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Case study: A £12m remortgage across two homes for a technology entrepreneur

Investec took a holistic view of the client’s financial position to deliver a bespoke solution when revised property valuations created uncertainty around a significant refinancing.

The client

A successful technology entrepreneur who had built significant personal wealth through business ownership before diversifying into property investment and other commercial ventures. The client was seeking a £12 million remortgage secured against their main residence in Manchester and second home in London.

The challenge

The refinancing was initially structured at a blended LTV of around 50%, reflecting the expected value of the two residential properties being used as security. As part of the underwriting process, updated valuations were commissioned. While both properties remained attractive assets, the revised valuations came back lower than originally expected. This increased the LTV and threatened to reduce the refinancing amount. 

Our solution

Investec looked beyond the property values alone and assessed the client’s financial position holistically, taking into account their broader wealth profile, liquidity position and long track record of successful business ownership. This assessment enabled us to provide a £12 million two-part remortgage facility at c.50% LTV on a five-year, interest-only basis.


 

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Further information for mortgage brokers

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Important information:

Your property may be repossessed if you do not keep up repayments on your mortgage. Investec residential mortgages are only available for residential properties in England or Wales and are primarily available to UK residents and subject to eligibility. This is a case study based on the services we provide. Some details may have been changed for client confidentiality.

 

 

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