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Independent Financial Advice for Every Chapter.

Independent financial planning, mortgages and protection advice for individuals, families and business owners across Norwich and Norfolk.

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Financial Advice For Every Stage Of Your Journey

Brancaster House Financial Planning provides independent financial advice in Norwich and across Norfolk. Our advisers help clients make confident decisions around pensions, investments, mortgages and protection; whether you are buying your first home, growing your wealth or planning for retirement.

Our goal is simple; to help you plan confidently for every stage of life.

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Starting Out

The Initiation Stage

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

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Nesters

The Growing Stage

If you are expanding your business or career, 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 Stabilising 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 Chilling 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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Introducing Our Advisory Team

Financial advice is personal. So the person you work with should feel right, too.

At Brancaster House, we don’t believe in a one-size-fits-all approach. Every client is different - and so is every adviser. Whether you’re planning for retirement, exploring equity release, arranging a mortgage or simply wanting direction for your finances, you can choose the adviser who feels like the best fit for you and your life stage.

Managing Director

Shane Julian

DipPFS Certs CII (MP&ER)

Shane Julian is our joint Managing Director and he has been at Brancaster House for nearly 10 years! He is a qualified and expert financial planner, with a strong focus on supporting HR professionals and managing directors with employee benefit

schemes, as well as sustainable and ethical investing.

He has a diploma in regulated financial planning, as well as certificates in investment operations, mortgage advice, equity release and financial services.

When he is not holidaying in Orlando or in the gym, you'll find him renovating his 1920s home just outside Norwich.

Managing Director

Nick Halls

DipPFS Cert SMP

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Nick Halls is our other joint Managing Director and has been at Brancaster House for over ten years.

Nick holds a diploma in regulated financial planning as well as certificates in advanced mortgage advice and equity release. He has a specific interest in equity release as well as helping young professionals access financial advice.

Nick loves his health and fitness; he often does a 5 mile run at lunchtime, goes to the gym and leads the team's charity runs. This year he is aiming to do a marathon with his eldest son. Nick has recently bought his own home and is enjoying his home gym.

Director and Chartered Financial Planner

Scott Swift

FPFS

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Scott is our Chartered Financial Planner and one of our Directors. He has a special interest in helping build wealth for small business owners, in addition to individuals with large portfolios.

Scott is a Fellow of the Personal Finance Society and is a pension transfer specialist. He holds an advanced diploma in regulated financial planning, as well as certificates in long term care and equity release.

Scott lives in Norwich with his wife, dog and two children, is a Norwich City FC fan and coaches community children's grassroots football in Old Catton (under 14s Tigers) in Norwich.

Mortgage & Protection Specialist

Jayne Routledge

CeMAP CeRER

Jayne has been looking after our mortgage customers for over 4 years and is an experienced and proactive mortgage and protection specialist.

Jayne holds certificates in mortgage advice and practice and regulated equity release.

For Jayne, mortgage advice is about piecing together the jigsaw of someone’s property journey.

She has worked with some clients for over 20 years, often serving multiple generations. When she isn't looking at the latest rates and legislation, you'll find Jayne travelling with her husband or enjoying a city or country brunch.

Plan Your Ideal Retirement Lifestyle

Turn your pension savings into a lifestyle plan you can trust

Our Retirement Income & Lifestyle Planner shows you what your retirement could look like, and how to make it happen.

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See Your Finances in Real Time...

With Our Personalised Portal

At Brancaster House Financial Planning, we believe that financial planning should be personalised, transparent and tailored to your unique needs and goals. That's why we have an app!

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Independent Financial Advisor Norwich Norfolk

Get The Low Down

Download A Guide

Equity Release Guide

A straightforward guide to understanding equity release, how it works, the risks to consider, and whether it’s right for you and your family.

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Mortgages Guide

Everything you need to know about getting the right mortgage - whether you’re buying your first home, remortgaging, or investing in property.

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Business Guide

A practical guide to financial planning for business owners covering director finances, tax-efficient planning and employee benefits that support you and your team.

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