Reviewed for

Insurance and Protection ( 75 )

Mortgages ( 195 )

Pensions ( 4 )

Equity Release ( 5 )

Retirement income (annuities, drawdown) ( 1 )

Investments and Savings ( 4 )

Pension Transfers - Specialist ( 1 )

Financial Planning ( 3 )

Financial Mentoring ( 2 )

Financial Coaching ( 2 )

Reviewers' assets

£500k+ ( 4 )

£200k - £500k ( 10 )

£100k - £200k ( 8 )

£50k - 100k ( 4 )

Up to £50k ( 70 )

Client reviews

Review from verified client

March, 2024

Overall

Advice

Service

Value

Based in Somerset

What were the circumstances that caused you to initially look for an adviser?

seeking an unusual mortage. Brilliant helpful and timely help and advice form a superb friendly team

How has Daniel White helped you?

organised a mortgage and conveyancing team

Have you seen the outcome you were hoping for?

yes

What could they have done better?

couldn't have improved on a superb service

Review from verified client

February, 2024

Overall

Advice

Service

Value

Based in Somerset

What were the circumstances that caused you to initially look for an adviser?

Life insurance and mortgage changes due to a move and change of employment.

How has Daniel White helped you?

Advice for life cover

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

Nothing

Review from verified client

February, 2024

Overall

Advice

Service

Value

Based in Middlesex

What were the circumstances that caused you to initially look for an adviser?

Remortgaging our property

How has Daniel White helped you?

Dan and his team have reviewed the market a secured us a competitive fixed rate. they were very knowledgeable and very good at explaining the options and answering specific questions we had. They even secured a last minute reduction from the bank. The solicitor they recommend were also very thorough and responsive.

Have you seen the outcome you were hoping for?

Yes, we are happy with the repayments we’ll now be making and the reduced term.

What could they have done better?

Nothing, all been very good.

Review from verified client

January, 2024

Overall

Advice

Service

Value

Based in Somerset

What were the circumstances that caused you to initially look for an adviser?

I needed some advice on transfer of equity

How has Daniel White helped you?

Dan has been great all the way through the process, he secured my application to the mortgage provider and managed to reduce my payments.

Have you seen the outcome you were hoping for?

The outcome has been far better than expected, thanks to Dans experience and knowledge of the industry

What could they have done better?

Nothing could have been done better

Review from verified client

January, 2024

Overall

Advice

Service

Value

Based in Somerset

What were the circumstances that caused you to initially look for an adviser?

I am a buy to let owner of multiple properties and I use White Financial services as my Mortgage advisor

How has Daniel White helped you?

Daniel was prompt friendly professional and efficient in all aspects of re mortgaging properties

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

Nothing

Review from verified client

January, 2024

Overall

Advice

Service

Value

Based in Somerset

What were the circumstances that caused you to initially look for an adviser?

I was recommended to Daniel from my previous advisor following his retirement.

How has Daniel White helped you?

Daniel has advised on a variety of financial aspects giving clear advice in my best interests. His communication has been both swift and clear throughout outlining the various options available to me and giving me the best products for my needs.

Have you seen the outcome you were hoping for?

Daniel has set up all aspects as required making it a really easy and smooth process.

Daniel's reply

Thanks James, appreciate your kind words

Review from verified client

January, 2024

Overall

Advice

Service

Value

Based in Somerset

What were the circumstances that caused you to initially look for an adviser?

Purchasing a property.

How has Daniel White helped you?

Mortgage and insurance/protection advice, procedure of house purchasing.

Have you seen the outcome you were hoping for?

Absolutely.

What could they have done better?

Nothing, absolutely fantastic service.

Daniel's reply

Thank you for your kind words Aimee, it was a pleasure to help you purchase your new home

Review from verified client

January, 2024

Overall

Advice

Service

Value

Based in Somerset

What were the circumstances that caused you to initially look for an adviser?

Looking for mortgage renewal and life insurance

How has Daniel White helped you?

Really efficient. Helped us find the best offer available to us and moved quickly in order to get us the best deal. Staff were all very friendly.

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

Nothing we can think of

Daniel's reply

Thank you for your kind words Annie

Review from verified client

January, 2024

Overall

Advice

Service

Value

Based in Somerset

What were the circumstances that caused you to initially look for an adviser?

Re-mortgage / purchase of a new house

How has Daniel White helped you?

Dan was extremely helpful with my initial purpose of remortgaging and a rather quick change of direction to purchase a new house. He was very knowledgeable and extremely helpful with any questions I had regarding all matters.

Have you seen the outcome you were hoping for?

