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Launching a business. Renovating a home. Becoming a first-time parent.
For most people, doing just one of those things in a year would be enough. For Jack Lenton, owner of Toki, 2026 has brought all three.
Jack recently launched Toki, helping small businesses across East Anglia use automation – as a ClickUp Verified Consultant – to streamline processes, save time and work smarter. As if starting a business wasn’t enough, he and his partner also welcomed their first baby, Olive, into the world this year while taking on a renovation project too.
It’s fair to say life is moving quickly.
Jack first met Brancaster House Financial Planning’s Shane Julian at a local networking event and, after chatting, decided to book in for a complimentary financial health check.
What started as an initial conversation led to a session looking at Jack’s pension and the wider foundations needed to support both his growing family and growing business.
When life changes happen all at once, it’s easy for financial planning to slip down the priority list.
When you’re juggling business decisions, sleepless nights with a newborn and choosing paint colours or kitchen designs, pensions and future planning can feel like something you’ll “sort later.”
But building solid foundations early can make a significant difference.
Professional financial advice isn’t just for retirement or when you’ve built wealth; it’s about creating structure, understanding options and making sure today’s decisions support tomorrow’s goals.
For entrepreneurs especially, having a plan can provide confidence when so many other parts of life feel uncertain.
Jack said:
“This year has been a whirlwind of fun. Starting a business, renovating a property and becoming a dad all at once definitely focuses your mind on the future.
I wanted to start putting proper foundations in place rather than just hoping I’m making the right decisions. Meeting Shane and having that initial financial health check made things feel much clearer and gave me confidence that I’m starting to think about these things in the right way.
As a business owner, it’s easy to put yourself last because you’re so focused on clients and building the business. Getting professional advice feels like an investment in future me and my family.”
Shane Julian, Co-Owner and Managing Director at Brancaster House Financial Planning, said:
“We often meet people at key transition points in life; starting businesses, becoming parents, buying homes or planning for retirement. These moments are often when financial advice can have the biggest impact.
Jack is building something exciting with Toki and has a lot going on personally, too. Taking time now to put strong financial foundations in place can help create flexibility and confidence for whatever comes next.”
Life doesn’t always slow down enough for us to feel “ready” to think about our finances.
Sometimes the best time to start is simply now.
Whether you’re launching a business, growing a family, planning retirement or just want to understand if you’re on the right track, a financial health check can help give you clarity and direction.
Because strong futures often start with small conversations.
Book your free financial health check with Brancaster House Financial Planning today.