About

Learn more

Get to know us a little more

We love what we do, and hope that shows through when there is nothing about the industry that our experienced team do not know.

Happy customers

Always listening to our customer, our post-completion surveys ensure we are constantly improving. Here for you when you need us.

Industry knowledge

Our experienced team have completed hundreds of applications to date and it continues to grow day on day.

Financial expertise

We love our job and hope that shows through when there is nothing about the industry that our experienced team do not know.

A trusted partner

We deliver on promises

Our policy is ‘straight talking advice’. No jargon, no fuss, no stress. We’re passionate about securing a great mortgage for our customers, regardless of whether they are first time buyers, remortgaging, moving home, purchasing additional properties or even someone with an adverse credit. We exist to help our customers secure their dream home.

We hold ourselves to the highest standards of conduct, so our customers can be assured that they are in safe hands with us.

About us
About us

From the very start

We care

We have a deep respect for our customers, and with over 10 years of financial services experience, our varied industry knowledge will cater for any financial circumstance you find yourself in.

Meet us

Get to know our team

We’re a blend of expert knowledge, skills and passion – and we’d like to think the ultimate formula for a great mortgage.
Daniel White

Daniel White

Certs CII (MP & ER) Cert SMP

Managing Director

✉️ dan@whitefinancialservices.co.uk

Helen Rayson

Helen Rayson

CeMAP

Case Manager

✉️ helen@whitefinancialservices.co.uk

Kate Lott

Kate Lott

CeMAP

Case Manager

✉️ kate@whitefinancialservices.co.uk

We’ve a passion for exceeding on service for all your mortgage, protection and insurance needs

Testimonials

What our customers are saying

Reviews and Ratings for Financial adviser Daniel White, Taunton

A verified VouchedFor client

Daniel and his team listened to our concerns relating to a new mortgage and our move and were able to advise and find the most suitable mortgage for us. The service was simple, convenient and made easy to understand. The whole team offer a friendly, yet professional service.

A verified VouchedFor client

Had a fantastic experience with our mortgage. Great communication from the team, kept in the loop throughout the process and replied to our emails quickly. Our application was processed promptly and couldn’t have asked for better service. Would highly recommend.

Let’s get connected!

Our experienced team is ready to help support and advise you on your mortgage, protection and insurance applications.