ABOUT US

Financial advice you can trust

For reliable financial advice that is accessible to everyone; from mortgages to pensions, and everything in between.
Rachael speaking with a client
NICE TO MEET YOU
Willow Tree Financial Services was founded in 2015 by Rachael Panteney CeMAP CeFA DipFA

Having worked in the banking and financial sector since 1998, Rachael was already a qualified mortgage advisor and financial advisor. However, when she decided to set up her own financial services company, Rachael was determined to do things differently and start her own quiet revolution in an industry that had otherwise become marred in controversy.

When it comes to seeking financial advice, you can quickly find yourself bombarded with choice and potentially baffled by jargon. Which is precisely how most banks, building societies, comparison websites and lenders and advisors want you to feel. If you’re confused about your options, you’ll be more obliged to ‘play it safe’ or go with what at first appears to be the quickest and cheapest option.

RELAXED AND APPROACHABLE
We like to do things differently here at Willow Tree Financial Services

Rather than dazzling you with numbers and lingo, we choose to take the time to discuss your personal situation and hopes for the future in more depth, ensuring we have all the necessary detail before thoroughly exploring the market and finding the most suitable option for you and your money.

In addition to our personalised approach to the job, we are completely transparent about our fees from the outset. Which means not only can you be confident that all recommendations are being made solely on the basis of your individual circumstances, but you can also rest assured that there will be no hidden or last-minute charges.

Willow overlooking Rachael working
Children with Cancer Fund
COMMUNITY & CHARITY
Our 2025 charity of the year is the Children With Cancer Fund, which is located right here in Polegate.

We will donate £25 to them for every Critical Illness policy we arrange. We will also plant a tree for every investment and pension case.

We'll be doing this through One Tree Planted. They restore forests, create habitat for biodiversity and make a positive social impact around the world.

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