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LISTED IN THE TIMES TOP RATED ADVISORS FOR 2016, 2019, 2020 & 2021 Daniel White, Director of ‘White Financial Services’

Contact us and meetings to suit you

Questions? Send us a message, or get in touch: 01823 340 711 enquiry@whitefinancialservices.co.uk

MORTGAGE FINANCE

We provide Independent advice on all types of Mortgage Finance in both mainstream and specialist 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.


LIFETIME LENDING

Equity Release can be a vital part of retirement planning or even to help raise a capital lump sum for various purposes. Equity release refers to a range of products letting you access the equity (cash) tied up in your home if you are over the age of 55. You can take the money you release as a lump sum or, in several smaller amounts or as a combination of both.

Lifetime mortgage

You take out a mortgage secured on your property provided it is your main residence, while retaining ownership. You can choose to ring-fence some of the value of your property as an inheritance for your family. You can choose to make repayments or let the interest roll-up. The loan amount and any accrued interest is paid back when you die or when you move into long-term care.






PROTECTION SERVICES

Family is important; that’s why it’s best to get expert advice to help protect what matters, when it matters!

Thinking about the consequences should anything happen to the main breadwinner isn’t something any of us want to contemplate. However it is important when arranging your mortgage to take the time to protect you and your family should the unthinkable happen.

Put simply protection products are policies that are arranged to provide you and your family with either a lump sum or a regular income should you become seriously ill, lose your job, or in the event of your death.

Personal & Business Protection:

Relevant Life



Life Assurance



Business Protection



TESTIMONIALS



ABOUT US

The Company was launched in May 2013 with a direct vision to offer a unique, personalised service with a traditional approach, aligned with core values whilst maximising modern day technology.

Dedication & Commitment

We are dedicated to creating a meaningful, long-term relationship with you that is based on understanding, knowledge and commitment to progress. We are a company of action: proactive, professional and committed to creating long-term success and financial progression for you, our client. White Financial Services provide Independent advice across the UK.

Daniel White - Certs CII (MP & ER) Cert SMP

Managing Director
E: dan@whitefinancialservices.co.uk

Helen Rayson

PA to Dan White
E: helen@whitefinancialservices.co.uk

Graham Hambly - CeMAP

Mortgage & Protection Advisor
E: graham@whitefinancialservices.co.uk

Ruth Lanham - CeMAP

Case Manager
E: ruth@whitefinancialservices.co.uk

Josh Legrand - CeMAP

Mortgage & Protection Advisor
E: josh@whitefinancialservices.co.uk

Ross Thomas - CeMAP

Mortgage & Protection Advisor
E: ross@whitefinancialservices.co.uk

Martin Ross - CeMAP

Mortgage & Protection Advisor
E: martin@whitefinancialservices.co.uk

CONTACT US

Questions? Send us a message, or get in touch: 01823 340 711 enquiry@whitefinancialservices.co.uk