Citywire New Model Adviser of the Year Award 2021

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We are thrilled to announce that Berry & Oak have been awarded the “Citywire New Model Adviser of the Year Award 2021 for the North.” This is the third consecutive year we have won this award and is a testament to the excellent work our team do on behalf of our clients.

 

The awards recognise the top financial planning firms across the UK and are based on a number of factors such as the level of staff qualifications, having a well thought out investment proposition, good use of technology, willingness to share best practice and to educate clients, as well as investing in the next generation of new talent in the financial services profession.

Andrew & Sarah received the award on behalf of Berry & Oak saying “We are absolutely thrilled to achieve this award. There are so many fantastic firms in the North so to come out on top, especially for the third year running is just absolutely amazing. We would like to say thank you to all of the Berry & Oak team. You have been there for each other and to help us grow the business and support our clients and our community through what’s been a very difficult year for everybody”

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