• Rachael Panteney

Financial Friday

At Willow Tree Financial Services, we understand that you are unique, and so are your finances. Whatever stage of your financial life you are at, we are here to help you.



➡️ Retirement Planning - At retirement, or making plans for your retirement

➡️ Mortgages - Whether you are a first time buyer, moving home, re-mortgaging your existing home or looking at buy to let investments

➡️ Protection - Helping protect you and your family’s standard of living against the unexpected

➡️ Trusts & Estate Planning - Helping you safeguard your estate and provide for your loved ones

➡️ Wills & Probate - Supporting your loved ones after you are gone*


Choice is good, as long as you make the right one!



There are many ways Willow Tree Financial Services can assist you in making the right choices for your financial future.


Why not visit our website willowtree-fs.co.uk or call Rachael on 01323 436680 and book a FREE initial consultation today.



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

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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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.

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