Tuesday, 14 November 2023 00:00

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

Written by  Rechenda Smith of Nurture Marketing
Rate this item
(1 Vote)
Images: Paul Macro Photography / Brancaster House Images: Paul Macro Photography / Brancaster House

A Norwich-based financial planning company is celebrating its next chapter after a management buy-out by two employees. Brancaster House Financial Planning, based on Castle Meadow in Norwich, is now being run by Nick Halls and Shane Julian, joint Managing Directors, who have worked for the company before stepping into their new roles as co-owners.

Established originally in 2004, Brancaster House provides financial planning services including mortgages, equity release, pensions and investments. team of six is committed to its ethos of ‘financial advice for all’, supporting people at every stage of life. 

Shane Julian said: “It’s been a long-term aspiration of both of ours to either set up our own IFA practices or to be involved in a co-ownership of an IFA business. But it’s not often that you’re given the opportunity to buy an established business from within. We feel buying a business that we both already know the inner workings of and have been involved in running previously is an extremely good position to be in. Even more so when compared to starting from scratch with the regulation that encompasses the financial services industry.”

One of the largest initiatives that the pair are championing is access to financial education for all.

Shane added: “We are aware that financial firms sometimes place a significant emphasis on clients that have substantial reserves and that everyone from all walks of life deserves the opportunity to learn what to do with their resources. Making strong financial decisions shouldn’t be reserved for the few.”

image002-11.jpg

Nick Halls shared his thoughts on the journey: “The next chapter for the business doesn’t mean any change for the clients that are already on board. The team will continue to provide financial advice in the same way they always have – but now with us leading the charge with Scott, our Chartered Financial Planner who will continue to hold a senior position in the business as a shareholder and experienced member of the team.”

image003-7.jpg

 

Brancaster House aims to be with its clients for the entirety of their financial journey. From their first pension advice, all the way through legacy planning after retirement. 

For more information about Brancaster House, please visit: http://www.brancasterhouse.co.uk

Last modified on Tuesday, 14 November 2023 11:01

Visit the following businesses

cache/resized/9c5c21c9b55060062dd30f2882cd0025.png
Dereham Windmill
Dereham Windmill was built in 1835 and is a five-storey brick tower mill with a boat shaped cap winded by a six bladed fantail.  Rescued from dereliction in the 1980s, the mill was recently restored in 2003 as an exhibition ...
Explore
cache/resized/d2689ce3f2e98d51f4f1487956a39fdd.jpg
North Norfolk EPCs
North Norfolk EPCs is a qualified, accredited energy assessment business offering a fast, friendly and efficient service to our clients. We are able to provide domestic Energy Performance Certificates (EPCs) throughout North Norfolk and surrounding ...
Explore
cache/resized/2795ffd277c93789c78890bc4512e87e.jpg
Stuart House Hotel
We are a small family run hotel situated in its own grounds and just a short walk from the centre of the historical town and port of Kings Lynn. The original house dates back to Victorian times when it was the private residence of a prominent King's ...
Explore
cache/resized/dbd2c42caa571666988065c131b26346.jpg
Lathams of Potter Heigham
For 60 years, Lathams discount store has been offering a vast shopping experience and amazing prices in the heart of the Norfolk Broads. It has everything from great value everyday essentials including groceries, toiletries and DIY to ...
Explore
cache/resized/d01e3fa955f40e6274c327ea3268deca.png
Dean Price Horticulture
Dean Price Horticulture new feature page is currently in development and will be coming soon.  In the meantime please see www.deanpricehorticulture.co.uk  Alternatively please e-mail Dean at This email address is being protected from spambots. You need JavaScript enabled to view it. or Jodie ...
Explore
cache/resized/f8a623f767721a4cb7be2bd1fb42872a.jpg
Gibsons Electrical
I am a Registered Electrician with NAPIT (Id 71464) available for all domestic electrical work ensuring full compliance with part P of the building regulations including all required certification. In addition, I also have extensive experience in ...
Explore
benefits banner

Newsletter

© All Things Norfolk 2008 - 2024
Email This email address is being protected from spambots. You need JavaScript enabled to view it.