One of our goals when we rebranded to Berry & Oak in January 2018 was to be recognised as the best firm for Financial Planning in the Yorkshire area. Well we’ve gone a step further……

We are delighted to be able to tell you that on Monday night we were awarded the “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.

The CISI defines “Accredited Financial Planning FirmsTM “as those that demonstrate excellence in everything they do and are recognised as some of the most trusted financial planning firms in the UK. They deliver a comprehensive financial planning service, helping clients achieve their life goals. They are the leaders in their profession, demonstrating the ultimate in professionalism through the calibre of the service they provide.” To quote a line from Top Gun, (one of our favourite films) they are “The Elite. The best of the best”

The judges comments were: “This year’s business winner made a significant contribution to the financial planning profession.  Many of the firm’s staff have worked closely with a number of schools and universities to encourage and promote financial planning as a profession to the next generation, and their desire to continuously improve as a business was impressive”

We would like to take this opportunity to thank our amazing team, our clients and everyone that we have worked with on our journey to achieve this. Thank You

Andrew & Sarah Elson


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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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