What’s in a name? For us at Willow Tree Financial Services, our name represents much more than just our business—it embodies our values, our ethos, and our commitment to you. Just like our services, it was carefully chosen to reflect what we stand for and how we help.
I’m Rachael, founder of Willow Tree Financial Services, and I want to share the story behind our name (which goes beyond the name of my dog)—and how it shapes the way we support our clients…
Why a Willow Tree?
Willow trees are resilient, adaptable, and steadfast. They thrive in challenging conditions, bending without breaking, and putting down deep, strong roots to support their growth. For us, this mirrors the journey of financial planning.
Managing your money is about more than numbers—it’s about building strength, adaptability, and a foundation that can weather life’s ups and downs. Our name serves as a reminder of these principles and how we aim to help you not just survive, but thrive financially.
Strong Roots for Stability
The roots of your financial plan are your income. Without this foundation, the branches and leaves—your future goals—cannot flourish. That’s why protecting your income is the first priority. We’ll help you safeguard this stability with plans tailored to your needs.
The Trunk: Core Protection
The trunk of a tree protects and nourishes its branches. In financial terms, this means ensuring you have essential protections in place, including:
• Life and critical illness insurance
• A solid emergency fund
• Wills and Powers of Attorney
• A clear understanding of your assets and liabilities
These elements create the structure needed for your finances to grow and remain resilient.
Your Branches: The Future You’re Growing
Every tree grows uniquely, just like your financial goals. Your branches could include saving for a home, retirement, your children’s future, or paying off debt. Whatever they may be, we work with you to ensure your goals are supported by a strong foundation and a clear plan.
Our Proven Process
At Willow Tree Financial Services, we focus on YOU—not just your financial products. Here’s how we work:
1. Getting to Know You: We start by understanding your aspirations and concerns. This initial meeting is complimentary—our priority is making you feel comfortable and confident.
2. Gathering Information: We’ll look at your assets, income, and expenses. Don’t worry if your paperwork isn’t organised—we’ll help you sort through it without judgment.
3. Planning: We’ll create a tailored financial plan that reflects your goals, risk tolerance, and circumstances. Together, we’ll decide on the next steps to move you forward.
4. Implementation: Leave the admin to us. We’ll handle the details to put your plan into action.
5. Nurturing Your Plan: Life changes, and so should your financial plan. We offer ongoing reviews to ensure your goals remain on track and that you’re making the most of new opportunities.
Why Choose The Willow Tree Way?
Like a willow tree, financial growth takes time. You may not see it day to day, but with consistent care and attention, your financial resilience and wealth will grow into something substantial.
At Willow Tree Financial Services, we’re here to help you put down roots, strengthen your core, and grow toward your aspirations. Whether it’s mortgages, investments, retirement, or estate planning, we’re with you every step of the way.
If you’re ready to start your journey, let’s chat. Get in touch with me here or book directly onto my calendar here.
Willow Tree Financial Services is a Financial Adviser firm based in Polegate, East Sussex, UK. We specialise in Financial Planning, Mortgages, Investments & Pension Planning, Protection & Insurance Wills, Trusts & Estate Planning.
Stay in touch with us on social media:
facebook.com/willowtreefinancialservices
linkedin.com/in/rachael-panteney
instagram.com/willowtreefinancialservices.uk
Plus, visit our YouTube channel where you can lots of helpful financial information videos:
http://www.youtube.com/@willowtreefinancialservices
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The value of investments and the income they produce can fall as well as rise. You may get back less than you invested.
The value of pensions 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.
Will writing is not part of the Quilter Financial Planning offering and is offered in our own right. Quilter Financial Planning accept no responsibility for this aspect of our business.
