Willow Tree Financial Services

Willow Tree Financial Services - Polegate Broker | Mortgage118

Team Members

Meet our experienced team of mortgage professionals

Charlotte Harris

Mortgage Adviser

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Daniel Evans

Protection Specialist

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About Willow Tree Financial Services

At Willow Tree Financial Services, our focus is firmly on residential mortgages, helping clients navigate the complexities of securing their dream homes. Nestled in the heart of Polegate, I take pride in offering a comprehensive and insightful approach to mortgage brokering. My role involves guiding individuals and families through the intricate process of obtaining a mortgage, ensuring that they are well-informed at every stage. Understanding that each client’s circumstances are unique, I delve into their specific needs and financial situations, allowing me to provide bespoke advice that truly reflects their aspirations. Whether you’re a first-time buyer or looking to remortgage, I leverage my extensive knowledge of the residential market to simplify what can often be a daunting experience. The mortgage process can be overwhelming, but I strive to demystify it. From the initial consultation through to completion, I focus on clear communication and transparency. I work closely with clients to assess their eligibility, explain the different mortgage products available, and help them understand the implications of each option. My aim is to empower clients with the information they need to make informed decisions. I also maintain strong relationships with a variety of lenders, enabling me to understand the nuances of their offerings and policies. This insight allows for better advice tailored to the evolving market landscape and individual client scenarios. By staying up-to-date with industry trends and regulatory changes, I ensure that my clients receive the most current and relevant guidance. In every interaction, I prioritise a personable and approachable manner, understanding that the journey to home ownership is not just about numbers, but also about dreams and aspirations. I invite you to reach out and explore how I can assist you in making your residential property goals a reality.

Specialisations

No specialisations listed.

Languages Spoken

🇬🇧English

Reviews & Ratings

Google

5(74 reviews)

Denise Richmond

6 Mar 2026

We contacted Rachael at Willow Tree to sort out our pension pot and to see if it was possible to take an early retirement. After Rachael worked her magic 🪄. We found we could retire earlier than we expected Fantastic news thank you Rachael and team , would definitely recommend Willow Tree.

chris tyhurst

14 Oct 2025

We have used Rachael and the team quite few times, and have also recommended them to various friends and family. The while team is very friendly, approachable and knowledgeable in their field. They are easy to talk to and will take the time to explain things in basic terms if required. We will definitely be back when there services are required again.

Sue Turner

9 Oct 2025

We have used Rachael for our financial advice for a number of years now as we were coming up to retirement. She was able to consolidate some complicated pension funds and advise on investments, wills and lasting power or attorney. She took complete control so that we didn't even have to think about it. Rachael is friendly, approachable and very knowledgeable. We don't live locally but that makes no difference. She and her team are easily contactable and very responsive. I recommend her to everyone, even if you think you don't need financial advice, you really do. It is the best investment we have made in engaging her services. I highly recommend Rachael and her team to everyone I know!

Hayley Morris

5 Oct 2025

Cassandra was so incredibly helpful in finding us our first home. Her and her the Willow Tree team were all extremely knowledgeable and informative with everything from start to finish. As first time buyers we had no idea what to do, she helped us every step of the way. We really cannot thank them enough for everything, and would recommend them and their services.

Peter Burke

4 Oct 2025

I have known Rachael at Willow Tree Financial Services (WTFS) for over ten years, and the experience has been outstanding. From our initial financial assessment carried out in 2014/2015 where Rachael took the time to understand our financial goals, risk tolerance and long-term plans. Rachael advice is always clear, well-researched and tailored to our personal requirements. Rachael is not only subject knowledgeable and very professional but also highly responsive and trustworthy. Whether it's investment planning, retirement strategies, budgeting or mortgage advice WTFS delivers a top-tier service. I would highly recommend WTFS to anyone looking for a reliable and thoughtful financial advisor.