Shane Julian, director of Brancaster House Financial Planning, based in Cattle Market Street, has been shortlisted for Young Advisor of the Year.
Hosted by Money Marketing, the awards celebrate rising stars in the financial planning profession.
Mr Julian, 35, undertook a management buyout of Brancaster House with his business partner Nicholas Halls in 2023.
Shane Julian, director of Brancaster House Financial Planning (Image: Supplied) He now manages more than £45m in client assets – representing half of the firm’s total.
“Financial planning isn’t just about numbers – it’s about helping people feel confident in their decisions and secure in their future,” Mr Julian said.
“I’m honoured to be recognised and excited to keep learning and growing in this profession.”
The winners will be announced at a ceremony in London on October 9.
Shane Julian, director of Brancaster House Financial Planning (Image: Supplied) “We’re thrilled to see Shane’s dedication recognised on a national stage,” added Mr Halls, joint founder and director of Brancaster House Financial Planning.
“His success is a testament to the values we hold as a firm: integrity, empathy, and excellence in client service.”