YB Financial Advisory Ltd

YB Financial Advisory Ltd Contact information, map and directions, contact form, opening hours, services, ratings, photos, videos and announcements from YB Financial Advisory Ltd, Mortgage brokers, Pure Offices, Turnberry Park Road, Morley, Leeds.

Commercial finance brokers who help source amazing financial solutions for property investors, developers and SME Business owners seeking working and growth capital.

Great to run a seminar last night with over 60 property investors and developers registering. A range of topics were cov...
19/10/2022

Great to run a seminar last night with over 60 property investors and developers registering. A range of topics were covered from inflation, interest rates and current funder appetite across btl, sa, hmo, bridging and development finance.

17/10/2022

New lifetime tracker released for buy to let’s.

1.75% over bank base rate with ERCs only to pay in year 1

17/10/2022

Good to get a deal away refinancing £550k of existing debt against a property in to a cheaper deal after a company restructure. Great outcome for the customer!

Hot Off the Press - Join us for our latest webinar on Tuesday 18th October at 18:00 as we review the financial impacts o...
10/10/2022

Hot Off the Press - Join us for our latest webinar on Tuesday 18th October at 18:00 as we review the financial impacts on the wider property market and what it will mean for you as investors.
We'll cover a wide range of topics including the latest changes to the BTL, Bridging, HMO, SA, ground up development, refurbishment & anything else you want to ask!

https://www.eventbrite.co.uk/e/439058274117

DEAL DONE! - A BTL loan on an unecumbered property, for a client that thought his credit history would make it impossibl...
19/08/2022

DEAL DONE! - A BTL loan on an unecumbered property, for a client that thought his credit history would make it impossible to get a mortgage.

Another semi-commercial property in the pipeline with the same client.

He’s now armed with some cash to go back in to the market and a better understanding on what’s possible with a finance broker by his side (200+ miles away).

10/02/2022

Yes we source funding. What's more important is we work and help people to achieve their goals and aspirations. Its been a pleasure to work with Allan Graham Grahams Housing over the past two years. Nobody could be more committed than Allan and we can't wait to work with him on his future projects.

He's also got some great investment opportunities coming up so get in touch with Allan Graham to hear more.

https://fb.watch/b5lruKZj9x/

Delighted to complete on this multi million pound transaction this week. Our customer is developing a fantastic hospita...
02/02/2022

Delighted to complete on this multi million pound transaction this week. Our customer is developing a fantastic hospitality, leisure and retail space.

Before and after pictures attached.

Congratulations to Andy Clough on completing this complex and complicated transaction 😀

24/01/2022

New funder onboarded who provide:

100% purchase price on below market value purchases (up to 85% of OMV)
Max 75% of GDV
Min loan size £75k
Max loan size £500k
No exit fees!

Drop Paul GraceAndy Clough or YB Financial Advisory Ltd a note to discuss further.

10/01/2022

The Account Support and Social Media Manager at YBFA will have a range of duties including:

Working with and supporting the Relationship Managers look at early stage SME banking lending proposals.

This will include doing research on the company / directors, know your customer / anti money laundering checks and prepare background information packs prior to customer meetings.

As your skills and experience grows there will be the opportunity to attend customer meetings with the Relationship
Managers and participate in these meetings. Thereafter obtain all the relevant information from the customer to progress a lending application ensuring all our FCA compliance metrics are met.

You will then assist the Relationship Manager pull together credit proposals which are submitted to a range of funders to secure the lending facilities sought. You will liase with the funders and our customers through this process ensuring timely communication between all parties.

Once the customer has accepted the proposal, you will assist the Relationship Manager through the due diligence phase of the deal liasing with local professionals such as solicitors and reviewing property valuations, preparation of legal / security documentation and bank offer letters.

Finally, you will be responsible for ensuring the customer file is completed with all the necessary forms and overview documents before it is handed over to our compliance function for overview.

There will be an opportunity to establish and build a network of professional contacts ranging from solicitors, accountants and valuers by attending networking events and learning / development courses run by these professional firms.

You will also learn and develop a knowledge of the banking / funding landscape by meeting with lenders and learning their key differentiators and why customers should work with them.

You will be responsible for the social media accounts of the business primarily through Linked In and other social media channels. You will also be responsible for updating and maintaining the company’s customer relationship manager platform and ensuring the accurate capture of data.

Periodically we run events for our customers and you will be responsible for organising the event through premises booking, issuing invitations, monitoring acceptances and ensuring adequate catering arrangements are made at the venue.

10/01/2022

Hi. Thanks for liking my new page. Stay turned for the latest financial news which I'll post here on a regular basis.

Thanks for your support!

Paul

Address

Pure Offices, Turnberry Park Road, Morley
Leeds
LS277LE

Telephone

+447854119277

Website

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