Business Details
Your Trusted Financial Advisers in Norwich
Brancaster House is committed to delivering personalized and comprehensive financial planning services tailored to the unique needs of individuals, families, and businesses. With a team of experienced advisors based in Norwich, Norfolk, we prioritise understanding each client's specific goals and circumstances to develop bespoke financial strategies. Our expertise spans personal finance, mortgage advice, retirement planning, equity release, and business financial solutions, ensuring clients receive informed guidance at every life stage.Regulated by the Financial Conduct Authority, we uphold rigorous professional standards while maintaining a client-centric approach that values transparency, trust, and long-term relationships. By combining technical proficiency with a dedication to financial education, we empower clients to navigate complex financial decisions with confidence, ensuring their financial future is both secure and aligned with their aspirations.
Services
Personal Financial Planning
Mortgage Advice
Retirement Planning
Equity Release
Business Financial Planning
Protection Insurance
Auto-Enrolment Pensions
Commercial Mortgages
Highlights and features
- We provide personalized financial strategies tailored to individual life stages and goals.
- Our team holds advanced qualifications including DipPFS, Cert SMP, and Chartered status.
- We offer comprehensive services spanning personal finance, mortgages, and business planning.
- Regulated by the Financial Conduct Authority for rigorous professional standards.
- We prioritise long-term client relationships through transparent communication and ongoing support.
Associations and certifications
- Financial Conduct Authority
What people say
Expert mortgage guidance
Personalized retirement planning
Exceptional client support
Services
Personal Financial Planning
Our personal financial planning service offers one-on-one consultations with qualified advisors to create tailored strategies for budgeting, saving, and investing. We focus on aligning financial decisions with individual goals, whether building emergency funds, managing debt, or preparing for major life events. With a commitment to ongoing support, we help clients adapt their plans as circumstances evolve, ensuring long-term financial stability.
Mortgage Advice
We provide expert mortgage guidance for first-time buyers, remortgagers, and buy-to-let investors. Our independent advisors assess market options to recommend competitive rates and suitable terms, handling paperwork and liaising with lenders. Services include commercial mortgages, residential loans, and specialist advice for complex cases, ensuring clients secure financing that matches their financial situation and property goals.
Retirement Planning
Our retirement planning service helps clients prepare for financial independence in later life. We review existing pension arrangements, recommend tax-efficient savings strategies, and develop income plans for retirement. By considering factors like annuities, pension transfers, and inheritance tax planning, we ensure clients can retire confidently while maintaining financial flexibility for changing needs.
Equity Release
We offer equity release solutions for homeowners over 55 seeking to unlock property wealth without relocating. Our advisors explain lifetime mortgage options, interest payment structures, and inheritance implications. By tailoring advice to individual circumstances, we help clients access tax-free funds for home improvements, retirement income, or family support while safeguarding their housing security.
Business Financial Planning
Our business financial planning service supports owners with pensions, protection, and succession strategies. We advise on auto-enrolment schemes, key person insurance, and tax-efficient profit extraction. By aligning financial decisions with business objectives, we help companies attract talent, manage risks, and create sustainable growth plans for both current operations and future transitions.
People
Nicholas Halls
Managing Director and Financial Planner
Nicholas holds a Diploma in Regulated Financial Planning and specializes in mortgage and equity release advice. With extensive experience in personalized financial strategies, he focuses on helping clients achieve long-term security through tailored solutions.
Shane Julian
Managing Director and Financial Planner
Shane possesses advanced qualifications in investment operations and mortgage advice. He works closely with clients to develop comprehensive financial plans, emphasizing risk management and sustainable wealth growth for individuals and businesses.
Scott Swift
Chartered Financial Planner
A Fellow of the Personal Finance Society, Scott specializes in pension transfers and long-term care planning. His expertise ensures clients receive technically robust advice aligned with their retirement and inheritance goals.
Jayne Routledge
Mortgage and Protection Specialist
Jayne combines mortgage expertise with protection planning, helping clients secure suitable home financing and insurance solutions. Her client-focused approach has earned long-term trust, particularly among families and first-time buyers.
Nathalie Claeys
Mortgage and Protection Specialist
Nathalie provides mortgage and protection advice with a focus on regulatory compliance. Her technical knowledge ensures clients receive clear guidance on home financing and risk management solutions.
Questions
What financial services do you offer?
We provide personal financial planning, mortgage advice, retirement strategies, equity release, and business financial solutions tailored to individual client needs.
How do you tailor advice to different life stages?
Our advisors create bespoke plans for starting professionals, growing families, empty nesters, and retirees, addressing specific financial challenges at each life stage.
Are your mortgage advisors independent?
Yes, we're independent brokers offering unbiased advice across hundreds of mortgage products and lenders in the Norwich area.
How can equity release benefit homeowners?
Equity release allows homeowners over 55 to access tax-free funds from their property for retirement income, home improvements, or family support while remaining in their home.
What qualifications do your advisors hold?
Our team includes Chartered Financial Planners and professionals with DipPFS, Cert SMP, and specialist mortgage/insurance qualifications regulated by the FCA.
