Daniel's reviews
Reviewed for
Insurance and Protection ( 81 )
Mortgages ( 225 )
Pensions ( 4 )
Equity Release ( 8 )
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+ ( 5 )
£200k - £500k ( 10 )
£100k - £200k ( 10 )
£50k - 100k ( 6 )
Up to £50k ( 80 )
Review
by a verified client in Somerset
2 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Buying a house and needed extra equity ahead of sale of property to make purchase work
How has Daniel White helped you?
Dan came up with a solution to help us make things work and within what we could afford to do
Have you seen the outcome you were hoping for?
Yes
What could they have done better?
All was good
Daniel:
Thanks Paul, I'm glad we could help you achieve your move and I hope you enjoy your new homeReview
by a verified client in Somerset
2 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
We required a specialist mortgage for a new house purchase
How has Daniel White helped you?
Dan was excellent in sorting our mortgage requirements making it a seamless and stress free process
Have you seen the outcome you were hoping for?
Yes no issues with application
What could they have done better?
The whole process was completed in a swift and professional manor
Daniel:
Thanks Matt, it was an absolute pleasure to help you with your new home and look forward to working with you again.Review
by a verified client in Worcestershire
3 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Mortgage renewal
How has Daniel White helped you?
Found me a new mortgage product
Have you seen the outcome you were hoping for?
Yes
What could they have done better?
Nothing
Daniel:
Thanks Esther, look forward to speaking to you again soonReview
by a verified client in Essex
3 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
It was our first time buying a home and we had no idea about the procedure and things that need to be in place so seemed a adviser
How has Daniel White helped you?
Daniel and his team were amazing, helped us understand the terminology, went through out agreement with us bit by bit making sure we was comfortable and happy
Have you seen the outcome you were hoping for?
Yes, we managed to get our mortgage and a very good rate.
What could they have done better?
Nothing, communication was always clear and quick.
Daniel:
Thanks for your kind words Holly, it was a pleasure to help you buy your first homeReview
by a verified client in Buckinghamshire
3 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Needed to remortgage
How has Daniel White helped you?
Helped us remortgage twice.
Have you seen the outcome you were hoping for?
Yes
Daniel:
Thanks Naren, always a pleasure and glad we could help you