Daniel White

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

I needed help when changing mortgages

How has Daniel White helped you?

Daniel was great. Friendly, efficient and gave great advice. The whole process was simple and quick and Daniel followed up as needed.

Have you seen the outcome you were hoping for?

Totally.

What could they have done better?

Nothing.

Please provide a brief comment about your experience with Daniel

Daniel clearly is very knowledgeable in his speciality of personal finance's and was able to articulate the options open to us allowing us to make an informed decision. Not just a text book response but one that took into account our personal circumstances which was key. A very personable person and one that showed he had our best interests at heart.

Please provide a brief comment about your experience with Daniel

Daniel and his team exhibited nothing but excellence during the entire process, I cannot thank them enough for their efforts and professionalism that enabled me to buy my first home

Please provide a brief comment about your experience with Daniel

Helpful, informative and clear advice given. We felt fully supported throughout the mortgage application process.

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

We looked for a financial advisor to support with finding the most suitable mortgage.

How has Daniel White helped you?

Daniel and his team listened to our concerns relating to a new mortgage and our move and were able to advise and find the most suitable mortgage for us. The service was simple, convenient and made easy to understand. The whole team offer a friendly, yet professional service.

Have you seen the outcome you were hoping for?

Yes!

What could they have done better?

Nothing!

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

Looking for a mortgage broker

How has Daniel White helped you?

Providing advice on my first mortgage and helping with renewal

Have you seen the outcome you were hoping for?

yes

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

Buying a property in the UK for the first time, and requiring assistance with mortgage applications

How has Daniel White helped you?

Found the best mortgage for our circumstances, and proactively contacts us when any mortgage sub-account is approaching the end of its fixed term

Have you seen the outcome you were hoping for?

Yes, absolutely

What could they have done better?

Nothing - Daniel has provided everything we've needed with an absolute minimum of fuss

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

I needed to remortgage

How has Daniel White helped you?

He managed the entire process and kept me informed all the way

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

Nothinh

Please provide a brief comment about your experience with Daniel

Very professional and knowledgeable. Daniel is very helpful he helped me plan out my finances and has helped me set an achievable goal for the next two years. He was very clear and made sure everything was easy to understand

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

We needed help with our mortgage and protection insurance’s

How has Daniel White helped you?

Dan has helped us with our protection plans and also helped with renewal of our mortgage

Have you seen the outcome you were hoping for?

Yes

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

Myself and my partner were looking to buy our first house and we were recommended Daniel by a friend who had recently used him

How has Daniel White helped you?

Daniel helped us by making it so that we didn’t have to go to multiple different mortgage providers for appointments by being able to check all providers after taking our information which saved us a lot of time and stress, he helped set up our insurances we needed once we had bought the house and he also recommended a trusted solicitors he had had clients use in the past. On top of this any questions we had about anything to do with buying the house we could easily send him an email and he would respond promptly.

Have you seen the outcome you were hoping for?

Definitely we have now been in our new home for a week and it all went very smoothly and I definitely think it was thanks to Daniel that everything went so well.

What could they have done better?

Nothing Daniel did absolutely everything he could to help us quickly and perfectly

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

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

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.

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

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

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.

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.

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

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.

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

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

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!

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.

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.

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

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

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

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!

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.

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.

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

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

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.

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

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

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

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.

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.

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

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.

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

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

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

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

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

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

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

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.

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!

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.

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.

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.

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

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!

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.

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

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!

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

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!

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.

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.

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.