Yes, new house purchased and on the recommendation of Dan saved a substantial amount of money by porting our previous mortgage until the end of contract.

What could they have done better?

Nothing. Very helpful, friendly and knowledgeable across the whole team.

Daniel's reply

Thank you for your kind words Jake, it was a pleasure to help you

Review from verified client

November, 2023

Overall

Advice

Service

Value

Based in Somerset

What were the circumstances that caused you to initially look for an adviser?

Looking to relocate to somerset and wanted independent advice and the best rate for our circumstances. We took the time to pick an advisor that was trustworthy and knowledgeable. Daniel ticked those boxes

How has Daniel White helped you?

Had a fantastic experience with our mortgage. Great communication from the team, kept in the loop throughout the process and replied to our emails quickly. Our application was processed promptly and couldn’t have asked for better service. Would highly recommend.

Have you seen the outcome you were hoping for?

Absolutely- we are very happy with the outcome

What could they have done better?

Nothing

Daniel's reply

Thank you Fern, really appreciate your kind words

Review from verified client

November, 2023

Overall

Advice

Service

Value

Based in London

What were the circumstances that caused you to initially look for an adviser?

I needed to get a mortgage and needed some of the complexities explained to me!

How has Daniel White helped you?

Daniel has been incredibly professional, proactive and personable when helping me to work through a minefield of property financing topics (some with quite unique challenges). I would highly recommend his services to anyone, and I will continue using White Financial Services for my mortgage needs.

Have you seen the outcome you were hoping for?

Yes, definitely

What could they have done better?

I cannot think of anything - Daniel's service has been exceptional

Daniel's reply

Thank you for your kind words Joel, been a pleasure working with you and look forward to working with you moving forward

Review from verified client

November, 2023

Overall

Advice

Service

Value

Based in Somerset

What were the circumstances that caused you to initially look for an adviser?

We came back to Dan as he was so professional at finding a mortgage in difficult circumstances 5 years ago, and we again needed his expert knowledge to purchase another property.

How has Daniel White helped you?

After a complicated divorce my new partner and I needed to buy a property together, after finding our dream home we had an agonising 10 month list of obstacles to overcome. We have to say that Dan and his team were there EVERY STEP of the way! Dan went above and beyond what is expected of an advisor, even accepting calls while waiting for his son at football! We had to change lenders and he took us through every option and genuinely wanted the best for us. Really cannot recommend him enough. The whole team Helen, and Kate also deserve some recognition. Would not ever use anyone else!

Have you seen the outcome you were hoping for?

Even better than expected! Above and beyond, for customer service, and just genuine care for our needs!

What could they have done better?

Absolutely nothing!

Daniel's reply

Thank you De, appreciate your kind words

Review from verified client

October, 2023

Overall

Advice

Service

Value

Based in Somerset

What were the circumstances that caused you to initially look for an adviser?

I was buying my first home and didn’t really understand how the mortgage loan worked

How has Daniel White helped you?

I have known Dan White for 6 years, and he has been the best mortgage advisor throughout, he is very honest, he always took accountability when I needed specifics help on many occasions. Very quick with response on any information I have ever needed. He has been with me throughout the paper work from the mortgage loan to me buying my house and re-mortgage as his organisational has made the entire process run so smoothly. He is very trustworthy and I would recommend him to anyone who is struggling to find a financial advisor because Dan will do what’s best for you financially. I will definitely be using him again in the future. 10/10 ?

Have you seen the outcome you were hoping for?

Yes Dan has been great throughout the whole process of my mortgage loan.

What could they have done better?

Everything went as it should as Dan was very organised.

Daniel's reply

Thank you Priya, appreciate your kind words

Review from verified client

August, 2023

Overall

Advice

Service

Value

Based in Somerset

What were the circumstances that caused you to initially look for an adviser?

Buying our first home

How has Daniel White helped you?

We used White Financial Services while buying our first home, Dan gave us an excellent service from start to finish. Dan was so knowledgeable and being first time buyers, he answered all of our many questions. Dan really knew in detail all of the options which were available to us and explained everything, helping us find the best options to suit us. He also gave us another amazing service when we were due to renew our mortgage and took great care of us again then. I would highly recommend, thank you again Dan!

Have you seen the outcome you were hoping for?

Yes, Dan provides an excellent service and is so knowledgeable which I found very reassuring. I felt his advice was tailored to our needs personally and really helped us to understand all of our options.

Daniel's reply

Thank you for your kind words Katie

Review from verified client

August, 2023

Overall

Advice

Service

Value

Based in London

What were the circumstances that caused you to initially look for an adviser?

