Reviewed for
Insurance and Protection ( 78 )
Mortgages ( 206 )
Pensions ( 4 )
Equity Release ( 6 )
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+ ( 4 )
£200k - £500k ( 11 )
£100k - £200k ( 8 )
Up to £50k ( 73 )
£50k - 100k ( 6 )
Review
by a verified client in Buckinghamshire
23 days ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
We have been working with Dan and White Financial services for our mortgages for several years now, and his expertise has been invaluable. The recommendation came through the family.
How has Daniel White helped you?
He consistently provides clear, tailored advice and presents us with the best mortgage options suited to our circumstances. Dan and his team are professional, knowledgeable, and always have our best interests in mind. We highly recommend their services and will continue to rely on them in the future. Thank you, Phil & Natalie
Have you seen the outcome you were hoping for?
Yes
What could they have done better?
Nothing.
Review
by a verified client in Devon
2 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
I needed to remortgage my house and was looking for an advisor to ensure I got the best possible rate and terms.
How has Daniel White helped you?
Dan and his team were excellent, very efficient and I had confidence that they were closely monitoring all the changes in the market to make certain I got the best interest rate when I remortgaged.
Have you seen the outcome you were hoping for?
Yes absolutely, I was really pleased with the rate secured and appreciated the additional advise on my life insurance policy too. I felt Dan and the team listened to my requirements and recommended products that met my needs.
What could they have done better?
Nothing - keep up the great service!
Review
by a verified client in Kent
2 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Mortgage renewals
How has Daniel White helped you?
Dan always offers me sound advice and takes the time to speak to or email me directly, explaining the details of my options and securing the best product form me, at the optimal time. Will continue to use his services in future.
Have you seen the outcome you were hoping for?
Yes
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?
We needed to remortgage to fund some renovations on our property. A family friend recommended Daniel White to us and we’re very grateful that they did.
How has Daniel White helped you?
Daniel assessed our situation and provided clear advice and guidance on how to best proceed with a remortgage. They helped with the application process and recommended a solicitor to handle the conveyance.
Have you seen the outcome you were hoping for?
The whole process of remortgaging was very straightforward thanks to the support given by Daniel and his team. They oversaw the whole process from start to finish.
What could they have done better?
Nothing!
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?
I needed help when changing mortgages
How has Daniel White helped you?
Daniel was great. Friendly, efficient and gave great advice. The whole process was simple and quick and Daniel followed up as needed.
Have you seen the outcome you were hoping for?
Totally.
What could they have done better?
Nothing.