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

© 2019 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.

Willow Tree Financial Services offer a friendly service coupled with professional financial advice on:

Mortgages & Equity Release

Investments, Wealth Management & Pension Planning

At Retirement

Protection

Insurance

Wills & Trusts

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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Protecting what matters most,

for you and your family.

Need trusted, local help?

Insurance helps you protect yourself against risks like a house fire, accident or burglary. You can also get insurance that pays you money if you get too ill to work or become unemployed.

 protecting YOUR valuable Assets... 

  ...can help shield you from financial losSes. 

General insurance, including homeowners, LANDLORDS & LIFESTYLE COVER policies,

provide payments depending on the loss from a particular financial event. 

HOME INSURANCE

Protect your home & contents against unexpected losses with home insurance.

LEARN MORE

LANDLORDS COVER

Landlords need more than standard buildings and / or contents insurance. Landlords cover provides essential additional insurance features.

LEARN MORE

LIFESTYLE COVER

Short term protection against accident, sickness and unemployment.

LEARN MORE

PROTECTION INSURANCE IS GENERALLY CHEAPER THAN MOST PEOPLE THINK...*

 

Did you know?

Almost every adult in the UK has some kind of insurance – from car insurance to cover for pets getting ill.*

Some insurance is compulsory – you can’t drive a car without at least basic car insurance, and you can’t get a mortgage on your house without buildings insurance.

After compulsory insurances, the most important thing is to protect yourself and your family. That's where Willow Tree Financial Services can help you.

 

The types of insurance that you need will depend on what you need to protect. Here at Willow Tree Financial Services we can help you check what your existing insurance policies cover, and advise you if there are additional protection products that may be beneficial to you and your family. It is not always as simple as looking for the provider with the cheapest premium, the level of cover is paramount. 

 

We want to help you get the right level of cover for your needs and within your budget. After assessing your needs, we will advise and make recommendations for you.

A little knowledge can make a big difference when it comes to buying the right insurance. Life insurance policies, for example, can provide you with cover from just a few pounds a month. It’s well worth weighing up the cost against the potential benefits, including peace of mind and financial security for you and your family.

It's not nice to think about what would happen if you found yourself unable to work because of illness or injury. Getting your finances into good shape and boosting your financial readiness is a great way of dispelling some of these worries.

It’s tempting to think that you’ll never need insurance, but unfortunately no one is immune to things going wrong.

  • According to Mind one in four people in the UK will suffer from a mental health problem this year.

  • The Association of British Insurers (ABI) has revealed that close to 1m workers in the UK unexpectedly find themselves unable to work because of injury or illness.

  • Studies by Cancer Research UK have shown that one in two people born after 1960 will be diagnosed with a form of cancer during their lifetime.

 

These figures can give you an idea of how important it is to make sure you and your family have a financial safety net in place should something happen to you.

There are other providers of Payment Protection Insurance [Short-Term Income Protection] and other products designed to protect you against loss of income. For impartial information about insurance, please visit the Money Advice Service.

It is not always as simple as looking for the provider with the cheapest premium – level of cover is paramount.

We aim to ensure you have the right quality of cover for your needs within your budget.

* Source: Money Advice Service

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