We are thrilled to announce that Berry & Oak have been awarded the “Citywire New Model Adviser of the … Read more >
Advice delivered with care - especially for you.
It's not every day you find the perfect partnership,
but when you do, life is good.
Your journey with us
ABOUT THE COMPANY
Right from the start, we knew that by working hard and caring a bit more, we would create partnerships that stand the test of time. And our founders, Andrew and Sarah, know a thing or two about that, as they’ve been marriage partners and business partners for a very long time!
We’re totally committed to helping you and your family live the life you want, while freeing you from worries about what the future might hold. We do that through expert financial advice, intelligent planning and a willingness to always go that extra mile.
Talk to Berry & Oak and find your partner for life.
What our clients say
“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.”
“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.”
“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.”
“Andrew cares about us and our family's well-being. 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.”
“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.”
“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.”
“We were very impressed with Andrew, he explained everything in an easy to understand way. The one hour meeting went on for almost 3 hours but because it was so interesting the time flew by. We have now employed Andrew to plan our finances we will be meeting him again in a couple of weeks’ time to go through the plan. We hope to have a clear strategy going into our retirement with Andrew helping us along the way.”
“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.”
“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.”
“Over the years, both Mrs P & I have followed both your and Andrews continuing development. We have watched with interest and pride, the progressive enhancement of Berry & Oak. 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.”
Adviser Firm of the year - UK
This award seeks to award and highlight “outstanding financial advice processes” by the completion of a complex case study, along with a detailed submission explaining about Berry & Oak as a firm and how we assess and manage risk in our business, for both ourselves and our clients.
We’re one of only 700 firms in the country to be awarded the prestigious title of Chartered Financial Planners by the Chartered Insurance Institute.
The Chartered Institute for Securities and Investments (CISI) sets standards of professional excellence and integrity for the securities, investment and Financial Planning industry.
Your Opinion Matters
At Berry & Oak we actively listen to and respond to the opinions of each and every one of our clients. We always maximise opportunities to gain their feedback and ensure we deliver exceptional service throughout every aspect of our business. In order to achieve this, we undertake a regular client survey from which we review the results and make improvements and enhancements to our service proposition. Our last satisfaction survey was completed in the summer of 2019, from which you can find the highlights detailed below.
We are very grateful to everyone who took part, your contribution is invaluable to us.
100% of our clients feel informed and reassured after their annual review meeting.
100% of our clients are confident in the technical knowledge and ability of their adviser.
100% of our clients agree that their adviser takes time to understand their needs and aspirations.