Relocating and wanted professional mortgage advice especially in the current financial climate.

How has Daniel White helped you?

Had a fantastic experience with our mortgage. Great communication from the team, kept in the loop throughout the process and replied to our emails quickly. Our application was processed promptly and couldn’t have asked for better service. Would highly recommend.

Have you seen the outcome you were hoping for?

Absolutely.

What could they have done better?

Nothing- the whole team were great

Review from verified client

July, 2023

Overall

Advice

Service

Value

Based in Somerset

What were the circumstances that caused you to initially look for an adviser?

Didn’t know where to start

How has Daniel White helped you?

5* Great company, so helpful have used for years and also recommended to family and friends all having equal success with these guys

Have you seen the outcome you were hoping for?

Yes every time

What could they have done better?

Nothing

Review from verified client

March, 2023

Overall

Advice

Service

Value

Based in Devon

What were the circumstances that caused you to initially look for an adviser?

New mortgage deal

How has Daniel White helped you?

Providing options with mortgages and insurance

Have you seen the outcome you were hoping for?

Yes, happy with Daniel's professional advice

Review from verified client

February, 2023

Overall

Advice

Service

Value

Based in Somerset

What were the circumstances that caused you to initially look for an adviser?

Needed to remortage and needed some advice on how to go about it as moving from an offset account.

How has Daniel White helped you?

Knew the market, saw what I needed and had a solution very quickly

Have you seen the outcome you were hoping for?

Definitely

What could they have done better?

Nothing!

Review from verified client

January, 2023

Overall

Advice

Service

Value

Based in Dorset

What were the circumstances that caused you to initially look for an adviser?

I needed a new mortgage deal. This was a complicated situation, due to the break-up of a relationship with the property's co-owner. I was buying her out of her half of the house. Further complications were added by a sudden rise in interest rates.

How has Daniel White helped you?

Daniel helped immensely, by meeting with me personally in the first instance, and then taking me through every step of the process. He and his colleagues maintained regular and friendly communication throughout a process that would otherwise have been very confusing and stressful. Daniel was also on-the-ball with the volatile state of interest rates, and managed to secure a good deal for me in the nick of time.

Have you seen the outcome you were hoping for?

Yes. The new mortgage is in place and the transfer of equity complete.

Review from verified client

December, 2022

Overall

Advice

Service

Value

Based in Somerset

What were the circumstances that caused you to initially look for an adviser?

Coming to the end of the fixed period on my mortgage made me once again to base with the White Financial Services team. Special thank you to Daniel and Ruth for making everything smooth and simple and for finding the best deal possible. If any one is looking for any financial direction, this is the team to reach out to!

How has Daniel White helped you?

Daniel and Ruth answered all my questions and queries and alleviated any concerns by providing all the right information and options. It is hard to find such a personable team that are genuinley looking to help you, but White Financial Services is most definitley that.

Have you seen the outcome you were hoping for?

I have certainyl seen the outcome I was hoping for. When you look to remortgage, you can spend hours looking at options and offers and getting phone call after phone call from online services that don't take any time to work with you. Dan and his team are relatable, personable and a pleasure to work with. The outcome I got was more than I bargained for, which is a fiance team that I can work with for years to come and know that I am being looked after.

What could they have done better?

There is no aspect of the process that I would crisitise in any way, it was a clear, precise and smooth process.

Review from verified client

December, 2022

Overall

Advice

Service

Value

Based in Somerset

What were the circumstances that caused you to initially look for an adviser?

Buying a house

How has Daniel White helped you?

Found us best mortage for are circumstances and went above and beyond for us

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

Nothing

Review from verified client

December, 2022

Overall

Advice

Service

Value

Based in Kent

What were the circumstances that caused you to initially look for an adviser?

We were looking to get a better mortgage deal and also to remortgage

How has Daniel White helped you?

Twice in the past we have used his services and he has got us new mortgages

Have you seen the outcome you were hoping for?

Yes we have always received the outcome we wanted

What could they have done better?

Nothing everything was perfect

Review from verified client

December, 2022

Overall

Advice

Service

Value

Based in Somerset

What were the circumstances that caused you to initially look for an adviser?

Buying my own home.

How has Daniel White helped you?

Found me a mortgage at a time when mortgages were rapidly fluctuating in price and availability.

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

Nothing.

Review from verified client

December, 2022

Overall

Advice

Service

Value

Based in Somerset

What were the circumstances that caused you to initially look for an adviser?

