Full advisory on investment strategy, property search, acquisition and rental.
Referred by her private wealth manager, this client approached us to assist with investing a substantial portion of her assets in a targeted portfolio of properties for the future benefit of her young children.
- Although her children are still young, our client would like to retain the option of gifting each child one property when they reach adulthood. To avoid any sibling rivalry, the properties must be broadly comparable.
- Before engaging us, our client had bought her first investment property, a pretty cottage in SW6 but found the process time consuming and incompatible with the demands of a busy family life.
- For this reason, our client does not wish to engage in a major project – the properties we identify must be in close to move-in condition.
Our client has a strong preference for familiar areas but rather than focusing on SW6 (where house prices have spiralled over budget), we have suggested diversifying her portfolio into other South West London postcodes. We are currently actively searching in Wandsworth Town (which offers pretty and very rentable houses at the right budget level) and the increasingly charming Abbeville Village.