Bridging to Buy-Before-You-Sell: Bridging Loan Enabled A CMO to Purchase a Country Home Without Selling Their Existing Property

Bridging to Buy-Before-You-Sell: Bridging Loan Enabled A CMO to Purchase a Country Home Without Selling Their Existing Property

CASE STUDY

Case Overview

When the opportunity to buy a dream countryside home arose, speed and the correct structure made all the difference for one uk-based professional. A tailored bridging finance solution enabled the Chief Marketing Officer to secure a £2.265m country home without having to sell  their current London property which would mean losing access to a market-leading mortgage rate.

By structuring a strategic deal and moving at pace, we helped the UK resident to retain a fixed mortgage rate of 1.69% until December 2025, while significantly reducing the need to draw on personal capital. Explore this case as we demonstrate the power of a flexible bridging loan when long-term financial strategy intersects with a short-term opportunity.

Client Profile

Profession: Chief Marketing Officer
Residency: UK Resident
Combined Property Value (cross-charge): £2.265M
Loan Amount: £865,000
• Loan Type: Bridging Finance at 0.79% p/m
LTV: 70%

Client’s Objectives

The client had three key goals:

  1.  Purchase the new country home quickly, without being dependent on the sale of their existing residence. 
  2. Retain their current mortgage, which was fixed at 1.69% until December 2025
  3. Preserve liquidity, and avoid tying up personal capital during the process.

The Challenge

Speed and precision were critical. A traditional route of sale and purchase would have risked  losing access to their favourable fixed-rate mortgage, forfeiting the property to another buyer with no chain, and straining the liquidity with early repayment or refinancing. They needed a flexible funding option that could bridge the gap between properties to make a chain-free property purchase without compromising their broader financial plans. 

Our Bridging Finance Solution

Referred by a trusted asset manager, the client was introduced to Henry Dannell specifically for our track record of delivering results on complex, time-sensitive cases. 

We worked swiftly to confirm a bespoke short-term bridging loan structured with:

  • Enable the client to complete on the new home without delay
  • Allow them to port the existing mortgage, keeping the 1.69% rate intact for another 18 months
  • Free up liquidity by contributing a significant portion towards the deposit

Our proactive management and close coordination across all parties ensured that the facility was completed efficiently and in full alignment with the client’s goals.

Outcome

  • Country home secured without selling the London residence
  • Existing 1.69% mortgage successfully retained through porting
  • Bridging loan delivered on highly competitive terms
  • Client retained flexibility and preserved liquidity

The Henry Dannell Difference

This case highlights the value of experience and precision in bridging loan exit strategy planning. By taking a proactive, advisory-led approach, we were able to protect the client’s existing mortgage, unlock a new property opportunity, and maintain financial control.

Our ability to execute under pressure, while safeguarding long-term interests, is exactly why clients and introducers trust us with high-stakes transactions.


This is a case study and not indicative of typical results. Past performance is not necessarily representative of future results. This information is for general purposes only and does not constitute financial advice. Please seek professional advice before making any financial decisions.

Please note: a bridging loan is a short-term loan secured against your home or property. Your home or property may be repossessed if you do not keep up repayments on your mortgage or any debt secured on it. The Financial Conduct Authority does not regulate some forms of bridging finance. Bridging finance / loan deals may not be available and lending is subject to individual circumstances and status.