Wealth & Finance August 2017

Wealth & Finance International 26 Mitul then reveals to us the secrets of the firm’s success. “The key to our success is teamwork and over 60 years of collective industry experience within the Lemon Tree Team. We are tenacious, keen to keep up to date with the market so we can be the best equipped advisor for our clients, both to advise on suitable finance options and fight their corner. The loyalty of our team to the cause, has been built over 20 years together and it is our policy to put an arm around new members and welcome them to the Lemon Tree Club.” “We are based in Harrow, but over the last year, we have arranged mortgages throughout the UK and we are getting new enquiries daily. In recent years, we have acquired a substantial organic presence on the web, from which we have a lot of enquiries and we also get a lot of referral business from industry professionals.” “We use the same quotation systems and back end office software that most brokers use but this is only to allow us to spend more quality time, with an increasing number of clients. From research to client management, we try to automate every mundane aspect of our work, where possible. Where this is not possible, we provide a bespoke and comprehensive service. There is no technological substitute for personal service.” “Financially, this has been the best year in our history and we intend to say the same next year. Our testimonials tell the story behind our success and as such, we believe it is our tenacity and the attention to service that we pro- vide, which fulfils the needs and ensures the best outcomes for our clients. It’s simple really.” Looking ahead, the financial industry will undergo a massive upheaval because of Brexit and tax changes. The impact on interest rates and people’s confidence in the economy will dictate what happens in the property market and how the mortgage market progresses, but Mitul is optimistic for the outlook of both the economy and his business. “Moving ahead we intend to be far more active in the commercial lending market, not least because our clients are maturing and coming of age in terms of their requirements. They have progressed from chasing a small yield in their first buy to let property to realising the profit is in leveraging their capital growth to bigger, more advanced and more lucrative projects.” “The clients learning curve differs greatly and our latest star client has pro- gressed from her first property to her latest development project in the space of nine months, because she is prepared to listen, learn and go about her business in a very professional manner.” Lemon Tree Financial is authorised and regulated by the Financial Conduct Authority , registration number 401013. Your home may be repossessed if you do not keep repayments on your mortgage. The Financial Conduct Authority does not regulate some aspects of buy to let mortgages. Company: Lemon Tree Financial Name: Mitul Patel Email: [email protected] Web Address: www.lemontreefinancial.com Address: 20 Elm Grove, North Harrow, Middlesex, HA2 7JE Telephone: +44 (0)20 723 7517

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