At Berry & Oak Ltd, we are so excited to announce that on September 19th, we were awarded … Read more >
You're in very safe hands with Berry & Oak
When it comes to your money, you want someone who knows what they’re doing. So it’s good to know that we’re all professionally qualified, have many years’ experience and work to the highest professional standards.
Here are some of our awards and accreditations:
CISI Accredited Financial Planning Firm TM
The Chartered Institute for Securities and Investments (CISI) sets standards of professional excellence and integrity for the securities, investment and Financial Planning industry. It also provides qualifications and promotes the highest level of competence to its members, individuals and firms. As an Accredited Financial Planning Firm ™ we meet the CISI’s rigorous ethics, experience, competence and professional practice standards. Currently there are less than 80 firms in the UK to receive this accreditation.
Chartered Financial Planner Firm
We’re one of only 700 firms in the country to be awarded the prestigious title of Chartered Financial Planners by the Chartered Insurance Institute. It shows how committed we are to developing and maintaining the knowledge and capability of our people so we can deliver the highest quality advice.For more information click here.
It also means that we’re committed to continuing professional development and must follow a demanding Code of Ethics set by the Chartered Insurance Institute (CII). You can view the Code here.
If you’d like to find out more about the benefits of working with a Chartered Financial Planner, you can watch our short video.
New Model Adviser Firm of the North award
Berry & Oak were shortlisted for this award in 2017 and 2018. We came very close in both years and hopefully 2019 will be our year!
We’re delighted that our clients see our commitment to the highest levels of service and are happy to tell others about it. Thanks to their feedback on Vouched For, a review site for independent financial advisers, Andrew has been rated as a ‘UK Top Rated IFA’. For more information click here.
ISO 22222 was created to achieve and promote consumer confidence by providing an internationally agreed benchmark for a high global standard of personal financial advice.
As holders of this standard, we have to adhere to specific requirements and follow a framework that covers ethical behaviour, competencies and experience. We are very pleased that all of our advisers passed this standard first time. For more information click here.
We are currently finalists for the MoneyFacts “Retirement Adviser of the year”. The winners will be announced at an awards ceremony on the 18th September 2018.
Sarah Elson is currently nominated for the “Leader of the year” in the “Professional Adviser Women in Financial Advice Awards 2018” The winners will be announced at an awards ceremony on the 10th October 2018
We were finalists for the Retirement Planner “Best Individual Pensions Advice Firm of the year” For the North and Scotland Area in 2018. We were very proud to have made it to the top 5 finalists in this category.
The Financial Services Register
The Financial Services Register is a public record of firms, individuals and other bodies that are, or have been, regulated by the Financial Conduct Authority. This is the link to our record, click here.
Registering a complaint
If you wish to register a complaint, please write to the Head of Compliance & Governance, Berry & Oak, Boston House, 212-214 High Street, Boston Spa, West Yorkshire LS23 6AD or contact us by phone: Tel: 01937 223055.
If you cannot settle your complaint with us, you may be entitled to refer it to the Financial Ombudsman: click here.