Our News

Recently, our Director Shane Julian joined a panel hosted by Federation of Small Businesses at Snape Maltings; representing the voice of financial planning for small business owners across East Anglia. And it couldn’t have been more needed. The Reality for Business Owners Most business owners are brilliant at what they do. They know how to win work, deliver for clients, and grow a business. But when it comes to personal financial planning; pensions, building long-term wealth,

At Brancaster House Financial Planning, people are always at the heart of the advice. And few people represent that better than Shane Julian; Co-Owner and Managing Director, whose journey into financial planning started earlier than most.

Recently, Shane Julian from Brancaster House Financial Planning was pleased to speak to members at a Norfolk Chamber Charities United event, sharing how Brancaster House can work in partnership with local charities to provide free, accessible financial advice . During the session, Shane talked about Brancaster House’s ongoing work with Priscilla Bacon Hospice , where the team has been delivering financial advice drop-in sessions for over 18 months. These sessions support

At Brancaster House Financial Planning , we believe financial advice should feel approachable, practical and genuinely useful - not intimidating or sales-led. That’s why we’re proud to be collaborating with the Norfolk Chamber of Commerce to offer FREE Financial Health Check Drop-In Sessions exclusively for Chamber members and their teams. This partnership is all about giving back to the local business community and making it easier for people to get clear, professional gui

A new strategic collaboration between two Norfolk companies will see families across Norfolk benefit from clearer, more joined-up legal and financial advice - particularly at times of stress, vulnerability and major life change.

If you’re building a business, growing your career, or juggling both, your money can easily become something you react to rather than something you lead with intention. You might be earning more than ever… but still feel like you’re not fully in control.

Last week, we were delighted to welcome Oscar Bedford from Queenstone Property to Brancaster House Financial Planning for a conversation about potential joint opportunities and how our two businesses can work together to better support clients across Norfolk. Oscar is a property buying agent , acting exclusively for buyers. His role is all about representation, clarity and confidence - helping clients find the right property, negotiate the right deal, and navigate the buy

We’re delighted to share some exciting news: Brancaster House Financial Planning has been shortlisted for Small Business of the Year at the 2025 EDP Business Awards ! Brancaster House Shortlisted for Small Business of the Year at the 2025 EDP Business Awards The awards celebrate businesses across Norfolk and Suffolk that demonstrate excellence, innovation, and real impact within their industries and communities. For us, being recognised alongside such remarkable local organ

At Brancaster House, we believe that financial planning isn’t just about securing your future - it’s also about helping build a stronger, more supportive community today. That’s why we’re so proud to sponsor Hethersett Athletic Juniors Football Team this season. This one’s extra special for us because it’s close to home: our very own Shane Julian’s nephew plays for the team! Seeing young players grow in confidence, teamwork and resilience reminds us why community support ma

Last weekend, the Brancaster House team temporarily traded tax efficiency for turbo slides as we took on the Inflatable 5K at the Norfolk Showground, raising money for Priscilla Bacon Hospice.

At Brancaster House Financial Planning, we believe that true prosperity is built on strong foundations – not just financially, but within the communities we serve. That's why we are incredibly proud of our diverse and ongoing commitment to local initiatives and organisations across Norfolk. Nurturing Local Talent: Our Partnership with Old Catton FC Under 14s Tigers One of our most recent and rewarding partnerships is with Old Catton FC , specifically the spirited Under 14s Ti

Last week, Norwich’s vibrant 20s and 30s networking community had the opportunity to hear from our director Shane about the risks and opportunities of investment and the world of pensions at a special evening at the Louis Marchesi. The event drew a packed room of young professionals eager to gain insight into investing, pensions, and financial planning for life’s big milestones. Shane is a qualified and seasoned independent financial advisor whose expertise spans investments

For many homeowners over the age of 55, your home is your most valuable asset. In retirement, as budgets tighten and new expenses arise, the idea of unlocking the wealth tied up in your property can be a compelling one. Whether it’s to fund a dream holiday, make essential home improvements, pay off existing debts, or provide a financial gift to loved ones, the equity in your home can offer a solution.

We’re excited to intrroduce you to Elisha Jones, a 17-year-old Business Support T-Level student from City College Norwich, who joins us one day a week as part of her course.

We’re proud to announce that Shane , one of our directors (and very talented financial advisors) at Brancaster House Financial Planning, has been shortlisted for Young Advisor of the Year at the inaugural Young Financial Planner Awards 2025 , hosted by Money Marketing . This prestigious new awards programme is designed to spotlight the rising stars of financial planning - those who are bringing fresh thinking, energy, and impact to a profession that’s undergoing significant

Great feedback just in from a first-time buyer and self-employed company director for our mortgage advisor, Jayne Routledge: "I just wanted to say thank you so much for the past year and a half for helping me along the whole process of buying my first home and answering all and any questions that I had." Choosing an independent mortgage advisor means getting tailored advice, access to a wider range of lenders, and someone who truly works in your best interest, not the bank’s.

We’re back from the Show! The Brancaster team were proud to exhibit at the Royal Norfolk Show 2025, one of the UK’s largest two-day agricultural events, held at the Norfolk Showground. As a member of the Norfolk Chambers of Commerce, we were back in the Chamber’s vibrant business tent, which brought together a diverse range of local enterprises, innovators, and community organisations. The event provided a fantastic opportunity for us to connect with both new and existing cli

This week, we’ve had the pleasure of welcoming a talented work experience student to Brancaster House Financial Planning in the form of Mcauley Holmes, 17, from Taverham Sixth Form. Currently studying Economics at A-Level, Mcauley has been able to connect his studies with real-world financial planning, from observing market behaviour, going through financial annual reviews with clients, sitting in on marketing meetings and learning how economic decisions impact savings and in

At Brancaster House Financial Planning, we take great pride in being part of the Priscilla Bacon Hospice Charity corporate network. Supporting such a meaningful cause has not only helped us contribute to our local community but has also brought incredible benefits to our business and team. Here are five key advantages we’ve experienced since joining this fantastic initiative. Brancaster House Director Nicholas Halls with Amy Wright, Events & Fundraising Co-Ordinator from

We are pleased to announce we have launched our new equity release guide! Equity release has become an increasingly popular financial strategy among UK homeowners aged 55 and over, allowing them to unlock the value tied up in their properties without the need to sell or relocate. This approach provides access to a lump sum, regular income, or a combination of both, offering flexibility to meet various financial needs in retirement. The Growing Popularity of Equity Release Ove

Our Director Shane hosted a financial planning event for business owners at The Millennium Library at the Forum last month

nd-of-life care patients, their families, and staff at Priscilla Bacon Lodge can now access expert financial planning.

Here at Brancaster House, we’re proud to be part of the Norfolk community and want to support organisations as part of the next step in our business journey. We’ve advocated charity initiatives on a personal level, but now it’s time to announce our charity of the year partnership for 2024, Priscilla Bacon Hospice . Partnering with Priscilla The initial Priscilla Bacon Lodge, erected over four decades ago, provided tranquillity, dignity, and essential assistance to numerous fa

You may have noticed a new look to Brancaster House Financial Planning. Recently, long-term employees Nick Halls and Shane Julian have taken over the reins from previous owner James Ewells and there are exciting things ahead. We caught up with them to find out more.. What inspired you to take over the running of Brancaster House Financial Planning? It’s been a long-term aspiration of both of ours to either set up our own IFA practices or to be involved in a co-ownership of an