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A Simple Mistake That Cost Me Thousands in Home Buying Benefits

Original source

When I was preparing to buy my home, my financial advisor who arranged the mortgage told me that the lender ‘didn’t accept’ help to buy ISA’s, so told me to transfer the money to my savings account and withdraw the full sum in bulk.

I later found out that’s not how it works…! I missed out on the government grant. I would have reported but I have no evidence as the advice was via email while I was using my work email address of a workplace many workplaces past!

Still bugs me when I pass his office 🙃

ISSUES
Poor Communication
Incorrect Advice

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