Chartered Financial Planners for family and for life


As well as sharing our life together, we’ve always shared a determination and dedication to do things a bit differently. That’s particularly true when it comes to our business.

The seeds of Berry & Oak were sown because we wanted to give our clients an exceptional and independent service. It was also important to us that we had the time to really get to know the clients we worked with. We knew there was a better way. Berry & Oak was established and we haven’t looked back.

Where did the Berry & Oak name come from?

Sarah and Andrew liked the name on so many levels – it reflects their close partnership but also represents the balance between dreams and potential, wisdom and stability.

When you think of the word ‘berry’, it conjures up images of potential, pleasure and an abundant yield. It’s the rewards of a good harvest – you’ve done all the hard work and now it should be time to sit back and enjoy the fruits of your labours.

Likewise, when you think of the word ‘oak’, you think of something that’s noble, wise and enduring. It’s the knowledge and advice you can trust. It’s solid, dependable and will be around for years to come.

But it’s the partnership between the berry and the oak that really struck a chord. It’s about balance – the legacy and the reward, the wisdom and the enjoyment. And this natural partnership perfectly sums up the marriage and business relationship between Sarah & Andrew. It’s all about putting in the work, over many years, but then being able to sit back and make the most of the rewards that come your way.

Why we’re different

At Berry & Oak, we take the time to get to know each-and-every one of our clients; what you want from life, what you enjoy doing and where you want to be.

From the very first minute, we want you to feel like part of our family – and that you’re working with people you can trust. We’re all highly qualified, really care about giving the best advice and go that extra mile to give you an outstanding service.

We’re extremely proud of what we’ve achieved over the years. Our aim now, is to continue to be the best at what we do and offer our expert advice to even more clients.

Berry & Oak will help you and your family live the life you want, while freeing you from worries about what the future might hold.

Our Vision

  At Berry & Oak, we believe you can achieve the lifestyle you want for you and your … Read more >

Giving Back

Berry & Oak making a difference At Berry & Oak we’re long standing supporters of good causes that … Read more >

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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