2020 NMA Winners

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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.