Shane Julian, director at Brancaster House Financial Planning, has been shortlisted for Young Advisor of the Year East and & West Midlands at the inaugural Young Financial Planner Awards 2025, hosted by Money Marketing.
This prestigious new awards programme is designed to spotlight the rising stars of financial planning – those who are bringing fresh thinking, energy, and impact to a profession that’s undergoing significant change.
Why These Awards Matter
The financial advice sector is at a crossroads. With many experienced advisers set to retire in the coming years, and fewer young professionals entering the field, the future of financial planning depends on nurturing and recognising new talent.
The Young Financial Planner Awards (YFPAs) aim to do just that. Whether nominees are graduate trainees, paraplanners, or early-career financial planners, the awards celebrate those who are already making a difference—through client care, innovation, and a genuine passion for helping people navigate life’s financial decisions.
Shane’s Journey and Impact
Shane joined Brancaster House with a clear mission: to provide thoughtful, personalised financial advice that empowers clients at every stage of life. His approach is rooted in empathy, clarity, and strategic insight – qualities that have quickly earned him the trust of clients and colleagues alike.
From helping first-time buyers secure their dream homes to guiding young families through long-term planning, Shane has shown exceptional promise and professionalism. His shortlisting for Young Advisor of the Year is a testament to his dedication and the positive impact he’s already making.
“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.” – Shane
About the Awards Ceremony
The YFPAs will take place on Thursday 9 October 2025 at Convene, 155 Bishopsgate, London, following the MMI London Conference. The event will bring together early-career professionals, industry leaders, and supporters to celebrate innovation, potential, and the future of financial advice.
Looking Ahead
At Brancaster House, we believe in supporting the next generation of financial planners. Shane’s recognition is not only a personal achievement – it’s a reflection of our commitment to nurturing talent, investing in professional development, and ensuring our clients benefit from forward-thinking advice.
We’re excited to see where Shane’s journey takes him next, and we’ll be cheering him on at the awards ceremony in October.
Congratulations, Shane – from all of us at Brancaster House. We’re here for your whole journey 🙂