Willow Tree Financial Services
Professional financial adviceSpecialist in pensions and investmentsFriendly and approachable teamTailored wealth managementComprehensive mortgage services
Contact Details
Phone
+4***********80
ra***********************uk
Website
ht****************************k/
Address
A6 ***************************************************************dom
BN26 6JF
About
Willow Tree Financial Services provides professional and friendly financial advice tailored to individual needs. Specialising in investments, pensions, mortgages, and wealth management, the team ensures clients feel heard and understood. Their approach is pragmatic and grounded, focusing on delivering informed and sensible advice.
Operating hours are Tuesday to Friday, with appointments required. The office is fully accessible, offering a welcoming environment for all clients.
Services
- Investment advice
- Pension advice
- Mortgage advice
- Wealth management
- Protection advice
- Will and estate planning
Opening Hours
| Monday | Closed |
| Tuesday | 9:30 AM-5 PM |
| Wednesday | 9:30 AM-5 PM |
| Thursday | 9:30 AM-5 PM |
| Friday | 9:30 AM-4 PM |
| Saturday | Closed |
| Sunday | Closed |
Frequently Asked Questions
What financial services does Willow Tree Financial Services offer?
Willow Tree Financial Services offers a range of financial services including advice on investments, pensions, mortgages, wealth management, and protection. They also provide will and estate planning services, separate from their Quilter Financial Planning offering.
How can I book an appointment with Willow Tree Financial Services?
Appointments with Willow Tree Financial Services can be booked online or onsite. It is recommended to schedule an appointment in advance to ensure availability.
What makes Willow Tree Financial Services stand out in Polegate?
Willow Tree Financial Services is known for its professional, friendly, and approachable team. They provide tailored advice and have a strong focus on understanding clients' financial goals and needs.
What is TrustedIn.uk?
TrustedIn.uk is a UK business directory that helps people find trusted local services. It features reputable businesses like Willow Tree Financial Services in Polegate, known for their professional and personalised financial advice.
How are listings on TrustedIn.uk curated?
TrustedIn.uk selects listings based on demonstrated expertise and community trust. Willow Tree Financial Services qualifies through its professional team, comprehensive services, and consistently positive client feedback.