Broad Oaks Progress Update

June 23, 2022

We are very pleased to advise you that investment in the Broad Oaks Secured Loan Note has legally completed.

Legal completion took place on the 20th June 2022. The anticipated term of this investment is 18 months from this date. For those who have opted for quarterly interest, your first interest payment will be in early July 2022.

Loan Note Certificates will be sent to us by our solicitor (Howes Percival) in approximately 2 - 4 weeks, where it will be retained securely for safe-keeping throughout the term of the investment. Once received, a copy of certificates will be shared with clients on our Personal Finance Portal for personal reference convenience.

If you are invested through Property Investor Partnership and are yet to register to your Personal Finance Portal, you can activate your account in just a few simple steps!

Click here to go to the registration page;

  • Enter your email address (the same one we hold for you on file);
  • You will receive an email with an activation link;
  • Follow that link to verify your details to register!

The portal holds each of our clients’ documents in one place, but also gives a portfolio update! The first valuations for Broad Oaks will be available on the portal at the end of June, so you they can be viewed to see the amount of interest accrued from the start.

If you have any questions regarding this update please email us at with subject line: Broad Oaks Update