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We have the most amazing clients...

It is our pleasure and privilege to be able to help you plan ahead and look to the future.


It is said that the best advertising you can have is a loyal customer spreading the word about how incredible your business is, and we would agree.


We are honoured to share this selection of some of our reviews and testimonials taken from Facebook and Google

Olly Pallatina-Gardiner

Willow Tree made remortgaging so quick and easy. They found us the best deal, gave solid and easy to understand advice and in all were a pleasure to deal with. Thank you

We will definitely be using Willow Tree for our further Financial Services.

Colleen Stewart

I can’t recommend Rachael and the willow tree team enough. She has arranged my mortgage, and pension for me and my husband who are both self employed.

Not only did she find us a brilliant rate, she took into account our family lifestyle and tailored her advice to this.


Willow Tree helped us sort our initial mortgage with a great rate and have just helped us with our renewal.


Fantastic customer service with prompt replies and no hassle to get everything sorted.


Thank you.


I have been a client of Rachael’s for several years now, she has a very professional yet friendly way about her.


I find financial matters quite confusing but Rachael explains things and I have great trust and confidence in her advise.


Had a full financial check up today and updated my will and insurance.

Can't recommend this service highly enough.

I now feel completely covered for all eventualities. Priceless peace of mind.

SUsan turner

Rachael has helped my husband and myself sort out our pensions, enabling us both to retire a little earlier than anticipated.


She is the best and I recommend her to everyone.


We had our wills done with her as she kindly offered free wills for keyworkers.


We are very grateful.


Highly recommend this excellent service. When we asked Rachael to help us with a new mortgage, she was incredibly efficient and communicative throughout the whole process.


We felt we could ask anything and she was able to support us with her expertise and knowledge. She has two very loyal clients now!


Great service throughout our remortgage from Rachael and Haylee.

Thanks for all your help.


Rachael talked us through everything so that we were able to make the best decisions for our future finances.


Thorough, patient and very professional.

Kayleigh Curle

We’ve used Rachael a few times now for our mortgages.


Can’t recommend her highly enough, she’s super patient and friendly and held our hands throughout a stressful first time buy.


I wouldn’t hesitate to use Willow Tree again.

Marko Potiuk

Financial advice has been great.


It has been clear, wide ranging and easy to understand.

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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© 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.

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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