HIGH NET WORTH CLIENTS

A more considered

view of capital.

Private mortgage and property finance advice for clients whose circumstances deserve a wider, more intelligent view.
PRIVATE CLIENT ADVICE

Complexity handled quietly.

We look beyond a single income figure or headline rate to understand assets, structures, liquidity and the decisions around the property. Open a section below to explore how we support high net worth clients.
High net worth clients
Mortgage advice for individuals whose wealth, income or wider affairs require a more personal lender view.

Many wealthy individuals have specific requirements when it comes to mortgages, and it can be difficult to find a lender willing to accommodate them. Levana Finance has worked with high net worth clients including diplomats, UAE-based clients and investment bankers working for institutions such as Goldman Sachs.

A small number of lenders specialise in high net worth clients and understand the need for highly personalised service. They can provide tailored solutions that take account of a client’s financial position, offering greater flexibility around loan terms, assets and income.

With the right lender, clients can receive advice that reflects their wider financial position and long-term objectives, while navigating the complexities that can accompany property, tax and estate planning. The right mortgage should support financial security and protect the wider plan.

A WIDER VIEW

We coordinate with the advisers around you where a mortgage decision forms part of a wider financial plan.

 

Private banks
Access to flexible, tailored mortgage solutions through private banks and specialist lenders in the United Kingdom.

Private banks in the United Kingdom offer a range of mortgage services to high net worth clients. They can provide competitive rates and flexible solutions tailored to the individual circumstances of each borrower.

Alongside traditional mortgage products, private banks may offer exclusive facilities that are not available to the general public. Loan-to-value ratios, interest rates, repayment terms and other features can be structured around the client’s requirements, with larger or jumbo-style lending available in appropriate circumstances.

Private banks also offer personalised advice throughout the mortgage process. By working closely with the client and their wider advisers, they can provide a high level of support and guidance while the right property finance solution is arranged.

A WIDER VIEW

We coordinate with the advisers around you where a mortgage decision forms part of a wider financial plan.