Joe Stephenson - Mortgage Adviser

Friendly, independent, no obligation advice on Mortgages and protection.

Please feel free to contact me. Always happy to help.

A little about us. . .
Based in the heart of Taunton, Somerset, White Financial Services offer Independent Mortgage advice across the country.

Independent advice means that we have no restrictions when researching the market to obtain the most cost effective Mortgage. We are working for you and the advice we provide has been based on your circumstances and requirements ensuring you have the very best advice and access to market leading rates.

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.

We will ensure your Mortgage process is relaxing and stress free and we will ‘hold your hand’ throughout the whole process whether you’re a First Time Buyer, Home Mover, looking to Remortgage, a First Time Landlord or even a Professional Landlord.

Our background…

The Company was launched in May 2013 with a direct vision to offer a service that varies and differs from the ‘standard Mortgage Broker’.

We wanted to be able to fully assist all our clients with all areas of financial services, irrespective of the product we can or cannot directly offer.

With this in mind, we have established very successful business relationships with local Independent Financial Advisors, Solicitors and Estate Agents enabling coverage for the majority of property and financial services related products.

Our promise to you…

The service you will receive is a fully advised service tailored directly around your Mortgage and Financial Protection needs.

In a nut shell, we will establish your Mortgage and Protection needs in your Mortgage Consultation which will be followed by a Mortgage product recommendation presented to you, taking into account all current market conditions and your current financial circumstances.

We will provide full guidance and support which will be regularly communicated to you from your very own case manager. Your dedicated Case Manager will support you through your Mortgage Application from the start until the very end (completion), ensuring you have the full assistance of a professional at your fingertips.

Our knowledge…

We have built key relationships with Banks and Mortgage Lenders putting us firmly in the driving seat to ensure you have the most cost effective Mortgage and service available to suit your circumstances.

With a great depth of industry knowledge and awareness, we will ensure you have the confidence and assurance you have received the very best Mortgage advice, supported with full financial protection for your family, home or business.

We look forward to building a long, successful and secure financial relationship with you.

Daniel White - Managing Director