• Rachael Panteney

Do you have a Will?


Did you know that a basic Will only offers minimal protection for your assets?


Willow Tree Financial Services can help you understand the options available to you to put in place protection for your home & loved ones.


People think that Trusts are just for the rich, but in fact a Trust is a tool to gives you control over your estate and allows you to decide who should benefit from it.


Book a FREE initial consultation with Willow Tree Financial Services today and learn about the potential benefits of Trusts & Estate Planning and how to protect your home & savings for your loved ones when you are gone.



Call Rachael on 01323 436680 to book a FREE consultation today or visit our website willowtree-fs.co.uk


Power of Attorneys & Will writing are separate from our relationship with Quilter who are not responsible for any advice given


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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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