Who we work with
Approaching retirement
Approaching retirement, you will want to feel confident you have everything in place to live comfortably, free of money worries.
Enjoying retirement
We’ll help you take control of your finances, so that you can enjoy your retirement without the fear of running out of money.
Keeping your wealth in the family
There’s nothing more precious than family. We can help you ensure their financial future is secure and your wealth is protected.
Our accreditations
When it comes to your money, you want someone who knows what they’re doing. Our accreditations tell you we’re all highly qualified, have many years’ experience and work to the highest professional and ethical standards.
Awards
We’re delighted to have won a number of prestigious financial services awards. We feel it is an incredible achievement just to be shortlisted, particularly when we are often competing on a national stage against significantly larger financial organisations.
To be crowned the winner is very humbling and a testament to all the hard work the Berry & Oak team put in, to best serve our clients, help the profession grow and give back to our local community.
View allReady to talk?
If you want to know more about getting the most out of your finances for your retirement, investing or estate planning, please get in touch. You can send us an email or use the direct message box at the bottom of this page. Or call us and we can chat through your needs and, if you are ready, make an appointment to better understand how we can help.
Our latest client survey results
100%
of our clients are confident in the technical abilities and knowledge of their adviser
100%
of our clients feel informed and reassured after their annual review meeting
83%
of our clients are extremely likely or very likely to recommend us to others
Andrew has made us aware of all aspects of the planning process in ways easy to understand and in a way that is never rushed or shrouded with jargon. His work has been very thorough with attention to every detail. He has been an invaluable source of help and advice, and we look forward to maintaining contact for many years to come. Andrew was recommended to us, and we in turn recommend him as an excellent Financial Adviser and Planner, with good advice, good knowledge and a genuinely caring approach to his clients.
Mr & Mrs J LytheLeeds
We really feel part of a "family". This is due to the care and consideration you have both shown to us over the years. You show a concern not only to our financial needs, but also taking into account the history of our family, and where the future for them may be! This is what makes you as a "partnership" very, very special to us.
Dr & Mrs K PeacockGrimsby
Approaching retirement
Andrew… explained everything in an easy-to-understand way. The one-hour meeting went on for almost three hours but because it was so interesting the time flew by.
Mr & Mrs P McCluskeyPontefract
Approaching retirement
New ideas raised and options offered which I would not have thought of. Friendly approach with great comfort in being able to raise any matters.
Dr N KitchenMaltby
Approaching retirement
Andrew cares about us and our family's wellbeing. He offers a personal service that suits our needs and tailors our financial planning accordingly. He is incredibly knowledgeable but has an ability to describe complex issues in a straightforward way. He has completely sorted out our financial situation and we don't know how we would manage without him.
Mrs K TunstallOtley
Keeping your wealth in the family
I have known Andrew a long time, but more recently he has been acting as my Financial Adviser. In this time he has provided some very useful information, insights, options and advice on key financial decisions. His style is always supportive, tailored and unhurried. I feel he is one of a few advisers I can trust.
Mr R MountainWarrington
I have used Andrew for over ten years now. He knows the business very well and presents all possible options to allow you to decide for yourself the best fit solution. He is friendly and freely gives advice without making you feel pressured. I would have no hesitation in recommending him for investment advice.
Mr N HopwoodWakefield
Andrew was extremely professional and guided us through the maze that is the financial world. He took the time to really understand our position, explained very clearly a number of options and the implications of each. Most importantly everything was conducted in a clear manner, helping us make the decisions.
Mr & Mrs M ErwinWetherby
I wanted to say a big thank you for the way you have guided us through the whole process. We have really appreciated your patience, clear explanations, lack of judgement about how we have saved so little so far, and your grounded approach. It has made what could have been a very confusing and uncertain process, seem far less intimidating. It’s been a pleasure "working" with you.
Mr & Mrs C CardenLeeds
Andrew was very welcoming and immediately easy to get along with. His professionalism stood out and we were quite confident that we had made the correct choice for dealing with our financial affairs. We are looking forward to a long and rewarding relationship.
ClientNorth Yorkshire