Case Studies

Helping a self-employed first-time buyer get mortgage-ready
Discover how careful preparation and three years of ongoing support helped Emily secure a mortgage for her first home – a Grade II listed property. Buying your first home can be challenging, especially if you’re self-employed. For Emily Morbey, getting prepared for…

Mortgage Case Study: Overcoming legal delays to buy a dream home
When buying their dream home, one couple faced a year-long rollercoaster of legal complications and uncertainty. Support from our team helped them secure a mortgage and complete their purchase. Buying a property isn’t always straightforward. Sometimes, unexpected…

Financial protection when it mattered most
Eti Murray is a mother of two girls who tragically lost her husband and soulmate, Andy, to cancer. With financial protection in place, she was able to spend time with Andy in his final months and care for her children without money worries. Tell us a bit about your…

Helping the next generation onto the property ladder
With ongoing affordability challenges, many first-time buyers are turning to family for support to get onto the property ladder. The ‘Bank of Mum and Dad’ has become a vital source of funding. The ‘Bank of Mum and Dad’ continues to play a significant role in the…

Celebrating Women in Finance: ‘I still enjoy what I do’
To mark International Women’s Day, we spoke to MB Associates’ Case Manager Peggy Falconer about her extensive career in the mortgage industry, the people who inspired her and the advice she would give to women starting their careers. Her story is a reminder that…

International Women’s Day: Q&A with Monica Bradley
To mark International Women’s Day, our founder, Monica Bradley, speaks about her career journey and the experience of building and leading her own business. What inspired you to build a career in the mortgage and financial services industry? I’ve always been motivated…

Helping Mum and Dad stay in the home they love
When the cost of live-in care became a concern, one family turned to us for compassionate, specialist advice. With the right lending solution, their parents were able to remain safely and comfortably in their own home. A client came to us for advice to help her…

‘Peace of mind is hugely important’
Carol Kane from Surrey was worrying about the future until she took out financial cover to ensure her partner was secure if something happened to her. I’m a fit and healthy middle-aged woman. I don’t drink, I exercise every day, and I maintain a healthy body weight….

From High School to a Promising Legal Career
Katie Brooks joined MB Associates to gain work experience, then became a regular member of the team before the skills she’d honed enabled her to land her dream role at a property firm where she hopes to eventually become a lawyer… Meet Katie Brooks, a 20-year-old from…

How critical illness cover saved a family from financial struggles
In life, we often plan for the expected – a new job, a family holiday, or retirement. But what happens when the unexpected strikes? For Laura, a 52-year-old self-employed childminder from London, and her family, the unforeseen happened in the form of a severe health…
