Book a discovery call
Home / Examples
Examples

See how we can help.

Illustrative examples of the areas we work on with co-director couples: mortgages, protection, and pensions.

Example

Purchase mortgages

Buying a home when your income comes from your own company.

See how it works
Example

Remortgages

Don't let your deal lapse onto a lender's standard rate.

See how it works
Example

Complex buy-to-let

Ltd company SPVs, portfolios, and non-standard properties.

See how it works
Example

Business & personal protection

Protecting the business, and each other, if one of you can't work.

See how it works
Example

Pension review

Old pensions, tracked down, checked, and brought into one plan.

See how it works
Example

Pension contributions

Getting money out of the business without over-paying tax.

See how it works

Not sure which one applies to you?

Take the free Couples Finance Score, or book a discovery call and we'll work it out together.

Book a discovery call Take the free score