getting the best deal

sIf you are looking for a new mortgage or to re-mortgage, you will want to source the cheapest and most flexible deal for your circumstances. There are a number of ways to go about this.

Negotiating with your current lender (for remortgaging)

Although lender loyalty is less prevalent nowadays, you may want to check out what your current lender will offer you before you decide to remortgage.

It could be that, if you have been a reliable customer, have a relatively large mortgage which represents a small loan to value (LTV), your lender may be willing to pull some strings to retain your valuable business. However, flexibility varies from lender to lender and in most cases, you should not expect negotiations to be successful.

But it’s worth a go as some lenders, such as Abbey, take a very flexible view on remortgaging and will go considerable lengths to retain your custom.

Using a financial adviser

Since November 2004, mortgages and mortgage advisers have been regulated by the Financial Services Authority (FSA). Financial advisers have since been split into three categories:

  • tied advisers, who give advice only on mortgage products of the lender they work for;
  • multi-tied advisers who give advice on mortgage products offered by a limited range of lenders; and
  • independent financial advisers (commonly known as IFAs) who must give totally impartial advice and make recommendations from the entire market. According to the IFA directory, IFA Promotions, 30 per cent of all remortgagers use the IFA route.
  •  Researching online. The difference between today and the last time you may have looked for a mortgage is that you can now do all the legwork online. There are several broker sites that will scour the mortgage market on your behalf, once you have input your borrowing requirements and your financial status.
  •  Check out Defaqto’s best buy tables elsewhere in this section, but for full advice, you need to consult an IFA who specialises in mortgages.