Property Portfolio Umbrella
Property Portfolio Umbrella 
Services Group Bronze Silver Gold Plus  
FINANCE        
Free Portfolio Review X X X  
HMO First Time Landlords        
Specialist Mortgage Advise X X X  
Self Employed   X    
Adverse Credit / No Proof of Income   X    
HMO Experinced Investor X      
Residential & BTL Mortgages + Bank Set Up X      
Ex- Pat Mortgage     X  
Limited Company SPV & Trading     X  
Off Shore Trust     X  
Complex Strategies Recycling Deposits     X  
Home Content Insurance X X X  
Life Insurance  X X X  
TAX        
Review of Record Keeping X      
Review of Disclourse to HMRC X      
Review of Feedback of Tax Matters   X    
Identify Potential Risk & Opportunties   X    
Tax Planning Consultancy Services     X  
SOURCING PROPERTY        
Identify key Investment Areas   X X  
STRESS TESTING        
Stress Testing Portfolios X X X  
Key Risk Indicators    X X  
Interest Rates & Inflaton Rates    X X  
RENOVATIONS        
Installing New Kitchen    X X  
Installing New Bathroom    X X  
Design New Layout & Styles     X  
New Flooring    X X  
Changing Windows     X  
Changing Doors      X  
Extensions      X  
Loft Conversions     X  
Driveways   X X  
Landscaping     X  
Patios   X X  
LETTINGS & MANAGEMENT         
Tenant Find Service        
Full Management Services        

Certification (EPC, Gas Cert)

       

 RightMove, Zoopla Other Major Portals 

 

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