Willow Tree Financial Services - Local Financial Adviser, Financial Advisor, Financial Consultant, Financial Planner, Wealth Management Specialist, Mortgage Broker, Mortgage Advisor, Mortgage Adviser, Mortgage Consultant in Polegate, Eastbourne, East Sussex

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Rachael Panteney

Sep 2, 2019
1 min

WHAT IS GOAL BASED INVESTING?

A relatively new approach to wealth management is goal-based investing

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Willow Tree Financial Services.

A6 Chaucer Business Park,

Dittons Road, Polegate.

East Sussex, UK.

BN26 6QH

01323 436680

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.

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