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HELPFUL GUIDES & DOCUMENTS

Borrowing to Buy your New Home Factsheet

Remortgaging Your Property Factsheet

Borrowing to Invest in Rental Property Factsheet

What I Own PDF

Budget Planner PDF

Fact Find PDF

Guide to Investing

Guide to Retirement

Quilter Budget Statement Summary 2021

Guide to our Services

Guide to our Mortgage & Protection Services

Guide to our Protection Services

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.

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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.

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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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Privacy Policy

© 2020 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.

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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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.

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