Brancaster House Financial Planning

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

08/04/2026

What’s Happening to Mortgage Rates in 2026?

With ongoing global uncertainty, mortgage rates are sitting slightly higher than usual.

If your deal is ending this year, or you are applying for a new mortgage, this matters. In our latest blog post 'What’s Happening to Mortgage Rates in 2026? A Guide for Borrowers', we break down:

* What’s happening with mortgage rates right now
* How they compare to previous years
* Whether to fix for 2, 3 or 5 years
* And what steps to take next

If your renewal is on the horizon, now is the time to get ahead of it.

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

👉 Book a mortgage appointment with Brancaster House and get a plan in place before your rate changes. Email us at [email protected] or call our friendly independent mortgage advice team on 01603 633344.

16/02/2026

🎥 Money Questions? Let’s Talk About Them.

If you’ve ever thought, “I really should look at that…” when it comes to your finances, this is your sign.

In partnership with the Norfolk Chambers of Commerce, Brancaster House Financial Planning are opening up FREE Financial Health Check sessions for Chamber members and their teams.

Book in for a relaxed 45-minute, one-to-one conversation with an independent financial adviser about your situation - whether that’s personal finances, business finances, or a bit of both.

📆 Launching 23rd February 2026
☀️ Morning & 🌤️ afternoon sessions available each month
🎟️ Free for Chamber members
📍 Pre-book a specific time via the Chamber website

This is about making financial advice approachable and genuinely useful - and giving the business community space to ask the questions that usually get pushed aside.

👉 Watch the video, then book your free session via the Chamber.

12/02/2026

Free Financial Health Checks - Exclusively for Chamber Members

We’re proud to be collaborating with the Norfolk Chambers of Commerce to offer FREE Financial Health Check sessions to Chamber members and their teams.

From 23rd February 2026, Brancaster House Financial Planning will be hosting relaxed, no-pressure 45-minute one-to-one sessions, designed to help you finally tackle those money questions that keep slipping down the to-do list.

💬 Savings
💬 Budgeting
💬 Investments
💬 Mortgages
💬 Or anything else money-related

Each month includes:

☀️ One morning session
🌤️ One afternoon session

🎟️ Completely FREE
📅 Starts 23rd February 2026
📍 Book a specific slot via the Chamber website

Another brilliant Chamber member benefit – and part of Brancaster House’s mission to make financial advice and education accessible, approachable and available to the whole community, including the business community.

👉 Register for a Free Financial Health Check Session via the Chamber here: https://f.mtr.cool/qtceololkq