Your advisers don't talk to each other.
Broker, accountant, solicitor, letting agent. All giving advice, none seeing the whole picture. We coordinate the right specialists around one portfolio, so nothing falls through the gaps.
Mortgage Finance
Authorised mortgage brokers for refinance, equity release and acquisition finance.
Tax & Accounting
Qualified property accountants and tax specialists for structuring and MTD.
Legal
Solicitors for conveyancing, structuring and portfolio transactions.
Lettings & Management
Specialists to keep assets performing and compliant.
Insurance
Cover matched to a professional portfolio, not a single property.
Financial Advice
Independent financial advisers for wider planning, where appropriate.
The role of Proxera Wealth is to coordinate, not to replace.
One point of contact for you. Finance, tax and legal all pulling in the same direction behind the scenes.
We strengthen relationships. We do not take them away.
Where a client is introduced by a partner, that relationship is respected. Proxera Wealth will not market investment opportunities to partner-introduced clients without permission. Everything we do is led by client instruction, consent and the portfolio in front of us, never by a wish to sell you stock.
