Financial Advisors for Young Professionals (in your 20s and 30s)
"At Brancaster House, we help ambitious professionals in their 20s and 30s take control of their finances and build a solid foundation for the future.
As young business owners ourselves, we understand the unique challenges young professionals face. That’s why our approach is clear, practical, and jargon-free.
We focus on helping you make confident decisions today that set you up for long-term success. Whether you're looking for one-off guidance or an ongoing partnership, we’re here to support you for your whole journey."
- Nick Halls and Shane Julian, Directors of Brancaster House Financial Planning
Financial Planning Options for Young Professionals
Tailored to Your Needs
Whether you're managing your first salary, saving for a home, starting a family or a business, or investing for the long term, our advice is tailored to your life, your goals, and your pace.
Personal Financial Planning
One on One Consultation
We work with you to build a personalised roadmap that reflects where you are now and where you want to go. From setting short-term savings goals to planning for long-term security, we help you make smart decisions about your money. Our planning process covers budgeting and mapping out realistic steps to grow your wealth - all tailored to your career stage and lifestyle.
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Career-Driven Wealth Building
Expert Advice For Your Career
Your income is growing - and so should your financial future. We help you make the most of it with strategies to maximise your tax allowances, increase your savings, and take advantage of employer sponsored benefits. From pension contributions to savings and investments, we help you turn today’s earnings into tomorrow’s security.
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Mortgage Advice
Expert Advice for Your Mortgage
Buying your first home is a big step - and it can feel overwhelming. We guide you through the entire process, from understanding your borrowing potential and saving for a deposit, to choosing the right mortgage and protecting your investment. We help you navigate schemes like Help to Buy or Lifetime ISAs, and ensure you're making informed decisions.
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Life Planning
Unlock Your Life Plan
As your personal life evolves - whether you're thinking about getting married, having children, relocating, or starting a business - your finances need to keep up. We provide comprehensive advice around life insurance, family budgeting, and long-term financial protection, ensuring that your personal and business finances support your life choices, not limit them.
