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Introducing Our Free Retirement Planning Tool
At Brancaster House Financial Planning, we believe retirement is about how you want to live, what you value, and feeling confident you’ve got a plan in place.
That’s why we’re introducing our Retirement Income & Lifestyle Planner Tool: a bespoke way to map out not just how much income you’ll need, but how to make your retirement lifestyle a reality.
Sep 19, 2025


Brancaster House launches new equity release guide
For many homeowners over the age of 55, your home is your most valuable asset. In retirement, as budgets tighten and new expenses arise, the idea of unlocking the wealth tied up in your property can be a compelling one.
Whether it’s to fund a dream holiday, make essential home improvements, pay off existing debts, or provide a financial gift to loved ones, the equity in your home can offer a solution.
Sep 15, 2025


It's Pensions Awareness Week!
Pensions Awareness Week (15th to 19th September 2025) is officially here; and its a perfect time to take a close look at your financial future.
While pensions might seem like a complicated topic, understanding the basics is the first and most crucial step toward securing a comfortable retirement.
At its core, a pension is a long-term savings plan with one simple purpose: to provide you with an income when you stop working.
Sep 15, 2025


Case Study: Securing an Affordable Mortgage with a Mainstream Lender
Mrs J and her partner wanted to buy their council property under the Right to Buy scheme. The adviser they went to last year realised...
Sep 5, 2025


Meet Elisha: our T-Level placement student
We’re excited to intrroduce you to Elisha Jones, a 17-year-old Business Support T-Level student from City College Norwich, who joins us one day a week as part of her course.
Aug 28, 2025


Shane’s Shortlisted for Young Advisor of the Year
We’re proud to announce that Shane , one of our directors (and very talented financial advisors) at Brancaster House Financial Planning,...
Aug 14, 2025


Happy mortgage customer
Great feedback just in from a first-time buyer and self-employed company director for our mortgage advisor, Jayne Routledge: "I just...
Aug 14, 2025


Meet Jayne Routledge: Your Independent Mortgage Advisor in Norwich, Norfolk
At Brancaster House Financial Planning, we believe that trusted advice comes from experience, commitment, and a genuine passion for helping people secure their futures. That’s why we’re proud to introduce you to Jayne Routledge, our dedicated Mortgage and Protection Advisor, who is celebrating her third anniversary with us this spring.
Jul 21, 2025


“My Business Is My Pension”: Why This Could Be a Risky Assumption
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...
Jul 11, 2025


The Benefits of Cash Flow Analysis: Clarity for Life’s Biggest Financial Decisions
When it comes to financial planning, most people tend to focus on what they have: pensions, ISAs, property, or savings accounts. But...
Jul 11, 2025


The True Value of the Broker: How Much Does a Mortgage Adviser Charge?
When it comes to buying a home-or remortgaging-there’s no shortage of decisions to make. Fixed rate or tracker? Two years or five? Go...
Jul 11, 2025


When Should I Start Looking for My Remortgage Deal?
If you’ve got a mortgage, chances are you’ve seen your monthly payments rise sharply in the last couple of years. Whether you’re on a...
Jul 11, 2025


Brancaster in the House at the Royal Norfolk Show
We’re back from the Show! The Brancaster team were proud to exhibit at the Royal Norfolk Show 2025, one of the UK’s largest two-day...
Jun 30, 2025


The Hidden Flaw in Most Retirement Plans: What to Check To See If You’re On Track
At Brancaster House Financial Planning, we’ve reviewed countless retirement plans over the years. And while every person’s financial...
Jun 30, 2025


Pension planning - how do I know if I have enough?
“Do I Have Enough Money to Retire?” - Clarity Through Cashflow Forecasting It’s one of the most important and most frequently asked...
Jun 17, 2025


Living for Now vs Planning for Later: Finding Financial Balance as a Young Professional
You’re earning, you’re exploring, and you’re building a life that feels like your own. Whether it’s booking that bucket-list trip, moving...
May 22, 2025


“How Much Can I Borrow?” A Guide to UK Mortgage Affordability for Residential (and Buy-To-Let) Properties
Whether you're buying your first home or expanding your property portfolio as a landlord, one of the first questions you'll ask is: how...
May 20, 2025


Bank of England Interest Rate Reduction: What It Means for Savers and Investors
The Bank of England has cut the base rate today from 4.5% to 4.25%, with further reductions anticipated later this year. This is the...
May 8, 2025


Investing in the Next Generation
This week, we’ve had the pleasure of welcoming a talented work experience student to Brancaster House Financial Planning in the form of...
May 8, 2025


A Complete Guide to ISAs (Individual Savings Accounts)
With the Spring statement leaving the current ISA (Individual Savings Accounts) landscape unchanged, rumours are swirling that the...
May 7, 2025
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