We are a team of trusted Independent Financial Planners, Wealth Managers and Accountants, based in Norwich, Norfolk. We offer clear and understandable, truly Independent advice to both individuals and businesses so that you can be certain you are making the right choice.
We are authorised by the Financial Conduct Authority.
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Our aim is to form lifelong, ongoing relationships with our clients so we keep in touch to ensure that any changes to your lifestyle or financial goals are reflected in your financial planning.
Our service is designed to add value to our clients' lives.
Since 2004 the relationship with our clients has always been face-to-face and local. We are committed to growing our business by opening new branches to continue our ambition to be more face-to-face and local than ever. We are passionate about helping our clients achieve their financial goals and manage their money; it’s why we love to come to work.
The values below are what we at Brancaster House have created to make sure we continue to drive ourselves to be the most valued Wealth Manager in East Anglia.
- We impress our clients at every contact
- We strive for perfection
- We believe in a long-term fair and profitable relationship with our clients
- We promote financial education for all
- We show leadership
- We show and promote respect to everyone we come into contact with
- We believe in doing the right thing, regardless of profit
Our Mission Statement
To add value to our clients’ lives, by helping them achieve their financial goals, face to face and locally, with happy and motivated staff who build long term, profitable client relationships.