A new strategic collaboration between two Norfolk companies will see families across Norfolk benefit from clearer, more joined-up legal and financial advice – particularly at times of stress, vulnerability and major life change.
The partnership between Lucas & Wyllys solicitors and Brancaster House Financial Planning will see families across Norfolk benefit from clearer, more joined-up legal and financial advice – particularly at times of stress, vulnerability and major life change.
As part of the collaboration, Brancaster House Financial Planning is launching a dedicated Deputyship financial advice service, working alongside Lucas & Wyllys to support families where an individual does not have a Power of Attorney in place and no longer has the capacity to make sound financial decisions.
Lucas & Wyllys regularly advise families on Court of Protection and deputyship applications where an individual has lost mental capacity. Under the new arrangement, Lucas & Wyllys will instruct Brancaster House Financial Planning to provide specialist, regulated financial advice in these cases.
The Deputyship service is designed to support families and appointed deputies by:
- · Providing clear, compliant financial advice where capacity has been lost
- · Helping manage assets, income and ongoing financial decisions responsibly
- · Reducing stress for families navigating complex legal and financial processes
- · Ensuring decisions are made in the best interests of the individual
Shane Julian, Managing Director of Brancaster House Financial Planning, said:
“Where no Power of Attorney exists, families are often faced with urgent and complex financial decisions at an already emotional time. Our new Deputyship service allows us to work closely with Lucas & Wyllys to provide clear, regulated financial advice that supports families and deputies to act confidently and in the individual’s best interests.”
By aligning legal expertise with independent financial planning, the collaboration ensures that families receive joined-up support throughout the Court of Protection process, rather than having to coordinate advisers themselves.
Amy Church, Managing Partner at Lucas & Wyllys, added:
“In deputyship matters, clarity and coordination are essential. This collaboration allows us to ensure families have access to trusted financial planning support when no Power of Attorney is in place, helping protect the individual and providing reassurance to those acting on their behalf.”
As awareness of Powers of Attorney grows, there remains a significant number of families who only seek advice after capacity has already been lost. The new Deputyship service reflects increasing demand for integrated legal and financial expertise in these situations.
Through this strategic collaboration, Lucas & Wyllys and Brancaster House Financial Planning aim to improve outcomes for families by delivering structured, ethical and fully regulated support when it is most needed.