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Brancaster House Financial Planning

At Brancaster House Financial Planning, our team of experienced financial advisors is devoted to helping you meet your long-term financial goals. We provide personalised advice from our HQ in Norwich, Norfolk, based on your individual aspirations, taking into account both the risks and rewards of any strategy.

Originally established in 2004, we provide a range of financial services for both personal and corporate financial planning including:

·         Mortgages and protection

·         Equity release

·         Pensions

·         Retirement planning

·         Savings and investments

·         Later life care

·         Estate planning

·         Business protection

·         Commercial mortgages

We are here for your whole journey. Our experienced financial planners will guide you through each stage of your life, providing tailored advice and services that enable you to realise your financial goals.

Not sure on your current financial position? We offer a free financial health check for individuals and your business. The health check will help you find out your financial situation and identify any gaps or areas that could be improved. We will then help you plan your financial future to help you achieve your goals.

Get in touch with the Brancaster House Financial Planning team today to find out more.

 

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News from Brancaster House Financial Planning

When Should I Start Looking for My Remortgage Deal?

14 July 2025

Investing in the Next Generation

11 May 2025

The Benefits of Starting Early: Why Paying Into Your Pension at a Young Age is Crucial

13 February 2025

The Benefits of an Employee Benefits Scheme for Business Owners

13 February 2025

Brancaster House launches free financial consultations at Priscilla Bacon Hospice

13 February 2025

Brancaster House shortlisted for Small Business of the Year at the EDP Business Awards

6 November 2025

Brancaster House Backs Hethersett Athletic Juniors

6 November 2025

What the April 2027 Pension Changes Mean for Your Inheritance

23 October 2025

Young Investors Talk in Norwich

20 October 2025

Brancaster House Launches Free Retirement Planning Tool

20 October 2025

From Inflatable Rates to Races

20 October 2025

“What size pension pot do I need?”

20 October 2025

Old Catton FC Sponsorship

20 October 2025

Our Top Tips For Pensions

20 October 2025

Case Study: Securing an Affordable Mortgage with a Mainstream Lender

20 October 2025

What Are the Advantages of Using an Independent Financial Advisor?

7 May 2025

“I’ve Got Multiple Pensions from Different Companies Over the Years… What Do I Do?”

7 May 2025

New Equity Release Guide Launched

7 May 2025

5 Reasons We Love Supporting Priscilla Bacon Hospice Charity

7 May 2025

What Are the Benefits of Using an Independent Mortgage Advisor?

7 May 2025

A Complete Guide to ISAs (Individual Savings Accounts)

7 May 2025

Brancaster in the House at the Royal Norfolk Show

30 June 2025

The Hidden Flaw in Most Retirement Plans: What to Check To See If You’re On Track

30 June 2025

Great feedback for our mortgage advisor Jayne

14 August 2025

Shane’s Shortlisting for Young Advisor of the Year

14 August 2025

Norwich-based financial planning company Brancaster House celebrates management buy-out

21 November 2023

Pension planning – how do I know if I have enough?

17 June 2025

The 3 Pillars of a Strong Pension Plan

15 September 2025

Brancaster House launches new equity release guide

15 September 2025

The True Value of the Broker: How Much Does a Mortgage Adviser Charge?

14 July 2025

“My Business Is My Pension”: Why This Could Be a Risky Assumption

14 July 2025

The Benefits of Cash Flow Analysis: Clarity for Life’s Biggest Financial Decisions

14 July 2025