Daniel's reviews
Reviewed for
Insurance and Protection ( 79 )
Mortgages ( 210 )
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 ( 74 )
Review
by a verified client in Somerset
2 days 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.
Review
by a verified client in Somerset
4 days ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Help on mortgage advice.
How has Daniel White helped you?
Dan was so helpful with advice and help with our mortgage. Amazing service, he went above and beyond to help.
Have you seen the outcome you were hoping for?
Yes.
What could they have done better?
Amazing service, no improvement needed.
Daniel:
Thank you, Charlotte, very kind of you. glad I could help you and your family.Review
by a verified client in Somerset
4 days ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
We were council tenants looking to purchase our home through the right to buy scheme
How has Daniel White helped you?
After receiving poor advice from a previous adviser we were a bit wary on who to trust but Dan made that easy and made everything simple
Have you seen the outcome you were hoping for?
We are now the proud owners of the home we have lived in for 10 years
Daniel:
Thank you for your kind words, Matt, it's been a real pleasure helping you secure your home, and I look forward to speaking with you again soon.Review
by a verified client in Somerset
4 days ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
We saw a property we loved and needed advice about whether we could afford it.
How has Daniel White helped you?
Daniel helped with rapid responses, realistic answers and with all the knowledge we needed. He had the client’s interests at heart and goes above and beyond.
Have you seen the outcome you were hoping for?
Yes, we feel that the outcome is even better than we hoped for.
What could they have done better?
I can confidently say Daniel gave the best service.
Daniel:
Thank you for your kind review, Harriet, it's been a pleasure helping you and your family and I look forward to speaking with you again soonReview
by a verified client in Buckinghamshire
2 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
We have been working with Dan and White Financial services for our mortgages for several years now, and his expertise has been invaluable. The recommendation came through the family.
How has Daniel White helped you?
He consistently provides clear, tailored advice and presents us with the best mortgage options suited to our circumstances. Dan and his team are professional, knowledgeable, and always have our best interests in mind. We highly recommend their services and will continue to rely on them in the future. Thank you, Phil & Natalie
Have you seen the outcome you were hoping for?
Yes
What could they have done better?
Nothing.