Rachael PanteneyMar 207 minPensionsA-Z PENSIONS GlossarySome pension terms can be a bit technical – or a bit vague. Don’t worry, we’re here to help... A Annuity - An annuity is a financial...
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-May 30, 20212 minHousehold BudgetWhat is...an overdraft?Many people have heard of an overdraft as it is a product your bank will offer.
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-Mar 26, 20212 minProtectionWhat is...income protection?Income protection insurance is a long-term policy designed to help you if you cannot work due to illness or injury
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-Jan 29, 20212 minMortgagesWhat is...a mortgage?If you are looking to get onto the property ladder for the first time here at Willow Tree Financial Services we would love to help!
-Oct 28, 20204 minIs the C word bringing feelings of dread?No not Covid, the other one. Christmas. It is becoming increasing likely that Christmas will look a little different this year. If, in...
-Oct 23, 20202 minPensionsNOWADAYS RETIREMENT CAN BE A LOT MORE CONFUSING...Retirement used to be rather a formal affair – you’d finish work one afternoon when you reached a set point in your sixties and be off home
-Sep 16, 20202 minFinancial NewsWhy Choose Willow Tree Financial ServicesI've told you why you should use a financial adviser for both mortgages and investments. Now I'm going to tell you why you should use me.
-Sep 12, 202014 minMortgagesA-Z Mortgage GlossaryUnderstanding all the jargon and terminology used to describe the various elements mortgages can be confusing...
-May 31, 20201 minProtectionOn International Children's day, do it for them.You don't take out life insurance for yourself - you take it out for those you would leave behind.
-Mar 29, 20201 minWTFS NewsCelebrating 5 years!Thank you to all our clients for the love and support we've been shown, here's to the next 5 years (at least!)
-Feb 28, 20203 minProtection6 REASONS TO REVIEW YOUR HOME INSURANCEHome insurance provides valuable peace of mind that you are financially protected should anything happen to your property or its contents -
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-Dec 28, 20191 minWTFS NewsChosen Charity 2020Our chosen charity for 2020 is Children With Cancer Fund - Polegate
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-Sep 2, 20191 minPensionsWHAT IS GOAL BASED INVESTING?A relatively new approach to wealth management is goal-based investing
-Aug 5, 20191 minMortgagesWE REVIEW THE MORTGAGE MARKETPLACE ON YOUR BEHALFWe save you time by researching the market and only approaching the lenders that suit your needs. This also avoids unnecessary credit checks