Financial planners keep it in the family with new mortgage advisor

By Barrie Hudson - 22 April 2021

Business

Financial planning firm Dandelion Financial is keeping it in the family by welcoming the director’s son into the business.

  • Mortgage specialist Ben Watch

    Mortgage specialist Ben Watch

Mortgage specialist Ben Watch has joined the Highworth-based company, which is run by his mother, Sarah Watch, and business partner Andy Carter.

Ben joins the team after spending more than four years at London & Country Mortgages in Bath, where he specialised in providing mortgage advice to a range of clients including first time buyers, property investors with buy-to-lets and high-net-worth individuals.

At Dandelion Financial, he will continue to offer mortgage advice, as well as advise clients on life and critical illness cover, and income protection. 

He will also provide paraplanning assistance to clients, reviewing risk profiles and undertaking fund reviews.

Ben is the third generation of his family to work in financial planning. Sarah’s father worked for the Prudential and two of her brothers are financial advisors.

“I am excited to be joining Dandelion Financial and to be working alongside Sarah,” said Ben. “I believe I will add value to the services we offer and I am also working towards my financial planning qualifications, to become a financial advisor.”

Sarah said: “Andy and I are delighted to welcome Ben into the business. He will make a great addition to the team and it’s really pleasing to see him carry on the family tradition of having a career in financial planning.”

Sarah and Andy have been providing independent financial advice in Highworth for more than 15 years, seven of them  - seven of them at Dandelion’s High Street offices.

Further information is available at www.dandelionfinancial.co.uk and on 01793 765153, and Ben can be contacted at benjamin@dandelionfinancial.co.uk

 

Your Comments

Be the first to comment on this article

Login or Register to post a comment on this article

Registered in England & Wales. No: 4513027, Positive Media Group, Old Bank House, 5 Devizes Road, Old Town, Swindon, SN1 4BJ