"We wanted to ensure the family benefited from our estate – not the tax man!" John and Catherine were becoming increasingly con...
If it’s important to you, it’s important to us
There are many reasons why people come to Berry & Oak for help with their financial planning– and many reasons why you’ll find it useful to talk to us. Perhaps you’re wondering if you can afford to retire, or take that trip of a lifetime? Or maybe, you need advice about investing an inheritance, helping your children go to university, or take their first step on the housing ladder.
Every client we meet is unique, so we know you’ll have your own values, aspirations and goals in life – and that’s what we focus on. We’ll help you make the most of your wealth, with some clever and caring financial planning, so you can achieve all the things you want from life.
At Berry & Oak, we’re in it for the long-term. We think any relationship works best if it’s based on trust and has a chance to grow stronger as the years go by. So if you’re happy to receive ongoing advice and support, as you reach each different stage in life, that’s when you’ll get the most out of our service.