Brancaster House Financial Planning

01/09/2026

Do you know how many pensions you currently have?
For some people, the answer is easy.
For others, there may be pensions from old jobs, workplace schemes they’ve forgotten about, or plans they haven’t looked at for years.
As your career changes, it’s surprisingly easy for pensions to become scattered.
That doesn’t necessarily mean you need to combine them all, but it is worth knowing what you have, where it is, and whether it still fits with your plans for retirement.
If you’re not quite sure what’s sitting where, it might be time for a review.
Find out more about how we can help with retirement planning:
https://www.brancasterhouse.co.uk/winding-down

30/08/2026

When did you last properly review your pensions?

It’s easy for pensions to get pushed to the bottom of the list, especially if you’ve changed jobs, built up more than one pot or retirement still feels a long way off.

But over time, your circumstances, goals and the pensions themselves can all change.

A review can help you understand what you have, how it’s performing, what income it could provide and whether your current arrangements still suit where you’re heading.

If any of these five signs sound familiar, it could be a good time to take a closer look.

Get in touch with Brancaster House Financial Planning to start the conversation.

27/08/2026

Do you need a financial adviser for your pension?

It’s a question many people only start asking when retirement gets a little closer.

By that point, you may have several pensions, different providers, questions about tax, and no clear idea of whether you’re actually on track.

That’s where advice can help.

A financial adviser can help you understand what you already have, what your options are, and how your pension fits into the bigger picture of your retirement plans.

In our latest article, we look at some of the key times when pension advice can be particularly valuable.

📖 Read the full article here: https://www.brancasterhouse.co.uk/post/do-i-need-a-financial-adviser-for-my-pension

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27/07/2026

"Is paying for a financial adviser really worth it?"

It's one of the questions we're asked most often.

After all, there's no shortage of financial information online. You can compare mortgages, research investments and even ask AI for guidance in seconds.

But information isn't the same as advice.

A good independent financial adviser doesn't just recommend products. They help you avoid costly mistakes, make confident decisions, create a long-term plan and keep you accountable when life inevitably changes.

The real question isn't "How much does financial advice cost?"

It's "What's the cost of getting an important financial decision wrong?"

In our latest article, we explore the value of professional financial advice, who it's right for, and why so many people still choose to work with an independent adviser.

📖 Read the full article here:
https://f.mtr.cool/awbgneaqlq

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....

23/07/2026

The biggest financial event in many families' lives isn't retirement... it's inheritance.

Over the next 25 years, trillions of pounds are expected to pass between generations in what's being called the Great Wealth Transfer. Yet many families have never had a conversation about what that means for them.

Questions such as:

• Should you gift money during your lifetime?
• How can you reduce inheritance tax?
• What happens if wealth is passed on without a plan?
• And are your children or grandchildren prepared to manage it?

At Brancaster House, we believe good financial planning isn't just about growing wealth – it's about protecting it and ensuring it benefits the people you care about most.

Our latest article explores why this matters now more than ever, particularly for families across Norfolk.

📖 Read the full article here:

https://f.mtr.cool/uggvonlqxf

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 inheritanc...

17/07/2026

🎉 Congratulations to our Mortgage & Protection Specialist, Nathalie, on achieving the prestigious Certified Practitioner in Specialist Property Finance (CPSP) qualification.

At Brancaster House Financial Planning, we're committed to continually investing in our team's knowledge because better-qualified advisers mean better outcomes for our clients.

This specialist qualification strengthens Nathalie's expertise across areas including buy-to-let, commercial mortgages, bridging finance, development finance and more, helping clients navigate increasingly complex property finance with confidence.

Whether you're growing a property portfolio, purchasing commercial premises or exploring specialist lending options, you can be confident you're receiving advice backed by recognised professional training and up-to-date industry knowledge.

Well done, Nathalie - a fantastic achievement and one we're incredibly proud to celebrate.

