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About Us

Our ethos is financial success for all.

Financial planners Norfolk in meeting

Why choose us?

Our team is committed to providing exceptional service and advice tailored to your individual needs. We believe that financial success should be accessible to everyone, which is why we offer a range of services to suit all budgets and financial goals. With our help, you can rest assured that your financial future is in safe hands.

Nicholas Halls and Shane Julian

Meet Your Team

Guiding  Your Financial Future

At Brancaster House Financial Planning, our team of experienced financial advisors is devoted to helping you meet your long-term financial goals. We provide personalised advice from our HQ in Norwich, Norfolk, based on your individual aspirations, taking into account both the risks and rewards of any strategy.

Nicholas Halls headshot

Nicholas Halls

DipPFS Cert SMP

Managing Director and Financial Planner

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  • Diploma in Regulated Financial Planning

  • Certificate in Advanced Mortgage Advice

  • Certificate in Equity Release

Shane Julian headshot

Shane Julian

DipPFS Certs CII (MP&ER)

Managing Director and Financial Planner

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  • Diploma in Regulated Financial Planning

  • Certificate in Investment Operations

  • Certificate in Mortgage Advice

  • Certificate in Equity Release

  • Certificate in Financial Services

Scott Swift headshot

Scott Swift

FPFS

Director and Chartered Financial Planner

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  • Fellow of the Personal Finance Society

  • Advanced Diploma in Regulated Financial Planning

  • Pension Transfer Specialist

  • Certificate in Long Term Care

  • Certificate in Equity Release

Jason Cooper headshot

Jason Cooper

DipPFS Cert SMP

Financial Planner​

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•    Diploma in Regulated Financial Planning
•    Certificate in Mortgage Advice
•    Certificate in Equity Release

Jayne Routledge headshot

Jayne Routledge

CeMAP

Mortgage and Protection Specialist​

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  • Certificate in Mortgage Advice & Practice

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Gary Knights headshot

Gary Knights

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Administration Manager

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Nathalie Claeys 

CeMAP CeRER

Mortgage and Protection Specialist​

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  • Certificate in Mortgage Advice & Practice

  • Certificate in Regulated Equity Release

  • CISI Level 4 Diploma in Investment Advice

  • CISI Level 4 Certificate in Paraplanning

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