Berry & Oak making a difference

At Berry & Oak we’re long standing supporters of good causes that are important to our clients. During 2019/2020 we have chosen to work alongside Alzheimer’s Society, to help them achieve their goals of finding a cure and supporting everyone living with dementia today.

Alzheimer’s Society is one of the most influential dementia charities currently operating in the UK, providing a range of support services to ensure that no one should face dementia alone. They are the only UK charity who invest in care, cause, cure and prevention of the disease. The work they do is therefore invaluable to huge numbers of people affected by dementia across the UK.

The team at Berry & Oak therefore plan to get involved in a number of fundraising events throughout the year, in order to raise money and support the amazing work done at Alzheimer’s Society. You can find out more about what they do here.

Please visit our just giving page to keep updated with further details and how to donate

Berry & Oak in the community

  • Andrew has been a volunteer Scout Leader at the 1st Tadcaster Scout Group since 2011. He helps develop and deliver a range of activities that help the scouts learn, grow and develop in a safe environment, whilst having fun. This includes helping them to think for themselves, and be more self-sufficient and confident in their own abilities. Some of the children, Andrew has helped since they were Beavers and it’s very rewarding to see them growing up and developing new skills and good values.
  • Andrew is also a member of the Wetherby district executive committee for scouts, which helps oversee and support the governance of the groups in the Wetherby district.
  • Andrew has written a weekly article in the Yorkshire Evening Post (on a thursday), for over 10 years, where he shares financial planning tips and shares his knowledge, to help educate the consumer on financial planning matters.
  • Sarah Elson is the team manager on a voluntary basis for the City of Leeds Basketball Club U14 Boys Gold Team. This involves Sarah using her organisation skills to confirm the games and venues each week, for both the Leeds team and the opposing team, running the kit rota and updating the match results with Basketball England. She also has to make sure all the Leeds players arrive at the right place, at the right time for the matches each week.

Berry & Oak Sponsorship

We also support a number of local events and groups, such as:

Berry & Oak supporting the Financial Services Profession

  • Andrew works with the CISI (Chartered Institute for Securities & Investment) Accredited financial planning firm forum, to promote best practice across the CISI financial planning community. He helps promote the value of financial planning to the wider public and helps financial planners and their firms grow.
  • On a more local level, Andrew works with the CISI Yorkshire committee to put on continuous professional development (CPD) events for local members, to improve their learning, knowledge and skills, to help them run better businesses and deliver great client outcomes.
  • Sarah Elson also helps support the work of the CISI and is on the financial planning editorial panel of the CISI review magazine. This is a quarterly magazine that goes out to all of the members of CISI (financial planners, investment managers and other roles) across the UK with news, insights and analysis about current topics in the profession.


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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