ICAEW.com works better with JavaScript enabled.
Partner at ICAEW's Personal Finance Planning Conference 2020

Kinnison Limited

Kinnison Limited is an independent, property debt advisory specialist. Founded by former bankers, Kinnison offers a private banking experience coupled with whole of market access.
Book tickets kinnison.finance

Kinnison are experienced negotiators who understand finance providers’ pricing, terms and lending policies. Its knowledge of a wide variety of lenders, from high street banks to private banks and specialist lenders allows clients to access a wide variety of funding sources.

Products and services

Kinnison Limited is regulated by the FCA and can advise on and arrange competitive finance on all classes of real estate, whether it be residential, development or commercial. It takes a holistic view of all debt, and considers how to optimise terms across a client’s holdings.

The team's experience of risk and control functions in banks (having previously written and influenced credit policy in banking institutions) allows Kinnison to gather the relevant information and prepare well-thought-out and compelling credit proposals resulting in a smoother and faster progress to an offer of finance.

Kinnison's in-house tax expertise enables it to understand large and complex transactions, and work alongside clients’ tax advisers to structure appropriate finance for individuals, onshore and offshore corporates/trusts (Kinnison does not provide specific tax advice). 

Kinnison at ICAEW's Personal Financial Planning Conference 2020

18 November 13:50
Stepping on and stepping up the property ladder
Jatin Patel, Founding Partner of Kinnison Limited.

Mortgage market update for first-time buyers, 2nd Steppers and existing borrowers. This session will look at the impact of COVID-19 on the mortgage market and on the residential property finance for entrepreneurs/self employed.

Jatin Patel will also discuss preparing for your mortgage application – common mistakes that lead to ‘your mortgage has been declined’.

18 November 14:35
Workshop: Later life borrowing - financial planning tool of financial millstone?

Saviour or curse?
Mortgage options available for over 55s
The benefits and risks

19 November 15:15
Workshop: Buy-to-let finance - the impact of COVID-19
Jatin Patel, Founding Partner of Kinnison Limited.

Mortgage market update for conventional buy to let and HMOs and student accommodation. Incorporating your portfolio and refinancing

Kinnison's speakers

Jatin Patel, Founding Partner

Jatin is a Chartered Accountant and Chartered Tax Adviser.  After leaving KPMG in 1998 he spent 12 years at Citibank Group as a Tax Director, working within the Private Bank on tax and wealth structuring for the bank’s UHNW and international clients. During his time at Citibank Jatin developed tax efficient cross-border debt financing and real estate fund structures for UHNW clients.

In 2010, Jatin moved to UBS as an Executive Director within Wealth Management, working in the Wealth Planning team. He specialised in tax and wealth structuring for the bank’s HNW/UHNW and worked closely with onshore and offshore trustees.

Jatin is a co-founder of Kinnison and has significant experience working with clients’ tax advisers (Kinnison does not provide specific tax advice).

Nicky Walden, Co-Founder

Nicky established the bespoke lending team at Investec Private Bank, leading it for 12 years. The primary focuses were secured facilities on residential property and owner-occupied commercial property, complemented by lending against investment portfolios and quoted stocks.

A move to JP Morgan Private Bank as an Executive Director followed in 2011, where Nicky headed up and developed the UK mortgage business.

Logo of Kinnison Limited a partner of ICAEW's Personal Financial Planning Conference 2020