Are mortgage advisers failing you?

by Mortgage Matron Thursday 24 July, 2008

blog_hospital Getting a mortgage is a complicated business at the best of times, which is why it’s best to use an adviser to make sense of it all.

So, it doesn’t help the process if you are given poor quality advice does it?

But, this is exactly what is happening according to Which?

In an undercover survey of 50 advisers, Which? said that 41 had failed to provide one or more pieces of vital information required by the Financial Services Authority (FSA), while 35 failed to check that you could actually afford to repay the mortgage

In total, 90% of firms were found to be letting you down!

The advisers included banks, estate agents and independent mortgage advisers in England and Scotland. Researchers posed as first time buyers looking for advice and a mortgage.  

Which? said many advisers appeared more interested in selling insurance rather than giving tailored advice.

Need mortgage help? Use an unbiased adviser who can search all mortgage lenders, to help you find the best mortgage for your current circumstances.

  • Tailored advice

Martyn Hocking, editor of Which? Money, said:

"Listening to people's needs and giving tailored advice should be the bread and butter of a mortgage adviser's job, but too many of the advisers that we visited took a 'one size fits all' approach or seemed as concerned with selling an insurance policy on the side."

"There are still more than 3,000 mortgage deals out there, and the difference in cost can be thousands of pounds a year, so it's vital people do their homework and choose their adviser with care."

One adviser also dismissed the key facts document giving details on a mortgage (and which they are required by the FSA to show customers), saying: "A lot of the stuff in there is just blah, blah, blah."

Wow, what incredibly helpful advice eh?!

Which? said it had reported the mortgage advisers that performed poorly to the Financial Services Authority (FSA).

Improve your mortgage chances

  • 'Not typical'

Chris Cummings, director general of the Association of Mortgage Intermediaries, said we need to understand the difference between impartial mortgage advisers and those who sell products, and this should have been made clear in the report.

He said: "Consumers must be made aware what they are receiving. Independent mortgage advisers provide advice that is wholly focused on the individual consumer's needs. In contrast, banks and building societies may offer only generic information."

"The study found that although there was a general failure among mortgage advisers to give acceptable mortgage advice those that performed best were independent mortgage advisers." 

Getting a mortgage; should you use a broker or a lender?

But a spokesman for the British Bankers' Association said the researchers' experience of advice in bank branches was not typical saying:

"The Which? survey covered only 19 bank branches and we do not accept that the low standard of service reported by Which? reflects the overall level of service offered by bank mortgage advisers” 

  • No improvement

David Elms from unbiased.co.uk, which is the website for independent financial advisers (IFAs), stressed the importance of taking independent and impartial advice saying:

"Whole-of-market IFAs are the best-positioned of all advice types to serve consumers' needs when it comes to mortgage advice. As the housing market has begun to slow we have continued to see consumers putting their faith in IFAs to advise them on how to finance their home loans."

So, have you had poor service from a mortgage adviser? What did you do about it?

Why not let us know in the comments below?

Categories for this post: Banking | Mortgages

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Comments

Ryan Beard says:

Tuesday 29 July, 2008 / 14:05

I am a mortgage broker myself and have been in the financial service industry for our 10 years. The market is tough at the minute and with mortgage deals changing sometimes on a daily basis you find yourself doing 3 times the work on one mortgage which from start to finish can take up to 5 hours paperwork, i accept that some advisers skim through the regulatory requirements, but the majority do give good fair advice based on the whole market, the jobs hard enough without these kind of witch hunt articles, there are very few industries more regulated than ours at the moment, give us a break because as myself i only get business from referal clients and clients that have used me before, if they werent happy they wouldnt keep coming back (thank god they do at the moment!)
If anyone reading this article needs any FREE advice please feel free to contact me on ryan@bkhyland.co.uk Cheers Ryan

frances maguire says:

Tuesday 29 July, 2008 / 21:36

I would like to add that I received excellent mortgage advice from an independent advisor who managed to get me a very good mortgage deal despite having a poor credit history. He was very efficient and checked out various products for us.
I would highly recommend his services, he can be contacted on michael@DFPmortgages.co.uk
good luck getting a good mortgage.
frances

