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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.

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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© 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.

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