If you're considering specialist property finance and would like expert, independent advice, we'd be delighted to help. Message us to chat with the Brancaster House team today.

25/06/2026

Our website has a new look!

We've been busy behind the scenes making the Brancaster House website even more useful, with plenty of new resources designed to help you make informed financial decisions.

Here's what's new:

✅ Downloadable guides and resources
✅ A dedicated resources section
✅ Financial education webinars
✅ Helpful articles covering a wide range of financial topics, alongside our latest news
✅ Our regular newsletter bulletin is packed with practical tips and insights
✅ The ability to WhatsApp our advisory team

Whether you're:

• Looking to remortgage
• Buying your first home
• Building a buy-to-let portfolio
• Planning for retirement
• Starting to save for the future
• Seeking pension or investment advice
• Looking to protect your family's financial future
..there's something for you.

We'd love you to take a look and, if you know someone who could benefit from independent financial advice, please feel free to share our website with them.

We're here for every chapter.

Take a look here: www.brancasterhouse.co.uk

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11/06/2026

How do you choose the right financial adviser?

It's one of the biggest financial decisions you'll make; yet many people aren't quite sure what questions they should be asking.

Should you choose an independent adviser? What qualifications matter? How important are reviews and ongoing support? And how do you know if an adviser is genuinely the right fit for you?

In our latest article, we explore the key factors to consider when choosing a financial adviser in Norwich, helping you make a more informed decision about your financial future.

Whether you're planning for retirement, investing for the future, growing a business or simply looking for greater financial confidence, this guide is a great place to start.

Read the full article here:
https://www.brancasterhouse.co.uk/post/how-do-i-choose-the-right-financial-adviser-in-norwich

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 m...

28/05/2026

Running a business. Renovating a home. Becoming a dad for the first time.

It’s been a pretty huge year for Norfolk business owner Jack Lenton.

After launching his automation business, welcoming baby Olive into the world and juggling all the chaos that comes with building a future, Jack decided it was time to start thinking longer-term about his finances too.

That’s where Shane and the team at Brancaster House Financial Planning came in.

From pensions and investments to helping create a clearer financial plan around the life he’s building, it’s all about giving business owners confidence in their future; not just their business.

Jack’s story is a reminder that financial planning isn’t just for retirement or “later on”. It’s for right now; when life is moving fast and you want to make smart decisions for yourself and your family.

Want to be more like Jack?

Book in for a 1:1 financial health check with Shane or one of the independent professional advisers at Brancaster House Financial Planning. Email us at [email protected] or call our friendly team on 01603 633344

Read Jack’s story below 👇

https://f.mtr.cool/gkqsmmkxgt

20/05/2026

You heard it here first! We're providing free 1:1 confidential financial planning sessions at the Norfolk Chambers of Commerce hub to members and their staff.

Whether you're an employee or business owner looking for investment advice, retirement education or info on pension consolidation, book a slot. The next one is Tuesday 26th May. But we are there every fortnight.

Go! Before they get booked up!

Brancaster House Financial Planning is offering FREE Financial Planning sessions, exclusively for Norfolk Chamber members this summer... and beyond!

Following the success of their earlier sessions this year, members once again have the opportunity to book a one-to-one appointment with one of Brancaster House’s local, qualified, and independent financial advisers.

The earliest available session will take place next Tuesday afternoon (26th May), at the Norfolk Chambers Business Hub, with additional sessions available throughout June and July.

Whether you’re thinking about pensions, investments, mortgages or long-term planning; this is a valuable opportunity to access initial expert advice without cost.

📅 Upcoming sessions:

• Tuesday 26th May
• Monday 8th June
• Monday 22nd June
• Friday 10th July
• Friday 24th July

Book your session for next Tuesday here:
https://ow.ly/FoYq50Z1FO4

Can’t make that date? Secure your place at one of the other sessions here:
https://ow.ly/iHtc50Z251f

👉 What you need is what we do.