News

A lot of people assume they only need a financial adviser when they are approaching retirement, have received an inheritance or have built up a significant amount of wealth. In reality, there are many points in life when financial advice can be useful. Sometimes it is because something has changed. Sometimes it is because you have a big decision to make. And sometimes it is simply because you want to know whether you are making the most of what you already have. So, when is t

You may have heard that a financial planner can help you manage your money, plan for retirement or make decisions about your investments. But what does a financial advisor actually do? The simple answer is that a financial adviser helps you understand your current financial position, decide what you want your money to achieve and create a practical plan to help you get there. That might involve pensions and investments, protection or tax planning but good financial advice is

If you run your own business, chances are you’ve said (or thought) something along the lines of: “I’m not paying into a pension – my business is my pension.” It’s a mindset we come across often here at Brancaster House Financial Planning. As a small, independent firm based in Norwich, we work with many local business owners who are pouring everything they’ve got into building and growing their business. And we get it. When you’re self-employed or running a family business,

At Brancaster House Financial Planning, we’ve reviewed countless retirement plans over the years. And while every person’s financial situation is different, there’s one consistent - and worrying - flaw we see time and time again: Most people have no real idea what their retirement savings will actually provide. They don’t know what they have , what they need , or whether they’re even remotely on track . Even worse, many people believe they’re doing fine… when the reality is

Our review of the Autumn budget, announced by Chancellor of the Exchquer Rachel Reeves earlier this week