We initially looked for a financial adviser as many years ago we needed support with getting a mortgage after having debt problems, my husband is also self employed so a financial adviser was a great solution

How has Daniel White helped you?

Daniel has helped us no end of times and nothing is every too much for him. Many years ago daniel found us our very first mortgage after we were having debt problems, he helped us find a way to consolidate our debt and keep on top of our finances. We have then stuck with Dan with every mortgage renewal as he always finds us the best rate and price and his service is always 100%. After many years we have recently sold our home and successfully bought a bigger home as our family has grown, daniel has been a great help and we couldn’t of done it without him, with his financial advice and how to save to afford our bigger dream home which we have accomplished thanks to Dan! From setting us up with all the insurances and protection policies, solicitors etc and he has been in contact on phone/meetings with us every step of the way!

Have you seen the outcome you were hoping for?

Yes! 100% every time. Daniel goes above and beyond

Review from verified client

December, 2022

Overall

Advice

Service

Value

Based in Somerset

What were the circumstances that caused you to initially look for an adviser?

mortgage

How has Daniel White helped you?

Very quick and professional

Have you seen the outcome you were hoping for?

definitely

What could they have done better?

Nothing

Review from verified client

December, 2022

Overall

Advice

Service

Value

Based in Somerset

What were the circumstances that caused you to initially look for an adviser?

Looking to extend my current mortgage for home improvements.

How has Daniel White helped you?

Providing quick, reliable advice.

Have you seen the outcome you were hoping for?

Yes.

What could they have done better?

n/a

Review from verified client

December, 2022

Overall

Advice

Service

Value

Based in Devon

What were the circumstances that caused you to initially look for an adviser?

We needed a mortgage for our first house purchase.

How has Daniel White helped you?

Dan helped us find a really good mortgage deal initially which suited our circumstances. He then recently dealt with our re-mortgage which we were really pleased with as, yet again, he found us a really good deal and was proactive in getting this sorted in good time well before our fixed term ended. Dan then also took a look at our life insurance and income protection policies (put on risk by another advisor previously) and found that they were no longer suitable for our circumstances. Dan found us much better policies for a similar premium.

Have you seen the outcome you were hoping for?

Yes, very pleased with the outcome.

What could they have done better?

Nothing - all really positive.

Daniel's reply

Thank you very much for your kind review Amy, look forward to speaking to you both again in the near future

Review from verified client

November, 2022

Overall

Advice

Service

Value

Based in Somerset

What were the circumstances that caused you to initially look for an adviser?

I used White Financial Services to remortgage

How has Daniel White helped you?

Dan, Ruth and Helen have been exceptional from start to finish. I have found them to be very trustworthy and extremely efficient. I would highly recommend them to anyone who is looking for a mortgage or to re-mortgage.

Have you seen the outcome you were hoping for?

Yes, Dan found me an excellent deal and supported me with a new life insurance policy.

Review from verified client

October, 2022

Overall

Advice

Service

Value

Based in Somerset

What were the circumstances that caused you to initially look for an adviser?

remortgaging buying new property needing a buy to let mortgage

How has Daniel White helped you?

advised on new loans, different rate and term lenghts

Have you seen the outcome you were hoping for?

yes

What could they have done better?

nothing

Review from verified client

October, 2022

Overall

Advice

Service

Value

Based in Somerset

What were the circumstances that caused you to initially look for an adviser?

We have found Daniel to be trustworthy, reliable and has always given us brilliant advice . His team are very good. We would not hesitate in recommending him to anyone. Daniel has been our financial adviser for many years and has adapted to our life changes and match us with good products to help our financial advancement. We would not even think of going elsewhere for advice.

How has Daniel White helped you?

He has adapted products to our changing circumstances.

Have you seen the outcome you were hoping for?

Yes we are in a very good financial position due to his sound financial advise.

What could they have done better?

Absolutely nothing he is a very welcoming person and easy to talk to.

Review from verified client

October, 2022

Overall

Advice

Service

Value

Based in Somerset

What were the circumstances that caused you to initially look for an adviser?

Help in obtaining the best mortgage for my wife and i.

How has Daniel White helped you?

Dan and his team were exceptional from start to finish. Very efficient throughout and great support. Would highly recommend to anyone who is looking for a mortgage or to re-mortgage.

Have you seen the outcome you were hoping for?

most definitively

Review from verified client

October, 2022

Overall

Advice

Service

Value

Based in Somerset

What were the circumstances that caused you to initially look for an adviser?

Mortgages

How has Daniel White helped you?

