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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.
The British Standard
BS 8577 is a British Standard designed to assess and award financial planning firms who can demonstrate that they have the operational framework in place to deliver a first class service to their clients. Berry & Oak was awarded the standard in October 2018, making us one of a small but growing group of financial planning firms in the UK to have achieved this prestigious award. The service that we provide to our clients is of the upmost importance and in order to benchmark our service and internal processes against the British Standard of best practice, the business entered into a rigorous process of assessment. The Feedback from our assessment was “The business is well organised, with good processes in place and together this has created a solid foundation of best practice, from which to achieve all their ambitions. Very well done!”
Internation Standard – ISO 22222
International Standard – 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.
International Standard – ISO9001
We are a proud member of the ISO 9001 family, a standard that is based upon a number of sophisticated quality management principles. These include a customer focus, strongly motivated management, and the use of continual improvement and a process approach. These are crucial assets to the efficiency of our organisation, and they mean that our service and quality are constantly improving, as well as consistently meeting our client’s requirements and needs.
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.
Pension Transfer Gold Standard
Both Andrew and Sarah are proud to adopt the Pension Transfer Gold Standard Award and to do this they promote this standard and adhere to a set of principles. As a result you can be confident that you are dealing with an ethical adviser and professional advice firm that has your best interests at heart when receiving financial advice in relation to whether or not you should transfer your pension. For more information please click here.
SOLLA Retirement Advice Standard
Andrew is now an accredited member of the SOLLA Retirement Advice Standard, meaning he is fully qualified in delivering specialised advice throughout the retirement years, and long-term later life care. This is invaluable to our older clients who can trust us with exploring solutions to complex decisions surrounding; investment, annuities, using property to supplement income, and most importantly, looking after you and your family throughout retirement.
Berry & Oak are members of Solicitors for Independent Financial Advice (SIFA) and are listed on the Law Society-endorsed Directory of Professional Financial Advisers. The SIFA Directory only lists firms which are trusted, free from the influence of third parties and who specialise in working professional partners. You can see our directory profile here.
Our independent status enables us to operate on an unrestricted basis, meaning we can recommend products and providers from the entire market. This gives our clients access to the widest possible range of financial solutions.
CISI Accredited Financial Planning FirmTM of the Year Award 2019”
This annual award recognises the firm which has made the strongest impact on the financial planning profession over the last 12 months and as Accredited Financial Planning FirmsTM represent the leaders in the UK financial planning profession, this is a particularly prestigious title to win, proving our credentials as one of the UK’s top financial planning firms. For more information, click here.
New Model Adviser Firm of the North award
Berry & Oak were shortlisted for this award in 2017 and 2018. In 2019 Berry & Oak were awarded the New Model Adviser Firm of the North.
New Model Adviser Top 100
Berry & Oak has made the New Model Adviser Top 100 UK adviser list again for 2019. The award recognises outstanding achievements and prominent leaders in the UK financial planning profession
Yorkshire Financial Awards – Best Employer
We are delighted to win this award, that recognises the development and support we give our team members, whilst involving them in the running and growing of our business. We were also a finalist in 2 other categories; Best Adviser Team and also Best Client Engagement. View the Yorkshire Financial Awards Video here
Professional Adviser – Adviser Firm of the Year – North East
Professional Adviser awards were judged and voted on by an independent panel of industry experts, made up of financial advisers, business consultants, fund researchers, platform specialists and other financial services sector experts. This allowed them to look at the facts when compared with competitors and provide a non-biased assessment. At the same awards we were also a finalist in the “Best Client Engagement” category, for the whole of the UK. Unfortunately, we were just pipped at the post, but we were awarded “Highly commended” (basically second place) and this is something we are very proud of as helping clients understand complex financial planning, is one of our key goals.
Moneyfacts Retirement Adviser of the year
We are delighted to be “Highly Commended” in the 2018 Moneyfacts Retirement Adviser of the year” Award.
The award followed a rigorous selection process, including a written submission from us and feedback from our clients.
Winning such a prestigious award was only possible after significant investment in our amazing team, without which we wouldn’t be the business that we are today.
CISI Accredited Financial Planning Firm of the Year
We were finalists for the CISI Accredited Financial Planning Firm of the Year 2018 which recognises the firm which has made the strongest impact on the financial planning profession over the preceding 12 months
Retirement Planner– Best Individual Pensions Advice Firm of the Year Award 2019 – The North and Scotland
Berry & Oak are very proud to have been recognised as one of the best pensions advisers in the region. Berry & Oak were also finalists for this award in 2018. The judges, which included the CEO of the Personal Finance Society (the largest professional body in financial services) and both current joint chairs of the Society of Later Life Advisers (a not for profit consumer organisation) based their decision on ‘qualifications, commitment to their clients and the company’s expert pension advice’.
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.