Meet Your Financial Planning Team
At Brancaster House, we don’t believe in a one-size-fits-all approach. Every client is different - and so is every adviser. Whether you’re planning for retirement, exploring equity release, arranging a mortgage or simply wanting direction for your finances, you can choose the adviser who feels like the best fit for you and your life stage.
Your Advisory Team
Managing Director
Shane Julian
DipPFS Certs CII (MP&ER)
Shane Julian is our joint Managing Director and he has been at Brancaster House for nearly 10 years! He is a qualified and expert financial planner, with a strong focus on supporting HR professionals and managing directors with employee benefit
schemes, as well as sustainable and ethical investing.
He has a diploma in regulated financial planning, as well as certificates in investment operations, mortgage advice, equity release and financial services.
Managing Director
Nick Halls
DipPFS Cert SMP
Nick Halls is our other joint Managing Director and has been at Brancaster House for over ten years.
Nick holds a diploma in regulated financial planning as well as certificates in advanced mortgage advice and equity release. He has a specific interest in equity release as well as helping young professionals access financial advice.
Director and Chartered Financial Planner
Scott Swift
FPFS
Scott is our Chartered Financial Planner and one of our Directors. He has a special interest in helping build wealth for small business owners, in addition to individuals with large portfolios.
Scott is a Fellow of the Personal Finance Society and is a pension transfer specialist. He holds an advanced diploma in regulated financial planning, as well as certificates in long term care and equity release.
Mortgage & Protection Specialist
Jayne Routledge
CeMAP CeRER
Jayne has been looking after our mortgage customers for nearly over years and is an experienced and proactive mortgage and protection specialist.
Jayne holds certificates in mortgage advice and practice and regulated equity release.
For Jayne, mortgage advice is about piecing together the jigsaw of someone’s property journey.
She has worked with some clients for over 20 years, often serving multiple generations.
Mortgage & Protection Specialist
Nathalie Claeys
CeMAP CeRER
Natalie is an experienced Mortgage and Protection Specialist with advanced qualifications across equity release, investment advice and paraplanning.
Holding a Certificate in Regulated Equity Release, CISI Level 4 Diploma in Investment Advice, CISI Level 4 Certificate in Paraplanning and, as a Certified Practitioner in Specialist Property Finance, she provides knowledgeable, regulated guidance to help
clients navigate mortgages, protection and later-life lending confidently.
Our Support Team
Administration Manager
Gary Knights
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Administrator
Victoria Ashton-Jones
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Administrator
Elisha Jones
