
Gifting rules and inheritance tax, what you might not know
Following an in depth study conducted by the National Centre for Social Research (NCSR) and the Institute for … Read more >
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.
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.
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.
Following an in depth study conducted by the National Centre for Social Research (NCSR) and the Institute for … Read more >
Over the last 3 years, Berry & Oak have been delighted to win a number of prestigious awards … Read more >
A year ago, Rishi Sunak delivered his first Budget just as the pandemic began to take hold. While … Read more >
If you’ve been wondering what you need to do next with your financial planning, or want to know more about getting the most out of your finances for retirement planning, investing or estate planning, please talk to us.
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Copyright © 2021 Berry & Oak
Berry & Oak is a trading name of Berry & Oak Ltd, which is authorised and regulated by the Financial Conduct Authority, FRN 787328. Registered Office: Boston House, 214 High Street, Boston Spa, West Yorkshire LS23 6AD. Berry & Oak Ltd is registered in England under Number 09940516. The guidance and/or advice contained in this website is subject to the UK regulatory regime and is therefore restricted to consumers based in the UK. The Financial Conduct Authority does not regulate Tax Advice.