified that the couple’s investment portfolio was worth over £10m and that, if they so desired, they could raise at least £500,000 per year for the next 20 years by cashing in a portion of their investments. This would be enough to fully service the mortgage in the coming years. Having presented these facts to a specialist lender and their underwriting team, Nigel drove the case to completion at a fantastic rate, fixed for the next 5 years.

If you would like to find out more about leveraging your investment portfolio to raise capital, or if you have any general queries about large or specialist lending, don’t hesitate to get in touch with our team.

Your home or property may be repossessed if you do not keep up repayments on your mortgage.

Property prices can fluctuate down as well as up. You should ensure that you have alternative arrangements should your property value fall below the borrowing amount outstanding.

This information does not constitute financial, legal or accounting advice. Investors should seek their own independent advice before proceeding.

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Specialists in creating innovative and bespoke funding solutions.

Your home or property may be repossessed if you do not keep up repayments on a mortgage or any other debt secured on it. Changes in the exchange rate may increase the sterling equivalent of your debt. You may have to pay an early repayment charge to your existing lender if you remortgage. Think carefully before securing any other debts against your home. is a trading name of Ltd, Aegon House, Ground Floor Suite, 13 Lanark Square, London, E14 9QD authorised and regulated by the Financial Conduct Authority (FCA). Our FCA registration number is 302228 and can be viewed by visiting the FCA website: The FCA does not regulate tax advice or some aspects of commercial, buy to let, overseas mortgages, bridging finance, finance and asset lending. Ltd is a licensed credit broker, and not a lender. Ltd Registered in England and Wales No: 5070990 Registered Address: As above. The guidance and advice contained within the website are subject to the UK regulatory regime and is primarily targeted at UK customers. Calls may be recorded for training and monitoring.
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