Dan White is very professional, friendly and most importantly trustworthy, and did his upmost to get me a great deal, his thoroughness and attention to detail is something not found often. I trust White Financial Services to look after all my business matters. Great work

Have you seen the outcome you were hoping for?

Yes, Daniel managed to get me a deal I was more than happy with

What could they have done better?

Absolutely nothing Daniel got me a better deal that I was currently on

Review from verified client

August, 2022

Overall

Advice

Service

Value

Based in Surrey

What were the circumstances that caused you to initially look for an adviser?

Mortgage & Remortgaging

How has Daniel White helped you?

Daniel White has helped with my remortgaging and securing a good Rate of Interest . He is extremely profession / polite / very well informed . He was very patient is answering all my questions and kept me updated at every juncture.

Have you seen the outcome you were hoping for?

Yes , completely agree

Review from verified client

July, 2022

Overall

Advice

Service

Value

Based in Somerset

What were the circumstances that caused you to initially look for an adviser?

First time mortgage and remortgaging

How has Daniel White helped you?

He has dealt with everything on our behalf and made the process very easy

Have you seen the outcome you were hoping for?

Yea

Review from verified client

July, 2022

Overall

Advice

Service

Value

Based in Somerset

What were the circumstances that caused you to initially look for an adviser?

First time buyer mortgage

How has Daniel White helped you?

He found us a mortgage at a great rate. Dan and his team made the whole process stress free, kept us in the loop throughout the mortgage process and promptly answered any queries we had.

Have you seen the outcome you were hoping for?

Yes absolutely

What could they have done better?

Nothing. Dan and his staff were exceptional

Review from verified client

July, 2022

Overall

Advice

Service

Value

Based in Somerset

What were the circumstances that caused you to initially look for an adviser?

Mortgage

How has Daniel White helped you?

Dan helped us find a new rate for our mortgage and health insurance

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

Nothing, they have been ever so helpful

Review from verified client

July, 2022

Overall

Advice

Service

Value

Based in Somerset

What were the circumstances that caused you to initially look for an adviser?

Moving home

How has Daniel White helped you?

Dan and his team have been fantastic, we had structural issues with the house that we were buying, they never gave up and certainly did everything to push things through.

Have you seen the outcome you were hoping for?

Yes, Dan and his team liaised with the lender, Solicitors, valuers and the structural engineer company to ensure the mortgage was pushed through.

What could they have done better?

N/A

First impression from a user who is not yet a client

May, 2022

Overall

Please provide a brief comment about your experience with Daniel

Excellent experience, Daniel is extremely knowledgable and very helpful and assuring throughout the mortgage process. He communicated effectively and gave me the best advise for the options available to me. Will definitely be using him in the future and will be recommending him to friends and family.

Review from verified client

April, 2022

Overall

Advice

Service

Value

Based in Somerset

What were the circumstances that caused you to initially look for an adviser?

We are researching a move & asked Dan, as our current mortgage adviser, if he was able to provide us with some example calculations based on our current circumstances.

How has Daniel White helped you?

Dan came to discuss this all via a meeting & since has sent numerous emails helping us with our endless questions. Dan is fantastic to work with & we are looking forward to using him with confidence once we have found our next house. Thanks, as always.

Have you seen the outcome you were hoping for?

Yes, Dan was/is fantastic to work with!

Review from verified client

April, 2022

Overall

Advice

Service

Value

Based in Somerset

What were the circumstances that caused you to initially look for an adviser?

the purchase of a couple of project properties

How has Daniel White helped you?

When we chose to talk to Dan regarding the purchase of two property projects we werent sure if it was possible or hopw it would with the split of equity across both and how best to use our money. Dan helped us to select the best product to go with and why, he made very easy and explained perfectly so we understood 100% how it would work for us and save us in the long run. Which not only made us feel at ease throughout but educated us on how to make the pot we had maximise our potential

Have you seen the outcome you were hoping for?

yes, we have now purchased both properties and the structure that Dan has in place for us has made the renovation possible simultaneously while having money available at all times which wouldnt of been the case had we mortgaged the way we intended before taking Dans guidance.

What could they have done better?

nothing at all really, exceeded our expectations, educated us better for the future and showed us just what is actually possible. first class service all delivered in a way that made it possible to understand and not scary at all.

Review from verified client

March, 2022

Overall

Advice

Service

Value

Based in Somerset

What were the circumstances that caused you to initially look for an adviser?

We have used Dan for the last few years once when purchasing our home And with our remortgage.

How has Daniel White helped you?

He has been amazing throughout so helpful and always happy to explain what is happening. Have recommended him highly to others.

Have you seen the outcome you were hoping for?

Definitely and more couldn’t ask for anyone better.

