Willow Tree Financial Services
Financial advice you can trust
For reliable financial advice that is accessible to everyone; from mortgages to pensions, and everything in between.
We pride ourselves on our friendly and professional service and use our extensive market knowledge and experience to deliver a client-first approach, as standard.
Willow Tree Financial Services
was founded in 2015 by
CeMap CeFa DipFa
Having worked in the banking and financial sector since 1998, Rachael was already a qualified mortgage advisor and financial advisor. However, when she decided to set up her own financial services company, Rachael was determined to do things differently and start her own quiet revolution in an industry that had otherwise become marred in controversy.
When it comes to seeking financial advice, you can quickly find yourself bombarded with choice and potentially baffled by jargon. Which is precisely how most banks, building societies, comparison websites and lenders and advisors want you to feel. If you’re confused about your options, you’ll be more obliged to ‘play it safe’ or go with what at first appears to be the quickest and cheapest option.
Rather than dazzling you with numbers and lingo, we choose to take the time to discuss your personal situation and hopes for the future in more depth, ensuring we have all the necessary detail before thoroughly exploring the market and finding the very best option for you and your money.
In addition to our personalised approach to the job, we are completely transparent about our fees from the outset. Which means not only can you be confident that all recommendations are being made solely on the basis of your individual circumstances, but you can also rest assured that there will be no hidden or last-minute charges.
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Find out more about RACHAEL PANTENEY
We like to do things differently here
at Willow Tree Financial Services.
Meet the Team - Haylee Jackson
Haylee has been with Willow Tree for five years now. She started with C&G in 2000 before moving to an independent mortgage brokerage in 2005, which is where we met. That company closed in 2014 while Haylee was on maternity leave with her daughter, so when I started Willow Tree I asked her to join me.
She is absolutely invaluable, brilliant with our clients, incredibly tenacious when chasing lenders & providers and has an exceptional memory. I couldn’t do without her!
Her interests are her children - a son and a daughter. They keep her very busy and during the time she gets to herself she loves watching gripping boxsets on Netflix!
Haylee is also interested in Interior Design and loves to make her house look like a show home, although this can prove to be difficult with the children around!
Meet the Team - Willow
Willow is a 7 year old Weimaraner and the name inspiration for the business. She manages to be incredibly intelligent and impossibly stupid at the same time, and her favourite place is on a lap for cuddles - which at 30kg makes for quite a lump.
She is a regular fixture in the office and loves the attention from visitors and clients alike.