FREE Property Portfolio Review Spreadsheet
Our team of BTL, bridging, mortgage and insurance Advisers use a variety of financial planning tools, including a tried and tested property portfolio review spreadsheet, in order to help our Clients to achieve their aims.
We now offer you this FREE spreadsheet to download and use to help you to review your own portfolio.
This property portfolio review spreadsheet calculates LTV's (confirm your leverage), possible available equity (to release and reinvest?), an example of a reduced interest rate product (to reduce your current outgoings?) and provides you with the ability to have a detailed overview snapshot of your portfolio, all in one easy to use format.
And .... as an added no cost extra, by downloading this free resource, we are offering you and, by downloading the property portfolio review spreadsheet, you agree, that one of our financial advisers can call and offer you a free one to one review of your financial position. We do not charge any fees to discuss your objectives and present detailed options. This free service includes personalised advice and guidance on mortgages, life insurance, wills and estate planning. It is not compulsory to work with our professional, award winning, hugely experienced and expert Advisers (☺) however as it’s a free service, so clearly you have nothing to lose and you could still have a potential huge return to enjoy!
To download your Free Property Portfolio Spreadsheet, please complete and submit the form below and the link to access the spreadsheet will be provided.
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