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What We Do

Our Services

At Brancaster House Financial Planning, we believe that financial success is achievable for everyone. We offer a range of services to help you achieve your financial goals, including personal finance, mortgage and equity release. Our team of experienced financial advisors will work with you to create a bespoke plan tailored to your individual needs.

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Personal Finance

Our personal finance service is designed to help you manage your money effectively. We can help you with budgeting, saving, and investing to ensure that you are making the most of your income.


Savings and Investments

Our savings and investments service is designed to help you make the most of your money. We can advise you on the best savings and investment options for your individual needs, helping you to achieve your financial goals.

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Retirement Planning

Our retirement planning service can help you prepare for your future. We can advise you on pension options and help you create a retirement plan that suits your lifestyle and goals.


Equity Release

Our equity release service can help you release funds from your property without having to move. We can advise you on the different options available and help you choose the best option for your individual circumstances.

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