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.”
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.”
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.
