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When people think about financial advice, one question almost always comes up: "Is it really worth paying for?" It's a fair question. After all, there is more financial information available today than ever before. You can research investments online, compare pensions in minutes and ask AI almost any financial question. So why do thousands of people still choose to work with an independent financial adviser? The answer is surprisingly simple. The real value of financial advic

Norfolk has one of the oldest populations in England. At the same time, the UK is entering what experts are calling the Great Wealth Transfer; an estimated £7 trillion is expected to pass between generations over the next 25 years. For many families across Norfolk, this won't simply be an inheritance. It could be the single biggest financial event they ever experience. Yet despite the scale of wealth expected to change hands, only around 9% of UK adults receive professional f

At Brancaster House Financial Planning, we're passionate about continually developing our knowledge so we can provide the highest standard of advice to our clients. That's why we're delighted to congratulate our Mortgage & Protection Specialist Nathalie Claeys on successfully achieving the Level 3 Certified Practitioner in Specialist Property Finance (CPSP) qualification. It's an important milestone, but more importantly, it reflects our commitment to helping clients navi

Choosing a financial adviser is one of the most important financial decisions you'll ever make. Whether you're planning for retirement, investing for the future, growing a business, purchasing a buy-to-let property or simply wanting greater confidence in your finances, the right advice can help you make better decisions and avoid costly mistakes. How Do I Choose the Right Financial Adviser in Norwich? But with so many financial advisers, wealth managers and financial planners

Building a successful business takes years of hard work, resilience and strategic decision-making. For many business owners across Norwich, Norfolk and East Anglia, their company is not just a source of income; it’s their livelihood, legacy and one of their most valuable assets.

Recently, our Director Shane Julian joined a panel hosted by Federation of Small Businesses at Snape Maltings; representing the voice of financial planning for small business owners across East Anglia. And it couldn’t have been more needed. The Reality for Business Owners Most business owners are brilliant at what they do. They know how to win work, deliver for clients, and grow a business. But when it comes to personal financial planning; pensions, building long-term wealth,

At Brancaster House Financial Planning, people are always at the heart of the advice. And few people represent that better than Shane Julian; Co-Owner and Managing Director, whose journey into financial planning started earlier than most.

If you’ve been keeping an eye on mortgage rates recently, you might be feeling a bit confused. At the start of the year, things looked like they were settling. Rates were easing slightly, confidence was returning… and then suddenly, they started creeping back up again. A big part of that shift has been global uncertainty; particularly the ongoing conflict involving Iran. It might feel far removed from everyday life in Norwich or Norfolk, but it has a very real impact.

Recently, Shane Julian from Brancaster House Financial Planning was pleased to speak to members at a Norfolk Chamber Charities United event, sharing how Brancaster House can work in partnership with local charities to provide free, accessible financial advice . During the session, Shane talked about Brancaster House’s ongoing work with Priscilla Bacon Hospice , where the team has been delivering financial advice drop-in sessions for over 18 months. These sessions support

At Brancaster House Financial Planning , we believe financial advice should feel approachable, practical and genuinely useful - not intimidating or sales-led. That’s why we’re proud to be collaborating with the Norfolk Chamber of Commerce to offer FREE Financial Health Check Drop-In Sessions exclusively for Chamber members and their teams. This partnership is all about giving back to the local business community and making it easier for people to get clear, professional gui

A new strategic collaboration between two Norfolk companies will see families across Norfolk benefit from clearer, more joined-up legal and financial advice - particularly at times of stress, vulnerability and major life change.

If you’re building a business, growing your career, or juggling both, your money can easily become something you react to rather than something you lead with intention. You might be earning more than ever… but still feel like you’re not fully in control.

Why Use a Buying Agent When Purchasing a Property? Guest article by Oscar Bedford, Queenstone Property We’re pleased to welcome Oscar Bedford of Queenstone Property as a guest contributor to the Brancaster House property resource area. Oscar is a specialist buying agent , working exclusively for purchasers across Norfolk. His role mirrors what we do in financial planning; providing independent, professional advice that protects your interests and helps you make confident, w

We’re Here for Every Chapter The Bank of England’s has cut base interest rates to 3.75% - the lowest level since early 2023. The news made huge headlines - and understandably so. Interest rates affect almost everyone, but especially those with a mortgage or plans to buy property. What it means for you depends entirely on which chapter of life (and property) you’re in ; whether you’re buying your first home, upsizing, downsizing, or building a buy-to-let portfolio. At Brancas

Last week, we were delighted to welcome Oscar Bedford from Queenstone Property to Brancaster House Financial Planning for a conversation about potential joint opportunities and how our two businesses can work together to better support clients across Norfolk. Oscar is a property buying agent , acting exclusively for buyers. His role is all about representation, clarity and confidence - helping clients find the right property, negotiate the right deal, and navigate the buy

The Autumn Budget 2025 brings a number of tax, pension and savings-rule changes that will ripple through people’s finances, depending on their stage of life. At Brancaster House Financial Planning , we believe financial planning should evolve with each life stage. Here’s how the new budget could impact different kinds of clients - and where a tailored plan matters more than ever. Key Highlights from the Autumn Budget 2025 Before diving into life-stages, here are the main head

If you’re thinking about buying a home - whether you’re a first-time buyer, moving somewhere bigger, or remortgaging - your credit score plays a bigger role than most people realise. And here’s the thing: lenders don’t just look at a single “score.” They look at your behaviour. Every financial habit leaves a footprint. Some help you look like a dream borrower. Others… don’t. So let’s break down, in plain English, what actually affects your credit score when it comes to

At Brancaster House Financial Planning, we believe good financial advice starts with understanding you. Your career stage, goals, and priorities all shape what “financial security” really means, and that’s why no two clients are ever the same.

We’re delighted to share some exciting news: Brancaster House Financial Planning has been shortlisted for Small Business of the Year at the 2025 EDP Business Awards ! Brancaster House Shortlisted for Small Business of the Year at the 2025 EDP Business Awards The awards celebrate businesses across Norfolk and Suffolk that demonstrate excellence, innovation, and real impact within their industries and communities. For us, being recognised alongside such remarkable local organ

At Brancaster House, we believe that financial planning isn’t just about securing your future - it’s also about helping build a stronger, more supportive community today. That’s why we’re so proud to sponsor Hethersett Athletic Juniors Football Team this season. This one’s extra special for us because it’s close to home: our very own Shane Julian’s nephew plays for the team! Seeing young players grow in confidence, teamwork and resilience reminds us why community support ma