• Rachael Panteney

Retirement: When you stop living at work and start working at living

Your retirement should be free from financial worries, allowing you to enjoy those plans you made throughout your working life.

With all of the options out there it can be overwhelming to know where to start with looking at your pensions.

We can provide assistance in the following areas;

• Looking at your current circumstances and discussing with you what you want your financial future to look like.

• Help you plan for retirement – having enough to live on is key and you cannot rely on the state for any more than basic existence.

• Tax planning – Utilising the various tax breaks to maximise your investment or increase your income.

Using an adviser brings peace of mind.

Get in touch for an initial, free, no obligation appointment.

Contact us or call Rachael on

01323 436680 and book a FREE initial consultation today.

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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.

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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