You're in safe hands with Berry & Oak

Winner of the CISI Accredited Financial Planning Firm™ of the Year Award 2019

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We are a multi award-winning firm of Chartered financial planners. Our purpose is to give you and your family the confidence and support to live the life you want with clear, considerate independent financial planning. Our advice is delivered with care.

About us
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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.

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Client stories

Advice delivered with care - especially for you

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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.

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We’re an Accredited Financial Planning Firm™

The Chartered Institute for Securities and Investments (CISI) sets standards of professional excellence and integrity for the Securities, Investment and Financial Planning industry. As one of just 65 Accredited Firms in the UK, we are recognised as leaders in our profession, demonstrating the ultimate in professionalism through the calibre of the service we provide.

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We are a Chartered firm

We are one of only 900 firms in the country to be awarded the prestigious title of Chartered Financial Planners by the Chartered Insurance Institute (CII). Being a Chartered firm means that we’re committed to continuing professional development and must follow a demanding Code of Ethics set by the Chartered Insurance Institute (CII).

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We hold International Standard – ISO9001

We are a proud member of the ISO 9001 family, a standard that is based on a number of sophisticated quality management principles designed to ensure we are consistently meeting our clients' needs. These include a customer focus, strongly motivated management, continual improvement and a process-led approach.

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SOLLA accredited membership

Andrew is an accredited member of the SOLLA Retirement Advice Standard. That means he is fully qualified in delivering specialised advice on complex decisions surrounding investment, annuities, using property to supplement income, later life care and most importantly, looking after you and your family throughout retirement.

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SIFA Professional

Berry & Oak is a member of Solicitors for Independent Financial Advice (SIFA). We are listed on the Law Society-endorsed Directory of Professional Financial Advisers. The SIFA Directory only lists firms which are trusted, free from the influence of third parties and who specialise in working professional partners.

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We committed to the Women in Finance Charter

Berry & Oak is committed to supporting a fair and ethical workplace for all of our colleagues. We will always employ the most suitable person for each job role, irrespective of gender and monitor diversity on applications, however, we are passionate about encouraging more women into our profession, which is generally still predominately male.

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PFS Financial Vulnerability Charter

We are signatories of the PFS Financial Vulnerability Charter. You can read the nine statements contained in the Charter which we’re signed to and which underpin our commitment to ensuring all clients in vulnerable circumstances are dealt with ethically, compassionately, empathetically and effectively.

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VouchedFor

Andrew is featured on VouchedFor, the UK’s leading customer review site for financial advisers, mortgage advisers, solicitors and accountants. You can read reviews Andrew's clients have written about him by clicking on the VouchedFor widget on Andrew's team member page.

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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.

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Winner for the North - New Model Adviser Awards 2021

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Winner for the North - New Model Adviser Conference & Awards 2020

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Winner for the North - New Model Adviser Conference & Awards 2019

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New Model Adviser Top 100 2021

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New Model Adviser Top 100 2020

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New Model Adviser Top 100 2019

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Professional Adviser Tax-Efficient Adviser of the Year 2021

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Moneyfacts Retirement Adviser of the year 2018

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Adviser Firm of the year – North East 2020

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Adviser Firm of the year – North East 2019

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Retirement Planner– Best Individual Pensions Advice Firm of the Year Award 2019 – The North and Scotland

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CISI Accredited Financial Planning Firm™ of the Year Award 2019

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Yorkshire Financial Awards – Best Employer 2019

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Best Client Engagement (Advisers) 2020

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Adviser Firm of the year – UK 2020

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New Model Adviser Top 100 - 2018

Ready 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.

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