Office address: 9 George House, Beam Heath Way, Nantwich, Cheshire CW5 6GD
Website: www.watts-ifa.com
Year established: 1999
Company type: financial services
Employees: 20+
Expertise: first time buyer mortgages, buy to let mortgages, moving home mortgages, remortgages, bridging loans, self-employed mortgages, insurance
Parent company: N/A
Key people: Andrew Watts (managing director), Alistair Macarthur (director), Barry Jones (director), Charlotte Beeston (manager), Shannan Cliffe (senior adviser), Meghan Buxton (senior manager), Rachel Hopkins (administrator)
Financing status: N/A
Watts Mortgage & Wealth Management is a comprehensive financial advisory firm. The company employs over 20 staff members and searches over 100 lenders to find optimal mortgage solutions for clients. Headquartered in Nantwich, their services cater to a diverse clientele, including first-time buyers, home movers, and those seeking equity release.
Watts Mortgage & Wealth Management was founded in 1999 and has grown at a significant rate over the decades. With a commitment to serving clients facing bereavement or financial hardship, the company offers personalised, compassionate support and tailored financial solutions. By 2018, they were deeply involved in community charity events, such as completing a 10k for St Luke’s Hospice.
The company provided more than £60 million of cover for clients and expanded its workforce to 15 advisers by 2019. The company then secured another industry accolade, solidifying its reputation in 2020. The firm also delivered four times larger potential payouts while saving money for clients in 2023.
Watts Mortgage & Wealth Management offers a diverse range of mortgage-related products and services that aim to accommodate the needs of its clients. Key offerings include:
first-time buyers: guidance and mortgage options for those entering the property market
home movers: assistance with mortgages for clients looking to move homes
remortgages: solutions for clients seeking to refinance their existing mortgages
equity release: options for clients to release equity tied up in their properties
secured lending: providing loans secured against property assets
self-build: mortgage products for clients building their own homes
commercial mortgages: tailored mortgage solutions for business properties
Watts Mortgage & Wealth Management is committed to supporting clients through difficult financial situations and unexpected life events, ensuring they receive the best possible assistance. They offer flexible and adaptable services to meet individual client needs and circumstances. They do so, by:
holding shorter, more frequent meetings
adjusting meeting times or locations
allowing extra time for decisions
letting clients bring a friend or family member
modifying fonts or sizes on documents
providing printed information instead of using the online portal
Community engagement and charitable activities are integral to the company. These efforts allow them to impact positivity, enhance their reputation, and foster stronger community relationships. The company undertakes many of these initiatives, such as:
100K fitness challenge for St Luke’s Cheshire Hospice
Walk for Parkinson’s Scafell Pike
10k for St Luke’s Hospice
Mount Snowdon climb for St Luke’s
collecting 136 chocolate eggs for My CWA
Andrew Watts serves as Watts Mortgage & Wealth Management 's managing director. Watts has also been a director at Watts Commercial Finance since 2006. His professional experience has enabled him to gain extensive expertise in investments, financial services, mortgage lending, insurance, and more.
The key people helping Watts lead the company include:
Alistair Macarthur, as director of mortgages, ensures high-quality mortgage advisory services
Barry Jones, director and head of financial planning, oversees financial planning and strategy
Charlotte Beeston, serving as operations and compliance manager, ensures regulatory compliance and efficient operations
Shannan Cliff, as a senior mortgage adviser, provides expert mortgage advice and client support
Meghan Buxton, a senior client account manager, handles key client accounts with diligence
Rachel Hopkins, as protection administrator, manages client protection services and policies
Watts Mortgage & Wealth Management seeks to expand its services and operations while also remaining faithful to giving back to charity. In 2023, the firm saved clients' money while delivering four times larger potential payouts, a trend they plan to continue for future growth.
They were also recognised as protection champions for the fourth time, a significant accolade among the protection advisory industry in the UK. Moving forward, Watts Mortgage & Wealth Management will leverage these achievements to reinforce their market position and expand their client base. The company's dedication to client satisfaction, innovation, and community engagement will drive their future success.
The UK's best mortgage companies to work for are prioritising their employees by ensuring they are rewarded, equipped and part of a supportive culture
