We are delighted to announce that Berry & Oak has been named as a New Model Adviser® Top 100 Financial Planning firm in the UK  for the third year running.

The New Model Adviser Top 100 is based on a point-scoring system, approved by AKG.

There are many factors that New Model Adviser®  review to help decide who makes the list, including but not limited to:

  • Evidence of well-qualified staff;
  • Robust investment propositions;
  • Carefully segmented client bases;
  • Good use of technology;
  • Willingness to share best practice;
  • Client education;
  • Recruitment
  • Contribution to professional standards.

We are extremely proud to have made the shortlist and received this well regarded recognition of the hard work of the whole Berry & Oak team. It’s an honour to be recognised alongside so many of our professional peers around the country.

Providing a financial planning service to our clients where they feel like part of the Berry & Oak family is at the heart of everything we do and we feel this year this has been particularly important, as we live through the Covid-19 pandemic with you all.

We shall continue to focus on the delivery of excellent client service to complement our investment and financial planning advice as we move into 2021.

Ready to talk?

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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