What could they have done better?

Nothing to be honest he’s a delight to work with and always there when you need him.

Daniel's reply

Thank you so much for your kind words Natalie, it's a joy to help and advise you both and look forward to catching up in a couple of years

First impression from a user who is not yet a client

February, 2022

Overall

Please provide a brief comment about your experience with Daniel

Daniel responded promptly to my enquiry in an efficient and knowledgeable way. I found him easy to talk to and very helpful.

Review from verified client

February, 2022

Overall

Advice

Service

Value

Based in London

What were the circumstances that caused you to initially look for an adviser?

Mortgage advice - first time buyer

How has Daniel White helped you?

Dan was extremely knowledgeable and quick to respond. He provide me with clear advice, and was able to easily answer any questions I had.

Have you seen the outcome you were hoping for?

Yes

Review from verified client

November, 2021

Overall

Advice

Service

Value

Based in Wiltshire

What were the circumstances that caused you to initially look for an adviser?

Looking to remortgage and have questions about the best way to incorporate the Government’s H2B.

How has Daniel White helped you?

Offered very detailed advice and options, never once pushing us to make a decision. Provided expert advice with the options we choose and what to think about moving forward.

Have you seen the outcome you were hoping for?

Absolutely! A decent saving each month on our mortgage and a 3 yr plan agreed to help pay off H2B.

What could they have done better?

Nothing!

Daniel's reply

Thanks James, really appreciate your feedback and look forward to speaking again soon

Review from verified client

November, 2021

Overall

Advice

Service

Value

Based in Hertfordshire

What were the circumstances that caused you to initially look for an adviser?

I needed to remortgage my property.

How has Daniel White helped you?

Daniel and his team helped me remortgage at a lower rate to my current mortgage, in a very efficient process.

Have you seen the outcome you were hoping for?

Yes.

Daniel's reply

Thanks Michael, appreciate your feedback and look forward to working with you again in the future

Review from verified client

November, 2021

Overall

Advice

Service

Value

Based in Gloucestershire

What were the circumstances that caused you to initially look for an adviser?

We were looking for additional borrowing for home improvements

How has Daniel White helped you?

Listened to what we needed, to then explain different avenues available and propose the most suitable with a range of options within that

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

Nothing - had prompt and great communication throughout. Always really helpful with any questions we had and got what we needed in a very timely way

Daniel's reply

Thank you for your review Amy, I look forward to speaking with you again in the near future

First impression from a user who is not yet a client

September, 2021

Overall

Please provide a brief comment about your experience with Daniel

Dan was recommended to us through a friend as we were seeking some honest and helpful advice on our financial situation; Dan did not disappoint. We are far better informed and know exactly how we are moving forward over the next 2-5 years. We could not recommend him enough; thank you!

Daniel's reply

Thank you Gemma, very much appreciate your kind words and look forward to working with you both

Review from verified client

August, 2021

Overall

Advice

Service

Value

Based in Somerset

What were the circumstances that caused you to initially look for an adviser?

Purchasing our first home

How has Daniel White helped you?

Provided advice on and arranged mortgage

Have you seen the outcome you were hoping for?

Yes

First impression from a user who is not yet a client

August, 2021

Overall

Please provide a brief comment about your experience with Daniel

Excellent and professional service. A special mention to Dan and Ruth who have been amazing throughout the process of securing our first mortgage — always returning messages promptly and keeping us informed. We would highly recommend White Financial Services. Thanks so much Dan and team!

First impression from a user who is not yet a client

August, 2021

Overall

Please provide a brief comment about your experience with Daniel

Had a phone call where he explained all of my options, any emails I sent with any questions were answered very quickly and it was a very quick stress free experience.

First impression from a user who is not yet a client

August, 2021

Overall

Please provide a brief comment about your experience with Daniel

Daniel White helped with our mortgages, great communication throughout and we were able to lock in a competitive rate for Fixed loan.

First impression from a user who is not yet a client

August, 2021

Overall

Please provide a brief comment about your experience with Daniel

Dan and his team are fantastic, I wouldn’t go anywhere else. Ruth is professional and a huge credit to Dan.

Review from verified client

July, 2021

Overall

Service

Value

Advice

Based in Somerset

What were the circumstances that caused you to initially look for an adviser?

Initially first joint mortgage then remortgaging after 2 years.

How has Daniel White helped you?

Sought out best deals that suited our needs and budget and gave advice based on our current circumstances. He cut through the jargon and explained things clearly.

Have you seen the outcome you were hoping for?

Yes, I’m happy with the products we’ve purchased and the mortgage deal we have.

