White Financial Services

Independent mortgage adviser  Croft House, Taunton, TA1 3PF
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FCA authorised
Last authorised 24th January 2022
I'm very proud to be listed as one of most rated local Advisors for independent Mortgage advice. In addition, I have been regularly quoted in the industry press for comments based on my professional knowledge and expertise.
We can advise you on
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Bad credit
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Buy my next home
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Buy to let
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Buying commercial property
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Buying first home
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Equity release
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Flexible mortgages
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Mortgage protection
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Next home / Remortgaging
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Right to buy
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Self-employed mortgages
Meet our advisers
MR Daniel White
Managing Director
Mr Ross Thomas
Mortgage & Protection Consultant
Mr Martin Ross
Mortgage & Protection Consultant
Mr Graham Hambly
Mortgage & Protection Consultant
About us

I have been working in financial services since 2004, developing key skills around the advice and presentation of Mortgage finance. I started in an administration role and progressed through to underwriting before starting my advising career in 2011. This has been a key contributor to building great relationships with Lenders and an in depth knowledge on how Lender's assess different types of Mortgages, enabling me to become a great problem solver to difficult circumstances.

I have been listed in VouchedFor’s top rated Advisors in the UK as published in the Times and Telegraph on a yearly basis since 2016.

My client bank varies from young first time buyers to high net worth individuals based all over the UK, with a large proportion split locally here in Taunton and in London. I have helped my clients buy their first home, upsize their family home, build property portfolios, mitigate potential tax on property portfolios by using special purpose vehicles and working with qualified Accountants and also using large investments via a 'Lombard' loan setup to enable a large purchase on a non-mortgageable property.

Our services

My strengths are being able to listen to my clients requirements and then using my technical knowledge and industry experience to present solutions.

I provide Independent advice on all types of Mortgage Finance, Equity Release and Financial Protection cover. We specialise in areas such as Complex Income Types, Fixed Term Contractors, Self Employed, Limited Company Directors, Investment Properties (Buy to Lets) for personal and SPV/Limited Company ownership, Ex-Pats and Older Borrowers.


We will provide full guidance and support which will be regularly communicated to you from the start until the very end.

Preferred clients
Minimum mortgage value
£101,000
Advice methods
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    Telephone
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    Online (Live chat, video, email)
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    Face to face
Compliance

Your home may be repossessed if you do not keep up repayments on your mortgage.

White Financial Services Ltd is authorised and regulated by the Financial Conduct Authority, FRN 595851.

Croft House, 17 Paul Street, Taunton, TA10 9RQ

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