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.
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.​
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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
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.
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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
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.
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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.
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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.
Mortgage & Protection Specialist
Nathalie Claeys
CeMAP CeRER
Natalie is an experienced Mortgage and Protection Specialist with advanced qualifications across equity release, investment advice and paraplanning.
Holding a Certificate in Regulated Equity Release, CISI Level 4 Diploma in Investment Advice, CISI Level 4 Certificate in Paraplanning and, as a Certified Practitioner in Specialist Property Finance, she provides knowledgeable, regulated guidance to help. clients navigate mortgages, protection and later-life lending confidently.
Get The Low Down
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