Brancaster House Financial Planning – Our New Strategic Partner!
Financial Planning that Works as Hard as You Do!
Running a business is no small feat. Juggling staff, clients, and cashflow often means personal finances take a back seat. But for business owners and company directors, personal and business finances go hand in hand—and with the right planning, both can work harder to support your future.
That’s exactly what Brancaster House Financial Planning help with. They are independent financial planners based in Norwich who specialise in financial planning for business owners, entrepreneurs, and company directors.
Key goal? To help you turn your hard work into long-term financial freedom.
Expert Financial Advice for Business Owners
As a business owner, you benefit from unique opportunities—and responsibilities—when building wealth. From pension planning through your business to tax-efficient investment strategies, each decision you make plays a vital role in shaping your future.
Brancaster House Financial Planning can help you with:
• Build a business-backed retirement plan – maximise pension contributions through your company and take advantage of tax reliefs available to directors
• Protect what matters most – ensure your income, business partners, and family are financially secure with the right insurance and protection plans
• Create a long-term wealth strategy – invest intelligently to grow your personal and business assets
• Plan your exit – develop a clear succession or business sale plan so you can step away confidently when the time is right
At Brancaster House their financial planning for directors is about more than products — it’s about offering advice and helping you make strategic choices that secure your lifestyle now and in the future.
Truly Independent
As independent financial planners, based in Norfolk, serving clients across East Anglia, Brancaster House are not tied to any providers. That means they can search the entire market to find the best pensions, investments, protection policies, and mortgages for your circumstances.
Our services include:
• Pension and Retirement Planning - including pensions for directors and business owners
• Investment and Wealth Management
• Life, Income, and Business Protection
• Inheritance and Estate Planning
• Mortgage and Property Finance
Imagine having a dedicated professional to demystify complex investment products, tailor a roadmap for your unique goals, and fortify your financial security. Every recommendation is tailored to your goals; with professional advice you can trust.
Aston Shaw Accountancy and Brancaster House Financial Planning
We’re proud to collaborate with Brancaster House Financial Planning, offering our clients a joined-up approach to financial and tax planning for the whole journey. By combining the expertise of your accountant and your financial adviser, you can ensure your tax strategy, cashflow, and investment plans all work seamlessly together.
Because when your financial professionals work in harmony, so does your money.
Contact Us
If you would like some tailored initial advice, we would be delighted to arrange for you to have a free financial health check with Brancaster House Financial Planning. If you would like to learn more, please email us at referrals@astonshaw.co.uk and we will be delighted to connect you.