Alan .J.Charlesworth certPFS says:

Tuesday 29 July, 2008 / 22:09

Mortgage advice and mistery shoppers!! Nobody in this world is infallable. So many times have I read somebody having a go....are they qualified??? Sadly many things are taken out of context,or a twist,like other reporting to make magnetic reading,this applies to other Professionals, NHS,Surgeons,IVF; people in the Media,etc; the list is endless if you have nothing else better to do with your time;is this their full time paid employment???? Maybe both earned and state provided. Regulation is here,like it or not.This applies to me as a Financial Advisor/Mortgage Broker of some 30 years,and also to other Qualified Professionals i.e. Accountants,Solicitors etc.My counselling- Do to others, and explain in simple detail as you would like to be treated. Like a child:-Crawl,before you walk,before you run. Enjoy life but don't over commit yourself.Why have a property that is superb but you cannot afford to go out occasionally. If you earn £100 and spend £99 HAPPINESS.Earn/or receive £100 and spend £100.10 MISERY. Finally "IT IS EASIER TO ACCUMULATE MONEY,THAN TO PAY OFF A DEBT. I deal with the whole spectrum. It is all to do with education from parents upwards BUT ALSO on the individual to listen,absorb,and to put it in practice. Maybe,we have all done it,if truthful,disregarded advice, and realised afterwards,somebody older than you has been there before you (Damn it!)and tried saving you from doing the same thing. My work is my life.You cannot buy a smile or a thank you. I hope my comments have been helpful to those that want to read,and help themselves.If anybody is troubled, frightened,in debt,etc there are Qualified people like myself,to lend an ear.Nothing is impossible in life to overcome.IT IS ATTITUDE;but YOU HAVE TO WORK AT IT, and BELIEVE IN YOURSELF. If I can be of help I may be contacted via "The Money Hospital",or by contacting Personal Touch Financial Services, Solihull, Warwickshire. We are here to help and give advice when asked. My history:- Executive Associate,Abbey Life 1979-2000. 2000 onwards with Personal Touch Financial Services Ltd.Birmingham,to date.

beingsalt says:

Wednesday 30 July, 2008 / 14:18

so wait, by "mortgage advisers" it also means bank employees and estate agents? Looks like IFAs actually came out best, but the article makes it sound like they're all as bad as each other.

Btw I love that the banking industry guy says that since there were only 19 banks in the survey, they must have all been the bad ones and the rest are much better Smile

Alan .J.Charlesworth certPFS says:

Thursday 31 July, 2008 / 02:11

I have just returned from leaving at 8am and arriving home at 11.30pm. 195 mile round trip. I enjoyed it.Sorted out three potential clients with advice in Crawley,then down to Eastbourne to see two separate clients who wanted further Financial Advice. I can sleep well! I was pleased,and not unduly astonished,at Frances Macquires comments,at the excellent service received from DFP Mortgages. "beingsalt" Strange name,mentioned Bank employees and Estate Agents!!! Only qualified bank/building society staff that are qualified can give advice,(You will be advised if their Mortgage Advisor is in the branch to give advice,if not,you will have to make an appointment) and then it is only their employers products,i.e HSBC, Nationwide, Abbey, Alliance & Leicester,just to name a few in the market place etc. Estate agents may have a Financial Advisor that is contactable for advice,somtimes printed on their "For Sale" details. I again refer back to "Frances Macquire's" comments in that the advice given was excellent,by the Broker. I too ,can be contacted if you have any queries or need advice. My e-mail address for enquiries:-alan@loansandmortgages.biz My large client based in the U.K. is from North to South, East to West,built up over the last thirty years.I,also have other clients situated abroad. E.U. MiddleEast,USA. I telephone, e-mail, and keep in contact with my clients on a regular basis. If you have any queries or feel that you need some impartial advice,I will try and help you,or put you in touch with a Financial Advisor/Mortgage Broker near you. I will try to respond within 48 hours of reading your e-mail. Please remember, MORTGAGE ADVISERS ARE HERE TO HELP ANSWER ANY QUERIES AND GIVE ADVICE AND TO TREAT THEIR CUSTOMERS(CLIENTS) FAIRLY. I hope this addresses any imbalance potential mortgage seekers may have. Be they First-time buyers, re-mortgagers, "Buy-to-Let opportunists,or those that wish to"Self Build". Far better to find your limitations explained simply and kindly by an INDEPENDANT MORTGAGE BROKER, acting on your behalf, and not the " Lender's " behalf,before you "set-out",which could be a costly road!!. The Independant Mortgage Broker will source potential product in the WHOLE OF THE MARKET PLACE FOR YOU. Many rates appear daily by the lenders, only some to be removed,somtimes within 48 hours. Always be upfront if you have a bad credit history.Your personal details will be treated as confidential. You may be asked to provide a credit history from "Experian" or "Equifax" BEFORE YOU EMBARK PURCHASING A PROPERTY. excercise. JUST ASK ADVICE,from an Independant Professional. A half an hour chat or so, will give you peace of mind,and a direction to follow....or not...Happy hunting,and good luck in finding your dream property. AJC

