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Breaking Barriers to Financial Planning

At Brancaster House, our ethos is financial success for all. Our team is committed to providing exceptional service and financial planning tailored to your individual needs. We believe that financial success should be accessible to everyone, which is why we offer a range of services suited to your budget and financial goals.

Why should you seek financial advice?

Often, the idea of seeking financial advice can be met with scepticism. According to a recent study by Royal London[1]:

  • 15% don’t believe it’s for someone like them.

  • 35% of people think they can look after their own money.

  • 22% don’t think they need financial advice.

22% of those asked don't think they need financial advice
15% don't believe its for someone like them
35% of people think they can look after their own money

Although this might be true in some cases, those who receive financial advice are on average £47K better off in 10 years. Financial planners, armed with expertise and offer insights can provide you with information and guidance you wouldn’t find yourself.

Built on trust

Brancaster House understands how important and personal finances can feel, from saving for your first house to discussing your retirement options. We’re here for your whole journey.

Effectively managing finances demands time and effort, a precious commodity in our busy lives. Our financial planners step in, handling the intricacies of financial planning and investment management, allowing you to focus on what matters most.

brancaster house team gather for meeting
We understand how personal finances can feel and are here to support you every step of your journey.

Personalised support

Understanding the intimate nature of financial decisions, our financial planners take the time to recognise your unique needs and goals, tailoring strategies that align with your income, debt, expenses, and lifestyle.

This level of support comes with a need for trust. We took a deep dive into how important trusting your mortgage planner is, and the same is true of any financial advice.

Can we help support you?

Brancaster House offers affordable financial advice for all, helping you at every stage. Fill out our financial health check form to get the process started.

[1] Royal London customer research: Exploring the advice gap, April 2021.


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