Confused about your finances?

Need trusted, local help?

Let us safely guide you.

 You are unique, and so are your finances. 

 

At Willow Tree Financial Services we can help you make the right choices to provide for a more secure financial future for you, your family and for businesses of all sizes.

Residential Mortgages

Commercial Mortgages

Equity Release

Bridging Finance

& more ...

Your Financial Needs & Requirements

Understanding Risk

Establishing Your Investment Objective

Tailored investment Solutions 

& more ...

Getting Ready For Retirement

Planning Your Retirement Income

Your Retirement Choices 
In The Event Of Your Death

& more ...

Income Protection

Life Insurance

Critical Illness Protection
Business Insurance

& more...

General Insurance

Landlords Cover
Lifestyle Cover

Commercial Insurance 

& more ...

Family Protections Wills

Estate Planning & Lifetime Trusts

Health & Welfare LPA's

Probate & Bereavement Services

& more ...

 

Willow Tree Financial Services offer a friendly service coupled with professional financial advice on investments, pensions, mortgages, wealth management, and protection, at all stages of your financial life.

We strive to help clients organise their financial affairs to achieve their goals, distributing their income and savings in the most efficient way so that their financial goals are met, while allowing them to get on with living.

In order to do this, understanding your current situation and future objectives is a vital part of the process and sets the framework of our advice to you. Our approach takes account of business, personal and family circumstances, whilst listening to your views.

 

Where applicable, we help determine your attitude and tolerance to investment risk. We then make recommendations which we believe are the most suitable for your circumstances and ensure your plans are successfully implemented.

 

Our transparent charging structure means you can be confident that all investment recommendations are made solely on the basis of your individual circumstances

We believe in the personal touch and are dedicated to providing excellent service in order to build lasting relationships and trust with each of our clients and their families.

Equity Release will reduce the value of your estate and can affect your eligibility for means tested benefits.

The Financial Conduct Authority do not regulate commercial mortgages, bridging finance, will writing, estate planning trusts and probate services. 

Commercial mortgages and bridging finance are available by referral to a master broker only.

Will writing and probate services are not part of the Quilter offering and are offered in our own right.

What our clients say about

Willow Tree Financial Services

 

"Rachael explained everything in a clear and concise manner. I’ve already recommended her to friends"

— N.C. May 2016

Latest News

Contact Info

Phone

Email

Address

01323 436680

A6 Chaucer Business Park, Dittons Road,

Polegate, East Sussex. UK. BN26 6QH

Willow Tree Financial Services - Local Financial Adviser, Financial Advisor, Financial Consultant, Financial Planner, Wealth Management Specialist, Mortgage Broker, Mortgage Advisor, Mortgage Adviser, Mortgage Consultant in Polegate, Eastbourne, East Sussex

Send us an enquiry

IF YOU ARE UNHAPPY WITH OUR SERVICE

If you have a complaint about your adviser, or any financial advice you have received from your adviser, please contact us:

 

Quilter Financial Planning Complaints Department

Riverside House

The Waterfront

Newcastle upon Tyne

NE15 8NY

 

Email: QFPcomplaints@quilter.com 

Tel: 0191 241 0700

 

You can find more information by visiting the Quilter Financial Planning website:

http://www.quilterfinancialplanning.co.uk/contacts/  

 

If you cannot settle your complaint with us, you may be entitled to refer it to the Financial Ombudsman Service

(www.financial-ombudsman.org.uk) 

 

Willow Tree Financial Services.

A6 Chaucer Business Park,

Dittons Road, Polegate.

East Sussex, UK.

BN26 6QH

01323 436680

rachael@willowtree-fs.co.uk

The value of pensions and investments and the income they produce can fall as well as rise. You may get back less than you invested. Your home may be repossessed if you do not keep up repayments on your mortgage. 
 

The Financial Conduct Authority does not regulate Will Writing & Estate Planning.

Willow Tree Financial Services is a trading style of Rachael Panteney, an appointed representative of Quilter Financial Services Limited and Quilter Mortgage Planning Limited, which are authorised and regulated by the Financial Conduct Authority.

The information and content within this website is subject to the UK regulatory regime, and is therefore targeted at consumers based in the UK.

Privacy Policy

© 2020 by Willow Tree Financial Services. Proudly created by AMME.

Image Disclaimer: All images shown are for illustration purposes only and are not pictures of actual clients.

Willow Tree Financial Services offer a friendly service coupled with professional financial advice on:

Mortgages & Equity Release

Investments, Wealth Management & Pension Planning

At Retirement

Protection

Insurance

Wills & Trusts

Clicking the links below will depart you from the regulatory site of Willow Tree Financial Services. Neither Willow Tree Financial Services nor Quilter is responsible for the accuracy of the information contained within the linked site.

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