CORPORATE SOCIAL RESPONSIBILITY
In The Community
At Brancaster House, we believe financial advice should extend beyond the office. We’re proud to be actively involved in our local business and charity communities; delivering education, supporting wellbeing, and helping more people access clear, trusted financial guidance.
IN THE COMMUNITY
Supporting individuals, businesses, and charities across Norfolk and beyond.
Financial Education for Businesses
We regularly deliver talks, workshops, and drop-in sessions for local organisations including the Norfolk Chambers of Commerce and the FSB.
These sessions are designed to give business owners and teams practical, jargon-free financial guidance; from pensions and protection to planning for the future.
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Our aim is simple; to give people the confidence and knowledge to make better financial decisions, both personally and professionally.
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No spreadsheets, no guesswork; just a clear, real-time view of where you stand financially, helping you make better decisions with confidence.
Community & Charity Support
We’re proud to support our local community through fundraising and pro bono advice initiatives.
This includes raising funds to provide free one-to-one financial advice sessions at Priscilla Bacon Hospice; helping individuals and families access guidance at some of life’s most challenging moments.
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It’s a small way we can use our expertise to make a meaningful difference.
Recognition & Awards
We’re proud to have received recognition both locally in Norfolk and nationally across the UK. Last year we were shortlisted for the EDP Small Business of the Year and our Director shane Julian was shortlisted for Young Advisor of the Year at the Money Marketing Awards.
These awards and commendations reflect not only the quality of our advice, but our commitment to making a positive impact through everything we do; from client work to community involvement.