30th September 2016

Introducing Jason Cooper, our new Financial Planner

Brancaster House are delighted to welcome a new Financial Planner on board for our Sheringham Office. Jason Cooper comes to us with a wealth of experience and we’re really looking forward to him being part of the team.

Here’s some information about Jason and what he has to say.

“I have recently joined Brancaster House as a Financial Planner and will be providing an independent financial advice service throughout North Norfolk via the Brancaster House Sheringham Office.

I previously provided regulated financial advice to customers of the N&P Building Society throughout North Norfolk for a period of just over 19 years. I joined the N&P Building Society in 1997, initially advising upon the financial products and services of the then Norwich Union (now Aviva). From 2003 to 2011 N&P changed their financial services proposition during which time we provided an independent advice service. In 2011 the N&P Building Society chose to cease offering a direct financial advice service and the financial advice service proposition was out sourced to Aviva for a period of 15 months before being succeeded by Legal & General in mid 2012. In the spring of this year N&P Building society and Legal & General announced the decision had been taken to cease offering the financial advice service and as a result my role became redundant.

At the time of commencing any new professional client-adviser relationship, I always promised to do my very best to provide an on-going financial advice service, helping my clients to ensure their financial planning arrangements remained appropriate to their changing needs and/or circumstances over the coming years and up to the time of my own retirement.

To help keep to my original promise I have joined Brancaster House to offer an independent financial advice service via an established and respected Norfolk based independent financial advice firm. This will enable me the pleasure and honour to maintain and continue adviser- clients relationships with all who wish to do so whilst giving me the opportunity to develop new client relationships across North Norfolk”

Welcome Jason. We’re really pleased to have you with us!

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