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 Independent Financial Advisor Norwich:

For Your Every Chapter

Brancaster House Financial Planning provides face-to-face financial planning for Norfolk individuals and business owners. Speak with a trusted local advisor today. 

100% Free. Completely Confidential. Zero Obligation To Proceed.

Established in 2004

Fully-Independent

FCA-Approved Firm

As independent life-stage financial planners for Norfolk families and business owners, we design bespoke plans tailored to your individual needs.

 

We provide unbiased, whole-of-market independent financial advice across your entire financial picture. Our financial advisors’ independent status ensures we look across all providers to build your custom blueprint.

 

If you are currently looking for the best independent advisory firms or searching for trusted independent financial advisors near me, our physical presence separates us from faceless national platforms.

 

From our local office in the centre of Norwich, we provide a dedicated financial advisor that Norfolk residents can partner with directly, face-to-face. Let Brancaster House help guide you through life's major milestones with confidence.

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FINANCIAL PLANNING

Personal, regulated advice on investments, retirement, protection and estate planning.

We believe financial advice should feel human, not intimidating. Our role is to help you understand where you stand, what your options are and what steps will have the biggest impact. 

Brancaster House Financial Advice Planning Advisor Sheringham Norfolk

Investments

Grow your wealth with a clear, structured investment strategy aligned to your goals, timeframes and attitude to risk.

 

We cut through the noise, recommend suitable portfolios and keep things under regular review so your money continues working as hard as it should.

Brancaster House Financial Advice Planning Advisor Sheringham Norfolk

Retirement Planning

Understand what your future really looks like.

 

We bring all your pensions together, forecast your retirement income and build a plan that gives you confidence around when you can retire and how you will live once you do.

Brancaster House Financial Advice Planning Advisor Sheringham Norfolk

Protection Planning

Put the right safety net in place.

 

From life insurance to income protection, we help you protect your lifestyle, your family and your business so that if the unexpected happens, you are financially supported.

Financial Advice

Estate Planning

Make sure your wealth goes where you want it to. We help you structure your finances efficiently, reduce potential inheritance tax and create a plan that protects your legacy for future generations.

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See Your Finances in Real Time...

With Our Personalised Portal

At Brancaster House Financial Planning, we believe that financial planning should be personalised, transparent and tailored to your unique needs and goals. That's why we have an app!

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Book Your Health Check

Need financial advice?

 

Start with a complimentary financial health check from Brancaster House. We'll review your current circumstances, understand your goals, explain your options clearly, and provide expert, independent financial advice tailored to your needs, helping you make informed decisions with confidence.

Book today.

Sherri Warner

Brancaster House was outstanding in handling my mortgage from start to finish. Jayne not only secured a great deal but also reapplied with the lender when better rates became available, ensuring I got the best possible terms. When our application was initially declined, Brancaster House quickly challenged the decision and succeeded in getting it approved. They were attentive, proactive, and truly worth their weight in gold. Highly recommended!

©2026 by Brancaster House Financial Planning Limited. ​Brancaster House Ltd. Registered office: 30 Cattle Market Street, Norwich, Norfolk NR1 3DY Registered in England and Wales No. 05010882. Brancaster House Ltd. is authorised and regulated by the Financial Conduct Authority No. 300684. The Financial Conduct Authority does not regulate tax and trust advice, commercial loans and some forms of buy-to-let mortgages. Brancaster House Ltd. is covered by the Financial Ombudsman Service. If you have a complaint, please contact us in the first instance so that we can put things right. This does not affect your right to complain to the Financial Ombudsman Service. Further information about the Financial Ombudsman Service can be found on its website.

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