ABOUT US

About Rachael Panteney

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

MEET THE CEO

Rachael Panteney Financial Advisor CeMAP CeFA DipFA

Hello, my name is Rachael Panteney and I am the founder of Willow Tree Financial Services.

Financial advisor offering expert financial planning support. To find out exactly which services we offer here at Willow Tree Financial Services, please visit the services menu. Equally, if you can’t see what you are looking for, please do not hesitate to get in touch.

I founded Willow Tree Financial Services in 2015, 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.

When I established Willow Tree Financial Services I did so with something to prove. I was driven by the common misconception that only the wealthy need financial advice. It is something I have heard time and time again throughout my career and, sadly, something that much of the industry is more than happy to go along with. After all, the more money the customer has, the more money they make!

Something about this didn’t sit right with me – well, nothing about it, sat right with me. And that is when I decided to go it alone and take the first steps in developing a financial services business that truly puts the customer first.

SIMPLIFYING FINANCE

The financial world is complex, and financial advice isn’t just about picking the lender with the cheapest rate, or the investment that showed the highest return last quarter.

Financial Education is so lacking in this country that many people feel they have no choice but to turn to their bank for advice and financial solutions. The truth is any given bank will only offer limited and self-serving options.

Then there’s the temptation to take advice from well-meaning friends and family. The trouble here being that everyone’s circumstances are different and, whilst they might have found the best deal for them, it doesn’t mean it is the best deal for you.

Rachael speaking with an older male customer

MEET THE CEO

Willow Tree Financial Services is more than a job to me.

I’m on a personal mission to guide my clients to a place of financial security, and to help them achieve their dreams by using my considerable 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.

When you choose Willow Tree Financial Services, you’re opting for a financial services provider with a human behind it – and that’s more of a scarcity than it should be. This means there’s no automated telephone answering system, no irrelevant sales pitches and absolutely zero jargon for you to spend your weekends trying to bust.

Myself and my small but growing team are at the end of the phone and email and always happy to help.

OUT OF OFFICE

Outside of work, life is rarely quiet.

When I’m not at my desk, I’m caring for my lively young son and an energetic dog - Willow the Weimaraner - whose name was the inspiration for the company. My husband and I also find ourselves outdoors a lot of the time, making the most of Eastbourne’s beautiful beaches and the gorgeous surrounding countryside.

I’m passionate about supporting women and doing our bit to enrich the local area, so I am very proud to say that Willow Tree Financial Services has previously sponsored the Ladies Eastbourne Town Football Club.

COMMUNITY & CHARITY

Our 2023 charity of the year is the Children With Cancer Fund, which is located right here in Polegate.

We will donate £25 to them for every Critical Illness policy we arrange. We will also plant a tree for every investment and pension case.

We'll be doing this through One Tree Planted. They restore forests, create habitat for biodiversity and make a positive social impact around the world.

How can we help?

So that’s me.
How about you?

Whether you are a local resident looking to take advantage of my knowledge of the local area and use an adviser nearby, or you’re further afield but like the sound of our personalised service and ‘no business too small’ attitude, I would love to hear from you.

Start Chatting