Willow Tree Financial Services
Working to give my clients peace of mind and confidence in their financial future
- Mortgages (Residential/ Buy to Let/Commercial)
- Pension Planning / Pension Reviews
- At Retirement Advice
- Family Protection (Life Insurance/Critical Illness/ Income protection)
- General Insurance (Building and Contents/ Accident and Sickness)
- Wills, Power of Attorney and Trusts
Mandatory Regulatory Statements
The value of pension and investments 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.
Willow Tree Financial Services is a trading style of Rachael Panteney who is an appointed representative of Quilter Financial Planning Limited and Quilter Mortgage Planning Limited, who are authorised and regulated by the Financial Conduct Authority.
The following services are not regulated by the Financial Conduct Authority: Auto Enrolment, Will writing, Probate, Commercial and Buy to Let Mortgages, Taxation advice, Trusts and Inheritance (Estate) Tax advice.
Please note our probate and will writing service is separate from Quilter who are not responsible for any advice given.
Member’s offer –
15% off the Advisor fees for the following services;
- Mortgage Advice and Arrangement
- Existing Pension review
- Full Financial Review
No reduction of fees for Wills, Power of Attorney and Trusts
Cannot be used in conjunction with other offers such as family & friends referral.