0182 342 9131
Based in Taunton
View locationTop Rated 2025
Top Rated advisers have met the qualification criteria for VouchedFor's Top Rated Guide, as determined by their client feedback
Verified since: February, 2022
5 out of 5
Checks carried out by VouchedFor
FCA Regulated
Daniel and/or the firm they work for (or are appointed representatives of) is regulated as appropriate by the Financial Conduct Authority
Last checked: 06 March 2025
Daniel and/or the firm they work for (or are appointed representatives of) is regulated as appropriate by the Financial Conduct Authority
11
Recent Client Reviews
Daniel has received 11 client reviews in the past 12 months; 100% of these have been verified
Verified reviews: 100%
Daniel has received 11 client reviews in the past 12 months; 100% of these have been verified
Independent Mortgage Adviser
Daniel can advise across a wide range of mortgage products in the market. It is important to ask if Daniel checks lenders’ direct-only deals.
Last checked: 21 October 2024
Daniel can advise across a wide range of mortgage products in the market. It is important to ask if Daniel checks lenders’ direct-only deals.
7
Qualifications Uploaded
Daniel has added their qualifications to their profile. You can see them by clicking on the ‘qualifications’ tab below
7 qualification certificates available to view
Daniel has added their qualifications to their profile. You can see them by clicking on the ‘qualifications’ tab below
Transparent Fees
Daniel has added their fees to their profile. You can see them by clicking on the ‘fees’ tab below
Daniel has provided information on their typical fees
Daniel has added their fees to their profile. You can see them by clicking on the ‘fees’ tab below
16
Positive First Impressions
100% of VouchedFor users have had a positive (4 or 5 star) first experience with Daniel (based on 16 first impressions)
100% of users who are not yet clients had a positive first experience with Daniel
100% of VouchedFor users have had a positive (4 or 5 star) first experience with Daniel (based on 16 first impressions)
Checks carried out by VouchedFor
FCA Regulated
Daniel and/or the firm they work for (or are appointed representatives of) is regulated as appropriate by the Financial Conduct Authority
Last checked: 06 March 2025
Daniel and/or the firm they work for (or are appointed representatives of) is regulated as appropriate by the Financial Conduct Authority
11
Recent Client Reviews
Daniel has received 11 client reviews in the past 12 months; 100% of these have been verified
Verified reviews: 100%
Daniel has received 11 client reviews in the past 12 months; 100% of these have been verified
Independent Mortgage Adviser
Daniel can advise across a wide range of mortgage products in the market. It is important to ask if Daniel checks lenders’ direct-only deals.
Last checked: 21 October 2024
Daniel can advise across a wide range of mortgage products in the market. It is important to ask if Daniel checks lenders’ direct-only deals.
7
Qualifications Uploaded
Daniel has added their qualifications to their profile. You can see them by clicking on the ‘qualifications’ tab below
7 qualification certificates available to view
Daniel has added their qualifications to their profile. You can see them by clicking on the ‘qualifications’ tab below
Transparent Fees
Daniel has added their fees to their profile. You can see them by clicking on the ‘fees’ tab below
Daniel has provided information on their typical fees
Daniel has added their fees to their profile. You can see them by clicking on the ‘fees’ tab below
16
Positive First Impressions
100% of VouchedFor users have had a positive (4 or 5 star) first experience with Daniel (based on 16 first impressions)
100% of users who are not yet clients had a positive first experience with Daniel
100% of VouchedFor users have had a positive (4 or 5 star) first experience with Daniel (based on 16 first impressions)
We believe in sitting down with our clients, getting to know their story, and crafting financial solutions that feel as individual as they are. While we’re proud to be recognised as a VouchedFor top-rated Adviser in The Times since 2016, what really drives us is seeing our clients’ relief when they realise they’ve found an adviser who really listens and is willing to take the time to find the best possible outcome for them. We believe in building reciprocal partnerships with our clients, combining unlimited market access with genuine personal attention. We’ve built our practice on the foundation of face-to-face conversations, believing that the nuances of your financial situation—and the opportunities within it—are best understood through real relationships. We provide clear guidance and thorough research needed to make confident decisions. Our out of the box thinking allows us to create customised recommendations for a variety of needs, from straightforward mortgages to the most complex financial structures. We have the expertise to navigate any challenge, the independence to recommend what’s truly best for you, and most importantly, the dedication to see you succeed.
Offers available through VouchedFor
Contact Daniel through VouchedFor and your initial 1 hour meeting or phone call will be free of charge. You can use this to discuss your situation and find out whether you feel they are a good match for you.
£430,000 Consumer Protection
Your money is protected against bad advice by the Financial Ombudsman Service up to a maximum limit of £430k and by the Financial Services Compensation Scheme (FSCS) if the company goes out of business (in which case, limits may vary - see the FSCS website for more details).
About Daniel's clients
Based on responses provided by clients who have reviewed this adviser
Clients' level of financial expertise
Household income
Mortgage value
Savings
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Adviser Disclaimer
White Financial Services Limited is authorised and regulated by the Financial Conduct Authority; FCA Number 595851. Think carefully before securing other debts against your home. Your home may be repossessed if you do not keep up repayments on a mortgage or any other debt secured on it.