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.

Privacy Policy

© 2019 by Willow Tree Financial Services. Proudly created by AMME.

Image Disclaimer: All images shown are for illustration purposes only and are not pictures of actual clients.

Willow Tree Financial Services offer a friendly service coupled with professional financial advice on:

Mortgages & Equity Release

Investments, Wealth Management & Pension Planning

At Retirement

Protection

Insurance

Wills & Trusts

Clicking the links below will depart you from the regulatory site of Willow Tree Financial Services. Neither Willow Tree Financial Services nor Quilter is responsible for the accuracy of the information contained within the linked site.

  • Facebook - White Circle
  • Instagram - White Circle

Plan for the worst, hope for the best.

Life can deal some unexpected knocks...

Need trusted, local help?

 Imagine if you were made redundant tomorrow.

Or worse, you were suddenly diagnosed with a critical illness.

These difficult situations can be made easier with a protection policy in place.

 unexpected life event? We can help. 

 

What would happen if you find that you don’t have enough income or savings to cover an Event SUCH AS Short term or long term illness, serious illness, redundancy, an accident or death.

COULD YOU benefit from having a protection policy?

Life insurance

This category includes term assurance, whole of life & family income benefit.

LEARN MORE

Critical Illness Cover

Critical illness cover will pay out a lump sum if you are diagnosed with certain illnesses...

LEARN MORE

Income Protection

Income protection insurance is a policy that protects you against loss of income due to unemployment, illness or accident.

LEARN MORE

Private Medical
Insurance

Also known as Health Insurance, this is designed to cover the cost of private medical treatment, typically for acute conditions...

LEARN MORE

FAMILY INCOME BENEFIT

Family income benefit is designed to pay a regular income if you die.

LEARN MORE

BUSINESS PROTECTION

Business Protection helps safeguard a company's financial future against the unexpected loss of a business owner or key person. 

LEARN MORE

PROTECTION INSURANCE IS GENERALLY CHEAPER THAN MOST PEOPLE THINK...*

 

And in the majority of cases, some cover is better than none at all.

You are probably familiar with protecting your car, property & home contents with insurance, but what about protecting your greatest asset - YOU?

Life insurance policies, for example, can provide you with cover from just a few pounds a month. It’s well worth weighing up the cost against the potential benefits, including peace of mind and financial security for you and your family.

It's not nice to think about what would happen if you found yourself unable to work because of illness or injury. Getting your finances into good shape and boosting your financial readiness is a great way of dispelling some of these worries. There are various State benefits that may help, but most are limited, don’t start immediately and usually only last for a fixed period of time.

 

You may have plans in place already, but are they sufficient and how long will they last? Unless you would have enough cash and investments on hand to clear any debt and provide for yourself and your family, whatever happens, then a protection plan or insurance policy should be considered.

It’s tempting to think that you’ll never need insurance, but unfortunately no one is immune to things going wrong.

  • According to Mind one in four people in the UK will suffer from a mental health problem this year.

  • The Association of British Insurers (ABI) has revealed that close to 1m workers in the UK unexpectedly find themselves unable to work because of injury or illness.

  • Studies by Cancer Research UK have shown that one in two people born after 1960 will be diagnosed with a form of cancer during their lifetime.

 

These figures can give you an idea of how important it is to make sure you and your family have a financial safety net in place should something happen to you.

At Willow Tree Financial Services we can help you check what you already have in place, and should you need to build on your existing plans, help you decide which protection products may be beneficial to you and your family.

It is not always as simple as looking for the provider with the cheapest premium, the level of cover is paramount. We want to help you get the right level of cover for your needs and within your budget. After assessing your needs, we will advise and make recommendations for you. We aim to ensure you have the right quality of cover for your needs within your budget.

 

The first aim of protection is to help you keep your home. The second aim is to maintain your, and your family's standard of living should something terrible happen.

There are other providers of Payment Protection Insurance [Short-Term Income Protection] and other products designed to protect you against loss of income. For impartial information about insurance, please visit the Money Advice Service.

* Source: Money Advice Service

Download THE Guide TO OUR SERVICES

Latest Protection News

Send us an enquiry