White Financial Services

Independent mortgage adviser  Croft House, Taunton, Somerset, TA1 3PF
First meeting at adviser's own cost
We are proud to have been listed in the Times top rated Advisors for 2016, 2019 and 2020.
We can advise you on
Bad credit
Buy my next home
Buy to let
Buying commercial property
Buying first home
Equity release
Flexible mortgages
Mortgage protection
Next home / Remortgaging
Right to buy
Self-employed mortgages
Response rating
FCA authorised
Last authorised 1st March 2021
Meet our advisers
MR Daniel White
Managing Director

This examination assesses a knowledge and understanding of the different types of equity release products, risks to the consumer associated with equity release and application of suitable equity release solutions according to the circumstances of different customers.

This qualification assesses a knowledge and understanding of the UK regulation environment in the financial services industry, mortgage products, repayment options and the giving of mortgage advice.

What our clients say
The most amazing team of people. They’ve changed our lives forever. A million thanks to all of you xxx
Laura, Taunton
We wanted assistance understanding what the best mortgage was for our first home purchase. We really enjoyed dealing with Dan who was knowledgeable, friendly and really helpful. We have already recommended Dan!
Martyn, Berkhamstead
Dan enabled me to buy a new place and rent out my existing house via a financially achievable product. Could not have done anything better this time, but will need to help me again in just under 2 years' time.
Jo, Taunton
My husband and I are self employed and were looking for a more flexible lender than the High Street banks. Daniel dealt with our application from start to finish and got us the mortgage terms we were looking for. Daniel was always very professional, but friendly and easy to talk to. He was always available to discuss our case, even late into the evening, if we were struggling for time in the working day. We can’t thank him enough.
Lizzy, Taunton
Advice on the best product available and why. Listened to my specific requirements and found a mortgage that suited. Thanks Dan, usual quick and efficient service.
Steve, Yeovil
We needed to remortgage, we also needed life insurance, so we managed to get it all done. The service provided was outstanding as usual, this was not the first time using Champion, Hall and White, we will continue to use them for all our financial needs. They take the stress out of finding the perfect mortgage for you and do all the leg work, I would never go anywhere else! They are understanding, professional and go above and beyond.
Mel, Taunton
A previous advisor we went to was unable to help and the service we received wasn’t what we expected which led us to look elsewhere. Thanks to White Financial they were able to source the best mortgage that fitted our circumstances. I couldn’t rate the service we received from everyone at White financial services highly enough, from the initial contact all the away through until we completed on our mortgage the service was impeccable. Nothing was ever to much trouble and everyone was on the ball, we never had to chase for responses or ask for anything, everything we needed was given straight away and explained thoroughly. I have already recommended White Financial to a work colleague who will be looking to take out a mortgage in the coming months and I will continue to recommend White financial to everyone.
Simon & Laura, Taunton
Massive thanks to White Financial services and Dan White for the help with the purchase of my first home. Wouldn't of been as easy as it has been without this company
Sam, Taunton
Thanks so much Dan for all your help and advice in finding me a mortgage and life cover. It's been invaluable and you've made the whole process so easy and stress-free. I will be recommending you to all my friends and family!
Georgia, Somerset
I can't recommend Dan enough. From day one the service has been flawless. Dan and his team have provided first class advice, kept me updated every step of the way and were always available to answer any questions. If you're looking for a trustworthy and honest advisor then make sure Dan is your first point of contact! I have gone on to recommend Dan to friends and colleagues and they too have echoed the above and have been extremely impressed with Dan and the guys at WFS.
Bianca, Bristol
Excellent advice on best mortgage for our circumstances. Made 110% effort to ensure we got best deal for us.
Charlotte, Somerset
Daniel was amazing, he always went above and beyond his role to help me and more importantly made me feel like a valued client. He knows his job inside out and took away a lot of pressure from a very stressful situation. The team in the office are friendly, helpful and do as they say. Lots of updates and I had complete faith in Daniel and his team.
Naomi, Somerset
Dan went above and beyond helping us to secure a mortgage. He was patient and responding to emails and requests were extremely prompt. I cannot thank him or recommend him enough.
Rachael, Somerset
Dan showed us various option's when renewing our mortgage as we were moving house. He made the process very clear and was able to secure a mortgage that suited our financial circumstances. We will use Dan again when our fixed rate mortgage comes to an end.