What could they have done better?

Nothing.

Daniel's reply

Thank you very much Meg for your kind words. I look forward to speaking with you both again soon

Review from verified client

July, 2021

Overall

Value

Service

Advice

Based in Somerset

What were the circumstances that caused you to initially look for an adviser?

Selecting a mortgage and subsequent remortgaging years later.

How has Daniel White helped you?

Everything that we asked for help with!

Have you seen the outcome you were hoping for?

Absolutely.

What could they have done better?

Nothing, Dan helped us negotiate the specialist language, presented all the options, explained each one and how they affected us. Excellent service.

Daniel's reply

Thanks Nick, appreciate your very kind words

Review from verified client

July, 2021

Overall

Advice

Service

Value

Based in Somerset

What were the circumstances that caused you to initially look for an adviser?

Buying a new house

How has Daniel White helped you?

Dan is friendly and reliable. He gives honest expert advice and really made the whole process less stressful.

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

N.a

Daniel's reply

Thank you for your kind words Katie

Review from verified client

May, 2021

Overall

Advice

Service

Value

Based in London

What were the circumstances that caused you to initially look for an adviser?

Needed a mortgage on a new property and refinance of my existing property

How has Daniel White helped you?

Arranged a mortgage and subsequent product change with clarity throughout the process

Have you seen the outcome you were hoping for?

Daniel has been a excellent mortgage broker and with his clear communication we have managed to get the outcome we wanted.

Daniel's reply

Thank you very much for your kind review Nayan, very much appreciated.

Review from verified client

May, 2021

Overall

Advice

Service

Value

Based in London

What were the circumstances that caused you to initially look for an adviser?

The broker for one of my properties retired and handed over my case and file over to Daniel.

How has Daniel White helped you?

Over the past 9 months, Daniel has answered all my questions to help me prepare for my fixed term renewal where my goal was to reduce my monthly payments. We mainly communicated on email and didn't hesitate to jump on a call when needed. I was also impressed with the personalised portal that collected information and gave progress updates on my application.

Have you seen the outcome you were hoping for?

Daniel achieved exactly what I had hoped for. Thank you!

Daniel's reply

Thanks very much Peter, it's been a pleasure and look forward to working with you in the near future.

Review from verified client

April, 2021

Overall

Advice

Service

Value

Based in Somerset

What were the circumstances that caused you to initially look for an adviser?

Mortgage up for review

How has Daniel White helped you?

Looked all all viable options fully discussed my needs and objectives for my mortgage.

Have you seen the outcome you were hoping for?

Yes

Daniel's reply

Thanks Kate, appreciate your comments

First impression from a user who is not yet a client

April, 2021

Overall

Please provide a brief comment about your experience with Daniel

Dan has been absolutely fantastic. He is helpful, thorough and is extremely knowledgeable.

Review from verified client

April, 2021

Overall

Advice

Service

Value

Based in Somerset

What were the circumstances that caused you to initially look for an adviser?

Instead of going to one bank to get a morgage,dan searches the best deal he can get for you.

How has Daniel White helped you?

He helped us to get a better deal for a fixed rate morgage and insurance.

Have you seen the outcome you were hoping for?

Yes by far,our morgage has gone down by getting a bette rate.

What could they have done better?

They were spot on with everything.

Daniel's reply

Thanks Julie, appreciate your comments and feedback

Review from verified client

April, 2021

Overall

Advice

Service

Value

Based in London

What were the circumstances that caused you to initially look for an adviser?

Mortgage deal was expiring

How has Daniel White helped you?

Found me an excellent new product

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

I’m very satisfied with the service I received

Review from verified client

March, 2021

Overall

Advice

Service

Value

Based in Somerset

What were the circumstances that caused you to initially look for an adviser?

New mortgage

How has Daniel White helped you?

Able to suggest suitable mortgages available to us at the best rate. Talked us through great financial advice on property.

Have you seen the outcome you were hoping for?

Absolutely.

What could they have done better?

Nothing. Great service

Review from verified client

February, 2021

Overall

Advice

Service

Value

Based in Somerset

What were the circumstances that caused you to initially look for an adviser?

Mortgage review and house move.

How has Daniel White helped you?

Dan was very knowledgable and helpful throughout the whole mortgage process, providing great advice and assistance with any queries or amendments I needed to make along the way.

Have you seen the outcome you were hoping for?

Yes.

What could they have done better?

N/A

Review from verified client

February, 2021

Overall

Advice

Service

Value

Based in Devon

What were the circumstances that caused you to initially look for an adviser?

