Dandelion Financial, the Highworth-based financial advice firm, is celebrating its ten-year milestone, reflecting on a decade of dedicated service and commitment to its clients.
Established in 2014 by independent financial advisors Andy Carter and Sarah Watch, Dandelion Financial has been sowing the seeds of financial advice from its High Street offices.
With over 60 years of combined experience, Andy and Sarah have successfully built a business that stands out for its objective, professional, and efficient services, all delivered with a distinctive personal touch. The firm takes pride in fostering trusting relationships with clients, allowing for the provision of tailored financial advice that meets individual needs.
Reflecting on the journey, Sarah commented, “We are proud of our achievements in the last ten years. We consider that the key is in creating a trusting relationship with our clients so that we can provide financial advice that is altogether individual.”
Dandelion Financial is not just a business; it’s a cornerstone of community support. Over the years, the firm has actively contributed to local organisations, including sponsorship of the U17 and U18 football teams at Coleshill United, supporting the Great Western Ambulance Charity, and maintaining a steadfast partnership with Christians Against Poverty (CAP) in Highworth. CAP is a national debt counseling charity that offers free debt and counseling advice.
Talking about their link with CAP, Andy said, “We feel that our continued support with CAP aligns with our financial ethos – that financial advice is for everybody. We love being based in the centre of Highworth and are looking forward to our next decade and beyond.”
In addition to celebrating a decade in business, Andy and Sarah are also commemorating their second wedding anniversary in 2024. The couple tied the knot in 2022 after a lengthy engagement.
For those seeking trusted financial advice, Dandelion Financial is ready to assist. Contact them at 01793 765153 or visit www.dandelionfinancial.co.uk for more information.
