Daniel's reviews

Reviewed for

Insurance and Protection ( 81 )

Mortgages ( 214 )

Pensions ( 4 )

Equity Release ( 7 )

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 ( 11 )

£100k - £200k ( 9 )

£50k - 100k ( 6 )

Up to £50k ( 77 )

Review

by a verified client in Dorset

3 months ago

Overall

Advice

Service

Value

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

We were buying our first home and Daniel was recommended by Mayfair estate agents

How has Daniel White helped you?

Daniel helped us get the best value mortgage and associated insurance for our first home, he was very clear and encouraging throughout the process

Have you seen the outcome you were hoping for?

Yes, we have a great mortgage for below the figure we had been paying for rent

What could they have done better?

Nothing

Daniel:

Thank you Charlotte, all the best in your new home and I look forward to speaking with you soon.
Review

by a verified client in Somerset

3 months ago

Overall

Advice

Service

Value

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

Being a first time buyer, I was interested in getting a highly rated advisor to support be in buying our first house.

How has Daniel White helped you?

Daniel was very supportive from the first meeting until completion. He provided a high quality service and provided clear updates throughout the process. He was very easily contactable and replied to messages within the hour and able to provide a strong knowledge of his field of work.

Have you seen the outcome you were hoping for?

Yes we have. It was a smooth process and now we have moved into our first home.

Daniel:

Thank you Jack, it's been a pleasure to help you both in your new home. I look forward to speaking to you soon
Review

by a verified client in Somerset

4 months ago

Overall

Advice

Service

Value

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

To buy a new house. Daniel was recommended to us by family friends.

How has Daniel White helped you?

A mortgage to purchase a property, Daniel was knowledgeable and very helpful. He managed to relieve a lot of the pressures that comes with buying a house

Have you seen the outcome you were hoping for?

Yes, with Daniel’s advice and guidance we have purchased the house

What could they have done better?

No

Review

by a verified client in Somerset

4 months ago

Overall

Advice

Service

Value

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

House purchase

How has Daniel White helped you?

Mortgage and life insurance

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

Nothing

Review

by a verified client in Somerset

9 months ago

Overall

Advice

Service

Value

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

I have used Dan for over 10 years and wouldn’t go anywhere else.

How has Daniel White helped you?

Mortgages to purchase and remortgage.

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

Nothing we couldn’t ask for more, kept us up to date. We last re-mortgaged, in the last 4 months we’ve received 3 mortgage offers in line with the rates coming down without even a phone call - fantastic service.

Daniel:

Thank you Jo, always a pleasure to help you both