White Financial Services

Independent mortgage adviser  Croft House, Taunton, Somerset, TA1 3PF
First meeting at adviser's own cost
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
Response rating
9.4/10
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FCA authorised
Last authorised 13th September 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.

Mr Ross Thomas
Mortgage & Protection Consultant

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.

Mr Martin Ross
Mortgage & Protection Consultant

This qualification assesses a knowledge and understanding of the mortgage process and the principles of equity release.

Mr Graham Hambly
Mortgage & Protection Consultant

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
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
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
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
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
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
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
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
Very informative and had excellent product knowledge of the entire market.
James, Yeovil
Daniel was very professional efficient and advised us on which mortgage would be better for us his manner and professionalism is outstanding .
Nikki, Taunton
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
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
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 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
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
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
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
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 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
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
Excellent advice on best mortgage for our circumstances. Made 110% effort to ensure we got best deal for us.
Charlotte, 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
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
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
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
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
Excellent communication, prompt response to queries. Felt secure knowing Dan was taking control.
Amy, 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
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
This is not the first time I have used Dan and the team at White Financial Services and based on previous experiences there is no chance I would consider another broker, the professionalism that Dan displays is first class. He's always got me the best deal possible and clearly explains all my options taking away so much stress in the process. On this occasion Dan trawled through the whole of the market and advised on what would be the best fit based on our circumstances. We had a couple of products to consider so Dan clearly explained the advantages and disadvantages for each product. Once we had made a decision, Dan came back promptly advising on the additional information that the lenders needed and kept me updated every step of the way. On the couple of occasions that I had extra questions Dan was always at the other end of the phone to advise me further. I would highly recommend White Financial Services, Dan thanks for the great service.
Simon, Taunton
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.

Where to find us
Head office address: Croft House, 17 Paul Street, Taunton, TA1 3PF
Service coverage
Preferred clients
Minimum mortgage value
£125,000
Special offers
Choose an Unbiased exclusive special offer:
Offers terms
Advice methods
  • phoneButton
    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.

Response rating
9.4/10
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FCA authorised
Last authorised 13th September 2021

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