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6th March 2018

Introducing our Trainee Financial Planner, Shane Julian

We are delighted to announce that a current member of the Brancaster House team has begun his journey to becoming a Financial Planner.

 Shane Julian started working with us in October 2016 as a Para-Planner / Technical Analyst. Since joining he has become an invaluable member of the team in more ways than one.

 As a Technical Analyst he specialised in investment and retirement planning and produced financial planning reports for our Financial Planners, which made suitable and relevant recommendations to our clients considering their financial circumstances and goals.

 As well as this he specialised in building personalised retirement and cash flow models to help clients visualise and understand their financial horizon and retirement forecasts.

 Shane joined us from another Independent Financial Advice Company where he was an administrator dealing with high net worth clients.

 He has worked in the Financial Services Industry since 2006 working for a large pensions and life company in Norwich servicing heritage pensions. In 2014 Shane moved to a medium/large based Financial Planning firm, starting as a Financial Administrator assisting the firm’s Director service their high-net worth client bank which required extensive, tax, investment and pension planning.

 Here’s what Shane has to say.

 ‘Since joining the Independent Financial Advice profession, I have taken the approach that the best way to provide financial planning is by taking a holistic approach, looking at the whole picture, whilst ensuring the advice being given is clear, relevant, accurate and reflects the clients aims and objectives. My aim is to ensure the client goes away feeling confident and valued and knowing that they are in safe capable hands. I am looking forward to providing Financial Planning to my clients that will help them achieve their financial goals’

 We are thrilled that Shane has taken on the role of Trainee Financial Planner in the Norwich office and is making great progress. He is enjoying dealing directly with our clients rather than being behind the scenes.

 Well done Shane. We are proud to have you on board!

 

 

 

 

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