Shane Julian, the 35-year-old director of Brancaster House Financial Planning, based on Cattle Market Street, is in the running for Young Advisor of the Year at the Young Financial Planner Awards 2025.

Mr Julian, who manages more than £45 million in client assets, is helping lead Brancaster House into an era of “inclusive, impact-driven advice”.

This includes expanding its reach beyond traditional high-net-worth clients to serve younger generations.

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He also introduced AI-powered planning tools to enhance productivity and client insights.

Mr Julian said: “Financial planning isn’t just about numbers; it’s about helping people feel confident in their decisions and secure in their future.

“I’m honoured to be recognised and excited to keep learning and growing in this profession.”

His dedication to community impact includes partnering with Priscilla Bacon Hospice to provide free financial advice to patients and families.

Nicholas Halls, joint founder and director of Brancaster House, said: “We’re thrilled to see Shane’s dedication recognised on a national stage.

“His success is a testament to the values we hold as a firm.”