Summary

At the time, Paula and her daughter, Sarah, were living in the property and were both eager to secure it as their permanent home. As first time buyers they were unsure how to raise the funds to purchase the share Paula's brother held in the property. They knew they needed professional help and guidance, so contacted SWMB to discuss their plans.

Issue

However, Paula’s income alone was not sufficient to obtain the necessary loan. Fortunately, Sarah was keen to contribute and join her mother on the mortgage. This gave us confidence that we could secure a suitable and affordable solution to meet their needs.

Solution

The outcome was a competitively priced five-year fixed-rate mortgage with a mainstream lender. This not only provided them with peace of mind over their budgeting for the initial five years but, most importantly, allowed them to keep the home they loved.

Result

As first-time buyers, both Paula and Sarah were delighted when the mortgage was successfully completed, and they could finally call the property their own. With clear advice and step-by-step guidance, their initial confusion and anxiety gave way to relief and confidence.

“Thanks for all your help, Paul. We didn’t have a clue where to begin with finding a mortgage, but you made the whole process easy to understand. We couldn’t have done it without you!”
Paula & Sarah

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