• Rachael Panteney

Why Choose Willow Tree Financial Services

I've told you why you should use a financial adviser for both mortgages and investments. Now I'm going to tell you why you should use me.




I'm not going to shout loudly about how knowledgeable I am, or how I'm the absolute best adviser you could ever find.

And if it was a case of looking for the information, it's out there for anyone to find - if you are reading this you've obviously got access to the internet!


Instead I'm going to tell you how I can solve your problems.


I listen, I understand, I hold your hand through the process, I never judge, and my sole aim is to take away whatever financial issue is causing you stress.

This might be finding the right mortgage to enable you to secure your dream home, helping you plan for the kind of retirement you want, or even arranging the life insurance so you can sleep at night knowing your loved ones would be protected if the worst should happen.


My way of working may not suit you. If you want someone with a more "transactional" approach there may be another adviser out there who is suited to you. But my clients benefit from the relationship we build.

By knowing you, by understanding your dreams and desires, your values and aspirations, I can devise a financial plan to achieve your goals.


Someone recently said to me you should do the role within your business that is your superpower. Focus on the parts that no-one else in your business can do. The answer came easily to me. Qualifications and regulations aside, it is my relationship with with my clients that is my superpower, and it nourishes me. ❤️



Rachael Panteney

Financial Adviser

Willow Tree Financial Services 01323 436680

rachael@willowtree-fs.co.uk

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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