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

Book Your Free Financial Health Check

Take the First Step Towards Financial Confidence

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Book A Zoom Video Consultation With Our Team​

Want a face-to-face appointment or prefer to arrange a telephone chat? Email or call us to book.

Schedule your service

Your first step toward a secure and confident financial future.

Check out our availability and book the date and time that works for you

Established in 2004

Fully-Independent

FCA-Approved Firm

What Happens During A Financial Health Check?

Your appointment lasts around 45–60 minutes and is designed to help us understand you before making any recommendations.

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Whether you're thinking about retirement, buying a home, reviewing your pension, investing for the future or simply wondering if you're making the right financial decisions, our complimentary Financial Health Check is the perfect place to start.

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We'll discuss:

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  • Your current financial situation

  • Your future goals and ambitions

  • Any concerns or questions you have

  • Existing pensions, savings, investments or mortgages

  • Protection for you and your family

  • Retirement planning

  • Equity release (if appropriate)

  • Tax-efficient planning opportunities

 

If we believe we can help, we'll explain how. If we don't, we'll tell you that too.

Discover what Jack Lenton, owner of Toki thought about his Health Check:

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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