Client news: a new financial services recruit adding to a family dynasty created an interesting angle for this press release
Financial planning firm Dandelion Financial is keeping it in the family by welcoming the director’s son into the business.
Mortgage specialist Ben Watch has joined the Highworth-based company, 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, Ben 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 the financial advisors’ clients, reviewing risk profiles and undertaking fund reviews.
Ben is the third generation of his family to work in financial planning. Sarah’s father work 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 added: “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 these at Dandelion’s High Street offices.
For further information visit www.dandelionfinancial.co.uk or 01793 765153. To contact Ben, email email@example.com.