Sally’s
Success Story
Background: Sally is the owner of a successful limited company that provides staff, training and other essential services to airports globally. With a growing business and improving profits, Sally decided it was time to purchase her dream home.
Challenges: Sally faced a significant challenge common among individuals who run their own business; she was advised to take out a dividend to qualify for a mortgage. This approach would have been costly and complicated, potentially impacting her business finances.
Solutions: Sally was initially referred to us by a friend. She was then allocated to our expert advisers who specialise in mortgages for company directors. Our team thoroughly reviewed her financial situation and her business performance to ensure there were no issues prior to applying for a mortgage. Finally, her expert David, recommended a strategy to take advantage of her limited company status.
Results: Thanks to our tailored approach and industry expertise, Sally secured the mortgage she needed without the unnecessary step of taking out a dividend. This resulted in significant cost savings and allowed her to purchase her forever home.
In Her Own Words: “ I can’t even begin to explain how game-changing this house purchase and move has been for my husband and I, upgrading from a mid-terrace town house, on a busy road with a ‘postage-stamp-sized garden’ to our dream home with two thirds of an acre of land. I honestly pinch myself every day and keep expecting someone to tell me this was all a dream because I never thought purchasing a property like this was a possibility.”
How would you describe your experience?
Dealing with David and the team at New Wave was simply incredible. I felt totally confident throughout the entire process that everything was being looked after and that I was in the safest of hands with correct advice and brilliant management of my expectations.
Why New Wave?
I had been recommended to New Wave as a business owner and was blown away by how helpful David and the team were. I would highly recommend New Wave to any business owner like me who is beginning their property and mortgage advisor search.
