Diary of an adviser  

Diary of an adviser: Amit Patel


I receive a LinkedIn message from a connection who wants mortgage advice. The power of social media is second to none.

He managed to get himself into debt in excess of £50,000 after being made redundant from his job, and he wants to explore his options.

I make contact and arrange to call him back at a convenient time to get a better understanding of his situation.

I make a few calls to lenders to get case updates – I like to keep my clients updated once a week on the progression of their application. 

Amit Patel is mortgage and protection consultant at Trinity Finance 

If you would like to write a week in your life as a financial adviser, please contact: melanie.tringham@ft.com