At Lucas & Wyllys, we know that our clients’ needs don’t stop at legal advice. Many of the people we support also need trusted financial guidance, whether they’re planning for the future, managing a loved one’s affairs or navigating significant life events.

That’s why we’ve been proud to work in partnership with Norwich-based Brancaster House Financial Planning over the past few years.

As two independent Norfolk businesses, we share many of the same values; building long-term relationships, offering clear and honest advice, and putting our clients’ best interests at the heart of everything we do.

Having a trusted financial planning partner means we can introduce clients to experienced advisers when appropriate, helping to ensure they receive joined-up support across both their legal and financial affairs.

It’s a collaborative approach that benefits everyone and gives our clients confidence that they’re receiving advice from professionals who understand their wider circumstances.

Supporting clients beyond legal advice

Solicitors are often involved at some of the most significant moments in people’s lives. From preparing Wills and Lasting Powers of Attorney to supporting families through Court of Protection matters and Deputyship arrangements, legal advice forms an important part of the journey.

However, alongside the legal considerations are often important financial questions.

  • How should funds be invested?
  • How can someone’s finances be managed in their best interests?
  • How can families plan for the future with confidence?
  • What happens when circumstances change?

By working alongside Brancaster House Financial Planning, our clients can access specialist financial advice that complements the legal support they are already receiving, ensuring every aspect of their situation is carefully considered.

Working together for clients under Deputyship

One area where our partnership is particularly valuable is Deputyship.

When the Court of Protection appoints a Deputy to make financial decisions on behalf of someone who lacks mental capacity, there are often significant financial responsibilities involved. Managing investments, considering long-term financial security, reviewing income requirements and ensuring assets are managed appropriately all require careful planning.

By working closely together, Lucas & Wyllys and Brancaster House Financial Planning can provide a joined-up approach, with legal and financial professionals working towards the same objective; making decisions that are in the individual’s best interests while helping to safeguard their financial future.

Supporting our own people too

Our relationship with Brancaster House extends beyond client referrals.

Recently, Shane Julian has delivered financial wellbeing sessions for our colleagues, helping them better understand topics such as pensions, protection, investments and longer-term financial planning.

It’s something we’ve been pleased to offer because financial wellbeing isn’t just important for clients; it’s equally valuable for the people within our own business.

Better outcomes through collaboration

No single professional can provide every answer.

The best outcomes are often achieved when specialists work together, sharing knowledge and expertise to support clients from different perspectives.

For our clients, this means greater confidence, better communication and the reassurance that their solicitor and financial planner are working collaboratively towards the same goal.

As two independent Norfolk firms, we’re proud of the relationship we’ve built over the years and look forward to continuing to work together to provide clients with the joined-up advice they deserve.

For more information about Brancaster House Financial Planning, please visit www.brancasterhouse.co.uk