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.

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© 2019 by Willow Tree Financial Services. Proudly created by AMME.

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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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Working to give my clients peace of mind and confidence in their financial future

– whatever life brings.

Rachael Panteney - Financial Advisor

Rachael Panteney

Financial Advisor

CeMap CeFa DipFa

I founded Willow Tree Financial Services in 2014, having worked in the banking and financial sector since 1998. I qualified as a mortgage adviser (CeMAP) in 2005 and as a financial adviser (DipFA) in 2012. With my years of experience it could be easy to think that I’d seen everything, however there no two clients the same and I love the challenges that can bring. 

What drives me is this misconception that only the wealthy need financial advice. The financial world is complex, and it isn’t just about picking the lender with the cheapest rate, or the investment that showed the highest return last quarter.

 

Financial Education is lacking in this country leaving people to turn to their banks, who will only offer limited options, for advice, or to copy what family and friends do. The problem with this is that everyones' circumstances are different and what is good for your parents, brothers & sisters or friends may not be what is best for you.

It is my desire to guide my clients to a place of financial security, and to help them achieve their dreams by using my knowledge of the financial markets and the products available.

 

I am completely dedicated to personal development, to ensure I am up to date on UK regulations and that I can advise on the most tax efficient ways to both save, and later access your money.

Outside of work, life is rarely quiet! With a lively young son, an energetic dog - Willow the Weimaraner - whose name was the inspiration for the company, my husband and I find ourselves outdoors at lot of the time, making the most of Eastbourne’s beautiful beaches and the gorgeous surrounding countryside.

I’m passionate in supporting women and am proud to say that Willow Tree Financial Services sponsors the Ladies Eastbourne Town Football Club.