shoaib sultani says:

Monday 04 August, 2008 / 00:40

LLOYDS TSB IS ONE OF THE WORST BANK FOR SERVICES ESPECIALLY MORTGAGE OR REMORTGAGES.THEY ARE VERY KEEN IN PULLING CUSTOMERS IN THEIR NET BY MIS SELLING THEIR RODUCTS.I WAS ALSO TRICKED BY A MORTGAGE ADVISOR CALLED DONNA PILE IN SWINDON BRANCH TOWN CENTRE.FIRST SHE DID NOT PROVIDE THE FSA DOCUMENTS TO ME WHICH SHOWS THE RATES,AMOUNT,TERMS AND ALSO FEE IF THERE'S ANY.THEN SHE PUT A WRONG LOAN AMOUNT,SHE LIED ABOUT THE FEE,SHE SAID THERE IS NO FEE AT ALL, BUT THERE WAS A FEE OF £99 AND ALSO A FURTHER £999. PLUS OTHER EXTRAS.EVERY TIME I GO TO BRACH, SHE PROMISED IT WILL BE SORTED.MOST OF THE TIME SHE REFUSED TO TALK.TEXT MSGS WERE ALSO IGNORED BY HER OFTEN.NOT ONLY THAT,SHE ALSO GOT SOME LIER WITNESS TO BACK HER UP WHO WAS NOT EVEN THERE AT THAT TIME, THIS INCLUDES THE SENIOR MANAGER.I HAD PROOF OF HER HAND WRITTEN QUOTE WITH LLOYDS TSB LOGO ON TOP, SHOWING WHAT WAS DISCUSSED AND AGREED,ALSO HOW MUCH WILL I PAY MONTHLY, EVEN THAT SHOWS NO FEES ON IT.FIRST C&G AGREED THAT THEY HAVE MISSOLD ME THE PRODUCT, BUT THEN THEY CHANGED THEIR MIND AFTER DONNA PILE GAVE FALSE INFORMATION TOGETHER WITH THE TEAM OF LIERS FROM HER BRANCH.I HAVE NOW DECIDED TO TAKE THIS TO BBC WATCHDOG AND ALSO THROUGH INDP SOLICITORS.I WONT LET THEM GO WITHOUT A FIGHT, ITS MY RIGHT AND I'LL FIGHT TO THE END.BEWARE OF LIERS AND DODGY MORTGAGE ADVISORS, ESPECIALLY DONNA PILE IN SWINDON CENTRE @ LLOYDS TSB.

andrea says:

Tuesday 05 August, 2008 / 11:18

Good for you ! yes lloyds do miss sell their products. i have a similar experience but not with a mortgage.I recently closed all of my accounts with them -I think they reall are awful and seem to do what the hell they like.

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