Portfolio refinance

Even if you are a seasoned investor, it is worth reviewing your portfolio to ensure you are not paying over the odds for your finance. This is particularly the case if you haven’t looked at your finances for a while, as we are in an extremely low interest rate environment and rates may have fallen considerably since you last remortgaged.

The advantage of having a portfolio of investments is that you may be able to get preferential terms by reviewing the portfolio in its entirety. But where to start?

This is where SWG can help – we are whole-of-market brokers who can review your portfolio and suggest the best course of action when it comes to refinancing. We know which specialist lenders to approach to get the right deal for your circumstances, ensuring your investments are working as hard for you as they possibly can.