Brancaster House Financial Planning

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.

14/05/2026

Should you fix your mortgage now… or wait and hope rates fall in 2026?

It’s one of the biggest financial questions homeowners are asking us right now; and the answer isn’t always straightforward.

While future rate drops are possible, waiting comes with uncertainty. Fixing now could offer stability, but timing your move properly could save you money.

https://f.mtr.cool/koyfjcvcjs

In our latest article, we break down:

• What current forecasts are suggesting
• The pros and cons of fixing now
• The risks of waiting
• Why your personal circumstances matter most

Before making a major mortgage decision based on headlines alone, make sure you understand your options.

If you’d like personalised support, Brancaster House offers a free independent initial mortgage consultation to help you make the right move. Call us on 01603 633344 or email [email protected] to book.

If you’re a homeowner or buyer wondering whether now is the right time to secure a fixed mortgage deal, you’re not alone. With ongoing speculation around the mortgage rates forecast UK 2026, many Norfolk homeowners are asking the same question:Should I fix my mortgage now, or hold off in the hop...

06/05/2026

Running a business means protecting more than just today’s operations; it means safeguarding what you’ve built for the future.

We’re proud to share another 5-star review for Shane and the Brancaster House team:

"Shane at Brancaster House has looked after our corporate insurance needs for several years, and his support has been consistently exceptional. He brings workable, well-considered solutions delivered with compassion, understanding, efficiency and genuine warmth. Nothing is ever too much trouble, and he instils real confidence in our decision-making."

At Brancaster House Financial Planning, we support business owners with tailored corporate protection solutions, including:

* Key person insurance
* Shareholder and partnership protection
* Relevant life cover
* Executive income protection
* Business loan protection

The right protection strategy helps ensure your business remains resilient, protects key individuals, and supports continuity should the unexpected happen.

If you’re a business owner looking to protect your company, your team and your long-term legacy, Brancaster House can help.

Book your consultation today and ensure the business you’ve worked hard to build is properly protected.

28/04/2026

28/04/2026

You’ve worked hard to build your business, but have you protected it?

Too many business owners focus on growth while overlooking key areas such as business protection, income resilience, and succession planning.

Protecting what you’ve built is just as important as building it. If the unexpected happened tomorrow, would your business be secure?

Read our latest blog post here: https://www.brancasterhouse.co.uk/post/protecting-what-you-ve-built-financial-protection-for-business-owners-in-norwich-norfolk

17/04/2026

Most financial planners can support your team with an employee benefits package. But we do things a little differently.

The typical elements include:

- Workplace pension schemes (auto-enrolment, employer contributions)

- Salary sacrifice arrangements

- Group life assurance (death in service)

- Group income protection

- Critical illness cover

- Private medical insurance (PMI)

- Employee Assistance Programmes (EAPs)

- Wellbeing platforms / perks portals

All important; all expected.

But what’s often missing?

Financial education. Our one-to-one financial advice sessions go beyond the standard offering, giving employees practical, easy-to-understand guidance tailored to them.

Helping reduce financial stress, build confidence, and support overall wellbeing across your business.

Don't just take our word for it. Here is Amy Church with some great initial feedback on the 1:1s that we are arranging within the Lucas & Wyllys Solicitors team:

“Introducing one-to-one financial advice sessions for our team has added real value to our employee offering. Shane from Brancaster House provides practical, easy-to-understand advice that resonates with our staff, including members of the senior team. The sessions have been useful in terms of supporting people’s wellbeing, which helps us as a whole across the business.”

We're here for every chapter. Contact our friendly team today to find out how we might assist your business with a comprehensive employee benefits scheme by calling 01603 633344 or emailing [email protected].



Lucas & Wyllys Solicitors