Rachael-11_edited.jpg

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

Rachael Panteney

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.

What can we help you with today?

 

Browse our comprehensive list of services:

MORTGAGES & EQUITY RELEASE

INVESTMENTS & PENSION PLANNING

AT RETIREMENT

PROTECTION

INSURANCE

WILLS, TRUSTS & ESTATE PLANNING

Find out more about RACHAEL PANTENEY 

CONTACT US

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 - Niles Lambourne

 

Niles is our apprentice at Willow Tree and would describe himself as approachable, ambitious and determined (and I agree!).

 

He came to us straight from finishing his Business BTEC at Lewes College and enjoys working at Willow Tree due to the positive impact we make for our clients.

Outside of work his family, friends and girlfriend are very important to him. Niles is also a big football fan and tries to fit in as many games in as possible at the weekend. He represented his school football team as well as Eastbourne Town from the ages of 11-16.

Niles enjoys cooking and eating healthy, giving him the right fuel for the working week. He has a real positive energy and has a really fun side to him.

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.

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.

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.

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.

  • Facebook - White Circle
  • Instagram - White Circle