First time buyers looking for mortgage and insurance advice.

How has Daniel White helped you?

Dan helped us find a suitable mortgage and insurance products, and kept in regular contact with us through the process.

Have you seen the outcome you were hoping for?

Yes, Dan found suitable products for us quickly and explained the options clearly.

What could they have done better?

Nothing!

First impression from a user who is not yet a client

February, 2021

Overall

Please provide a brief comment about your experience with Daniel

Completely put me at ease and made the whole situation seem very straight forward and hassle free. Daniel explains everything very clear and has a great calming manor taking all the stress out of the matter. Highly recommend

Review from verified client

February, 2021

Overall

Advice

Service

Value

Based in London

What were the circumstances that caused you to initially look for an adviser?

I was purchasing my first home in London using the help to buy scheme.

How has Daniel White helped you?

Daniel was fantastic at helping me understand my options and the processes we needed to go through to purchase a property. He made everything incredibly simple and was always available to answer questions.

Have you seen the outcome you were hoping for?

Yes.

What could they have done better?

Hard to say as my experience was pretty much perfect from start to finish!!

Review from verified client

January, 2021

Overall

Advice

Service

Value

Based in Somerset

What were the circumstances that caused you to initially look for an adviser?

We were looking to remortgage to get a better interest rate and also wanted some additional borrowing for home improvements.

How has Daniel White helped you?

This is not the first time I have used Dan and the team at White Financial Services and based on previous experiences there is no chance I would consider another broker, the professionalism that Dan displays is first class. He's always got me the best deal possible and clearly explains all my options taking away so much stress in the process. On this occasion Dan trawled through the whole of the market and advised on what would be the best fit based on our circumstances. We had a couple of products to consider so Dan clearly explained the advantages and disadvantages for each product. Once we had made a decision, Dan came back promptly advising on the additional information that the lenders needed and kept me updated every step of the way. On the couple of occasions that I had extra questions Dan was always at the other end of the phone to advise me further. I would highly recommend White Financial Services, Dan thanks for the great service.

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

No

Review from verified client

January, 2021

Overall

Advice

Service

Value

Based in Somerset

What were the circumstances that caused you to initially look for an adviser?

Originally we sought the help of Dan when buying our first home, as it can be very confusing and we wanted to be sure we made the right decisions. We have now just had Dans help again for our renewal.

How has Daniel White helped you?

We received brilliant advice and felt cared for throughout the process. Dan kept communication up so we were well informed, and we secured our mortgage and life insurance through him.

Have you seen the outcome you were hoping for?

Absolutely.

What could they have done better?

Nothing to improve on.

Review from verified client

January, 2021

Overall

Advice

Service

Value

Based in Somerset

What were the circumstances that caused you to initially look for an adviser?

Wanting to increase our borrowing and end of our existing fixed rate.

How has Daniel White helped you?

Talked through our options and variables such as term etc and offered excellent advice based on current financial climate and affordability etc

Have you seen the outcome you were hoping for?

Yes absolutely

What could they have done better?

Nothing given the circumstances

Review from verified client

January, 2021

Overall

Advice

Service

Value

Based in Somerset

What were the circumstances that caused you to initially look for an adviser?

We needed guidance to apply for the best mortgage option for us to help buy a new home.

How has Daniel White helped you?

Daniel searched the options available and provided us with guidance and context to why he felt the option presented was best for us. Daniel responded quickly to our questions and provided a very good service.

Have you seen the outcome you were hoping for?

He reaffirmed the research that we had done was correct and gave us the confidence to proceed.

What could they have done better?

I would have loved it if Daniel was able to find a deal that bettered our research but this was not available. In hindsight zoom calls would have given a more personal touch as we spoke on the phone and email. If we had not been in a lockdown then we would have had the additional security of face to face.

Review from verified client

January, 2021

Overall

Advice

Service

Value

Based in Somerset

What were the circumstances that caused you to initially look for an adviser?

Mortgage due for renewal.

How has Daniel White helped you?

Gave sound independent financial advice for our long term needs.

Have you seen the outcome you were hoping for?

Yes.

What could they have done better?

N/A

Review from verified client

January, 2021

Overall

Advice

Service

Value

Based in London

What were the circumstances that caused you to initially look for an adviser?

We were first time buyers of a property

How has Daniel White helped you?

Daniel was very attentive and helped us to secure the best possible mortgage and being first time buyers made the whole process completely pain free.

Have you seen the outcome you were hoping for?

Yes, we are happily living in our first home

What could they have done better?

Nothing

Review from verified client

December, 2020

Overall