• Rachael Panteney

When it comes to investing money,

... you need to take care that the type of account or fund is appropriate for you.

At Willow Tree Financial Services we will look at your circumstances, and together we will complete an “attitude to risk” assessment, as well as assess your capacity for loss.


The FSCS is a Government-backed scheme that exists to protect customers of financial services firms that have failed. It’s authorised by the Financial Conduct Authority (FCA) and the Prudential Regulation Authority. The scheme covers bank accounts, investments, pensions, insurance policies, insurance broking, and home finance


The amount of savings protected by the FSCS should a financial firm collapse increased in April 2019, from a previous limit of £50,000 to £85,000. Joint accounts will be protected up to a maximum of £170,000. For investment and pension providers, you are protected for up to £85,000 if the firm fails.


Some investment firms claim that an investment is FSCS protected; however the FSCS is unlikely to compensate you purely because an investment has not performed as expected.


The best way to protect yourself is to take advice from a Financial Adviser.


Contact us on 01323 436680 or email Rachael@willowtree-fs.co.uk to book your free, no obligation initial consultation.




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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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