Working to give my clients peace of mind and confidence in their financial future
– whatever life brings.
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.