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miss selling halifax isa/pep homeplan

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How do I complain about the above mortgage purchased in 1996. My husband and I wanted a repayment mortgage after already purchasing an endowment mortgage on a previous property and were advised by the halifax financial advisor to purchase a pep/isa homeplan.

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  • gpaul49
    gpaul49 Posts: 92 Forumite
    hi i got stuck into that any claim company that will do it mine was in 1997
  • dunstonh
    dunstonh Posts: 119,644 Forumite
    Part of the Furniture 10,000 Posts Name Dropper Combo Breaker
    plantfair wrote: »
    How do I complain about the above mortgage purchased in 1996. My husband and I wanted a repayment mortgage after already purchasing an endowment mortgage on a previous property and were advised by the halifax financial advisor to purchase a pep/isa homeplan.

    If you wanted a repayment mortgage, why did you not go with one?

    You should put your complaint into Halifax. They will check to see if the recommendation was compliant (i.e. did they compare repayment mortgage in features and costs, did they record why you chose this version etc) and then they will make a ruling.
    I am an Independent Financial Adviser (IFA). The comments I make are just my opinion and are for discussion purposes only. They are not financial advice and you should not treat them as such. If you feel an area discussed may be relevant to you, then please seek advice from an Independent Financial Adviser local to you.
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