We're here for your whole journey.

Whether you are starting out in your career, saving for a nest egg, buying your first home, or thinking about investment and retirement options, we can help.

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About Us

Quality Financial Advice That Lasts a Lifetime

Our team of experienced advisors are committed to providing personalised and comprehensive financial planning services to individuals, families and business owners. We work closely with each client to understand their unique needs and goals, and develop a financial plan that is tailored to their specific situation.

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Our Services

Award-Winning

Financial Planning

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We're At Your Side

We're Here for Every Stage

At Brancaster House Financial Planning, our experienced financial planners will guide you through each stage of your life, providing tailored advice and services that enable you to realise your financial goals. Our comprehensive range of services are crafted to help you make the most out of your financial resources.

Starting Out

The Initiation Stage

We’re here to guide you from the start of financial independence. Whether you’re launching a new business, starting to save and invest, choosing a pension or getting a mortgage, we can help.

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Nesters

The Dependents Stage

If you are expanding your business, your family or upsizing your property, we can help. You'll want to get things in place for a successful future whilst juggling the demands of a busy life.

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Empty Nesters

The Growth Stage

At this stage of your life you’re likely to have more time and money on your hands. You’ll want to start refining your financial objectives for retirement. We are here to guide you on the best way to maximise your finances for the future.

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Winding Down

The Retirement Stage

Business sales, starting retirement, equity release and passing wealth to loved ones will all come into play at this important life stage. We're expertly equipped to guide you through the challenges and joys that come with this life stage.

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Financial Planning Options

Tailored to Your Needs

We understand that every individual, family and business has unique financial goals and needs. That's why we offer a range of financial planning options to meet your specific requirements.

Personal Financial Planning

One on One Consultation

Our personal financial planning service offers a one on one consultation with an experienced financial planner, who will work with you to develop a comprehensive financial plan that is tailored to your specific needs and goals.

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Business Financial Planning

Expert Advice for Your Business

Whether you need help with risk management of key members of staff, or offering certain benefits like death in service or medical insurance, our team of experienced advisors are here to help.

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Mortgage Advice

Expert Advice for Your Mortgage

Our mortgage advice service offers expert advice and support to help you find the right mortgage for your needs. Whether you are a first-time buyer, looking to branch out into buy to let, a commercial landlord or are after a simple remortgage, we're here to help.

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Equity Release

Unlock the Value of Your Home

Our equity release service offers expert advice and support to help you unlock the value of your home. Whether you need to release equity to supplement your retirement income or make home improvements, our team of experienced advisors are here to help.

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See Your Finances in Real Time

A Personalised Portal

At Brancaster House Financial Planning, we believe that financial planning should be personalised and tailored to your unique needs and goals. That's why our team of experienced advisors works closely with each of our clients to develop a financial plan that is customised to their specific situation.