Independent Financial Advisers Norwich For Your Every Chapter.
Independent financial advice, planning, mortgages and protection advice for individuals, families and business owners across Norwich and Norfolk.
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.
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.
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.
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.
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.
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 an experienced financial planner specialising in employee benefits, sustainable investing and ethical financial planning.
Managing Director
Nick Halls
​DipPFS Cert SMP
Nick Halls is our joint Managing Director and an experienced financial planner specialising in equity release, mortgage advice and supporting young professionals with their finances.
Director and Chartered Financial Planner
Scott Swift
FPFS
Scott is our Chartered Financial Planner and a Director, specialising in helping business owners and individuals with larger portfolios build and manage their wealth.
Mortgage & Protection Specialist
Jayne Routledge
CeMAP CeRER
Jayne is our experienced Mortgage and Protection Specialist, helping clients navigate their property journeys with practical, proactive advice.
Mortgage & Protection Specialist
Nathalie Claeys
CeMAP CeRER
Natalie is our experienced Mortgage and Protection Specialist, offering expert guidance across mortgages, protection, equity release and later-life lending.
Get The Low Down
Download A 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.
Everything you need to know about getting the right mortgage - whether you’re buying your first home, remortgaging, or investing in property.
A practical guide to financial planning for business owners covering director finances, tax-efficient planning and employee benefits that support you and your team.
A simple introduction to investing, explaining your options, risk levels, and how to grow your investment money with confidence.