Lynn, Somerset
Dan managed to secure a mortgage offer within 24 hours of speaking with him, after the current mortgage people were very difficult and really unable to help.
Fiona, Portishead
I was looking for help with getting capital out of our property investment and Dan made the exercise quite simple for me. Dan listened to my goals, found a mortgage provider and a solicitor for me for the process.
Andrew, Leeds
Daniel's simple, honest advice was something we both liked. He had plenty of time for us and was very speedy with his response at all times.
Daniel, Somerset
Dan has sorted out mortgages at a cheaper rate and released money to build another property. he gave us very good advice and explained everything in a clear concise way. Dan took time to listen to what we needed and helped us to achieve our goal. A very nice professional chap whom is up to speed with current practices and legal requirements.
Christine, Bridgwater
He was really quick at getting things sorted, not something you tend to hear of in the world of mortgages but Daniel got things turned around in days. We had a few issues down the line and Daniel sorted them and ended up managing to get us something better.
Andrew, Weston Super Mare
Dan supported and guided my partner and I, by finding us the best mortgage deal available to help purchase our first family home, together. All in time for the arrival of our new family member. Dan also helped us re-mortgage an investment property on to a buy to let mortgage, which allowed us to release equity and free up extra capital.
Christianna, Somerset
I was looking to remortgage my BTL at the same time as buying a new residential property. Dan was great. He completed a thorough Q&A to find out exactly what I needed and then pretty swiftly came back to me with the options available.
Nicola, London
Daniel was very professional efficient and advised us on which mortgage would be better for us his manner and professionalism is outstanding .
Nikki, Taunton
Very informative and had excellent product knowledge of the entire market.
James, Yeovil
Dan was incredible. He was very informative, helpful and he and his team made the process as easy as possible for us and it was. No stress.
Becki, Wellington
Dan, was great to communicate with, asking exactly what I was after and going away and coming back with a range of options. After discussing this in detail we chose the best option that suited our situation. With Dan explaining everything in detail so it was 100% clear. I always give honest feedback, and I can’t fault Dan
Mark, Taunton
I was looking for a world class financial advisor to help me build a portfolio of assets. After discussing with friends, I received recommendation to use Daniel White. My personal experience from the start has been great. You get a fantastic service when you hire Dan and his firm. He is also supported by wonderful team who are always there to answer queries and to ensure everything moves quickly.
Kash, London
Excellent communication, prompt response to queries. Felt secure knowing Dan was taking control.
Amy, Taunton
This is the second time we have used Daniel White for financial advice, this time to renew our mortgage. Once again, the service was superb. We received an email and telephone call in advance from Daniel to inform us that we were coming to the end of our fixed-term agreement and he also went through the options available and agreed the next steps with us. We had a high level of communication from Daniel throughout and we found him to be very knowledgeable about the industry. He was able to help with all of our needs.
Ross, Ilminster
I'm a first time buyer who is self-employed and so applying for a mortgage isn't so easy. Daniel made it easy! Buying a leasehold flat in central London isn't an easy prospect, but Daniel worked around the clock to ensure that I got a great mortgage deal.
Helen, London
About us

We 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.

Independent advice means that we have no restrictions when researching the market to obtain the most cost effective solution. We work for the client and the advice we provide has been tailored to their circumstances and requirements, ensuring they have the very best advice with access to market leading rates.

Our services

The service you will receive is a fully advised service tailored directly around your Mortgage and Financial Protection needs.

In a nut shell, we will establish your Mortgage and Protection needs in your Mortgage Consultation which will be followed by a Mortgage product recommendation presented to you, taking into account all current market conditions and your current financial circumstances.

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

Where to find us
Head office address: Croft House, 17 Paul Street, Taunton, Somerset, TA1 3PF
Service coverage
Preferred clients
Minimum mortgage value
Special offers
Choose an Unbiased exclusive special offer:
Advice methods
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    Online (Live chat, video, email)
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    Face to face

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.

Response rating
FCA authorised
Last authorised 1st March 2021

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