Reviews and Ratings for Financial adviser Mark Davis, Taunton
Reviews and Ratings for Financial adviser Mark Davis, Taunton

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Tel: 0330 113 7646

How to Contact us.

You can reach us at any of the following:

Telephone:                       0330 113 7646


Our postal address is:     XL Financial Services Limited

                                        Field Barn

                                        Higher Road



                                        TA7 8QQ

Who are we?

XL Financial Services Limited is directly authorised by the Financial Conduct Authority, and can help you with all of your mortgage and protection needs.

XL Financial Services is in fact Mark Davis.

About Mark

I am a mortgage and protection specialist with over 26 years of Financial Services industry experience. Having started in high street banks in the late 1980’s, I have worked primarily in lending teams and have progressed through to underwriting mortgages for a top 5 UK bank.

More recently, I have worked in the independent sector since the early 2000's, initially as a mortgage adviser for an independent estate agent and since 2005 as an Independent Mortgage and Protection Adviser.

I am qualified to give advice on all types of mortgage including Equity Release Schemes.  I also specialise in looking after my clients protection needs, including life, critical illness and income protection, including any additional advice in the arranging these plans in trust (if appropriate).

Many of my clients have been long standing clients and I am now happy to be looking after their children’s needs as they buy their own homes and start their own families.

Most important in looking after my clients is honesty and integrity in all our dealings, something I ensure is there from the start of any new relationship.

Whether looking for your first home, buying an investment property or looking for an Equity Release mortgage, I am happy to help with any mortgage enquiry. We liaise with all other parties involved in the house buying or remortgaging process, meaning that you have less stress and more support throughout the whole application.

Dependant on your location I can provide face to face appointments, however I deal with a large number of our customers on the telephone or by email, as many people prefer this.

Although I am based in the South West of England I am happy to talk to anyone looking for help in England, Scotland, Wales and Northern Ireland.