Case Study – Company Director – The Fourtress Group

Summary

Profile & Summary

A successful Company Director who had recently sold his prosperous printing business, wanted to create passive income by investing his funds. Wanting to create a strong property portfolio, he was referred to the Fourtress Group by his trusted accountant of 20 years.

Initial Financial Plan

The plan was to create a passive & consistent income of £2100 per month. This would allow our client the freedom to enjoy his time after working for many years. In addition, it would offer security that the initial investment was protected.

Initial Financial Picture

Owned a home and an investment property
Had become disillusioned with the investment property as it had not made significant money
Wrong type of property chosen

Investment

£300k

Investment Goal

£2k+ pcm

Timeframe

1 year

Challenges

Trust

Thanks to advice from his trusted accountant of 20 years, he felt reassured to invest heavily in property with help from Fourtress Group.

Time

Investing heavily in property would mean investment in time - which he didn't have. To act quickly and achieve better results, he recognised it would be best to use a team of professionals.

Finance

He was hesitant as he didn't want to incur high lending fees or run out of funds too quickly, so was advised to set up a Fourtress Plan.

Procrastination

Having always been decisive in business and wanting to ensure he did not waste time in property investments, he recognised early on that expert help was required from our team.

Solutions

Fourtress Group Strategy...

Based on the information provided by our client, we highlighted a clear strategy that would ensure his targets would be met. To see a structured plan laid out demonstrating what was achievable, gave our client confidence to take his next steps in building a successful property portfolio.

What the Fourtress Group did...

We set timescales and assisted our client with identifying, viewing and assessing properties according to his plan. With each potential property, we outlined the target purchase price, any recommended works, rental value along with ease of resale. We then helped to secure the purchases.

Future

The Result

This client’s portfolio is now worth almost £1 million. In the last four years, the Company Director has benefited from a consistently high level of rental income that has exceeded his expectations and initial goals. During the initial stages, the client decided that he liked a particular type of property which meant a slight change in his plan. This was implemented quickly and effectively by Fourtress Group.

One of the properties acquired was via an investor client of our partner company GPS Property Ltd. By purchasing this property with tenants already in place, it meant that our client benefited from 100% rental income from the day of completion, as well as keeping fantastic, long-term tenants.

Property No.

6 houses

Monthly Income

£2400 pcm

Restrospective

By investing our time to listening to the client’s wants & needs at the outset of this process, we were able to build him a strong portfolio.

Not only that we have and continue to secure the income he requires.

“Working with the client it was clear he had a goal. Using our Four Pillars strategy we executed the plan perfectly as you can see by the results.”

Gary Preston - Fourtress Group