We’re Chartered

Berry & Oak are proud to have been awarded the prestigious title of Chartered Financial Planners by the Chartered Insurance Institute (CII).

This title is only awarded to firms committed to developing and maintaining the knowledge and capability of their people to deliver the highest quality advice to their clients, and who follow a demanding Code of Ethics set by the CII. You can view the Code here.

For more information on why you should always choose a Chartered Financial Planner, visit our “Why choose a Chartered and Accredited Financial Planning firm?” page.

CISI Accredited Financial Planning Firm ™

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 who have received this accreditation.

To be named an Accredited Financial Planning Firm™ in conjunction with holding Chartered firm status is rare and sets us apart as one of the most highly accredited financial planning firms in the UK.

For more information on why you should choose an Accredited Financial Planner, visit our “Why choose a Chartered and Accredited Financial Planning firm?” page.

SOLLA

Our Managing Director, Andrew has achieved 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.

SIFA Professional

Berry & Oak are an accredited member firm listed on the SIFA Professional Directory of Financial Advisers. SIFA Professional are an Affiliate Partner working closely with the Law Society.  The SIFA Directory only lists firms which are trusted, free from the influence of third parties and who specialise in working with professional partners.

See our directory profile here.

VouchedFor

Andrew is featured on VouchedFor, the UK’s leading customer review site for financial advisers, mortgage advisers, solicitors and accountants.

You can read reviews Andrew’s clients have written about him by clicking here.

Women in Finance Charter

Berry & Oak is committed to supporting a fair and ethical workplace for all of our colleagues.

We will always employ the most suitable person for each job role, irrespective of gender and monitor diversity on applications, however, we are passionate about encouraging more women into our profession, which is generally still predominately male.

Read more about the Women in Finance Charter

PFS Financial Vulnerability Charter

We are signatories of the PFS Financial Vulnerability Charter. You can read the nine statements contained in the Charter which we’re signed up to and which underpin our commitment to ensuring all clients in vulnerable circumstances are dealt with ethically, compassionately, empathetically and effectively.

We acknowledge that as our services often involve the application of specialist and technical financial knowledge, this places many clients in a position of dependency. As such, we take seriously our moral duty to act in all our clients’ best interests, as a “safe pair of hands” , especially to those who find themselves in vulnerable circumstances.

Cyber Essentials Certified

Cyber Essentials is an independently verified accreditation, demonstrating and reassuring our clients that we take their cyber security seriously.

The process follows a self assessment against five basic security controls, and a qualified assessor verified the information provided.