Willow Tree Financial Services

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.

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.

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!

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.

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.