https://www.thelandsite.co.uk/professional-services/60-keystone-wealth-management-ltd/insightsLondon Rd, Kingston upon Thames KT2 6NH, UK[email protected]https://www.thelandsite.co.uk/files/members/19959f11667111e990a4024b03131eda/101-5d35dbb0dc495460370069.jpeg
Keystone Wealth Management Ltd
Keystone Wealth Management is a financial advisory business which can advise on pensions, investments, protection and mortgage for both individuals and corporates. We have a particular specialism in development finance, bridging finance and commercial finance.
Urgent top up funds.One of my developer clients had run into unexpected cost overruns on a development which the existing lender would not cover, leaving the client with a financial hole
South Coast developer exit.When a developer needs to exit their development finance, an agreed exit is a useful tool. It not only extends the term to sell the remaining units, it can quite often release funds to be used on other projects so that they are not constantly “stop-starting”
£20m Revolving Credit Facility.A business with £150m turnover which is traditionally a construction contractor now wants to purchase their own land to develop, requested a Revolving Credit Facility (RCF)
Often referred to as ‘the sandwich generation’, many 40 to 60 year old's can find themselves providing financial assistance not only to their children, but also to their mums and dads.
Corporate second charge.A large established business with multiple cross charges on assets required funds to use for cashflow in the business whilst a deal they are working on comes to fruition later this year. As the funds were only needed for a few months, the best option was a second charge bridge.
Development of 30 flats with commercial. £10m GDV. This project is currently at the planning stage. Lenders will not provide development funding until full planning has been approved. In this instance, the client was contractually obligated to complete within 10 days of planning approval being granted,
Octane Capital has provided a £4.3m bridging loan to fund a £1.2m capital raise across a 21-unit property portfolio.The borrower is an experienced landlord who required the funding for business purposes.The exit for the nine-month loan will be through the refinancing of the borrower’s property portfolio, which features commercial, residential and mixed-use units.
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