Awards

We’re delighted to have won a large number of prestigious financial services awards across a wide range of categories including financial planning, tax planning, client engagement, retirement planning and "best employer". The number and range of awards that we have won set us apart as one of the most highly awarded and successful financial planning firms in the country.

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Why do we enter awards?

Entering award competitions helps us evolve as an organisation.

In order to win these awards, we have to demonstrate what we do well to the judges. We often have to prepare complex case studies with comprehensive examples of the solutions and guidance we’ve provided. This helps us illustrate the proficiency of our financial planning and our technical knowledge.

The process of entering an award is a useful way for us to assess our business. It makes us take a look through the eyes of a judge, and think about what we do. It also encourages us to look for ways we could improve, meaning we are constantly engaged in a cycle of reflection and improvement.

We’re always very proud just to be shortlisted, particularly when we are often competing on a national stage against significantly larger financial organisations. To be crowned the winner is very humbling and a testament to all the hard work the Berry & Oak team put in to look after our clients.

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CISI Accredited Financial Planning Firm™ of the Year

WINNER 2019

This annual award recognises the firm that has made the strongest impact on the financial planning profession over the last 12 months. We are delighted to have won in 2019. Accredited Financial Planning FirmsTM represent the leaders in the UK financial planning profession, making this a particularly prestigious title to win.

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Adviser Firm of the Year – UK

WINNER 2020

We are delighted to have been awarded Adviser Firm of the Year – UK at the 2020 Professional Adviser awards. The Adviser Firm of the Year category was narrowed down to 36 finalists from around the UK, across six regions. Winning such a prestigious national award was only possible because of our amazing team, without whom we wouldn’t be the business that we are today.

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Tax-Efficient Adviser of the Year

WINNER 2021

This was a really important award for us to win as it’s the first time we have entered an award in this category. To be crowned a national award winner in this category demonstrates our breadth of tax planning knowledge and experience and, as noted by the judges, we make the most of that knowledge to benefit our clients. Read more here.

 

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Best Client Engagement (Advisers)

WINNER 2020, HIGHLY COMMENDED 2019

This award is judged by an expert panel who reviewed and assessed our newsletters, website blogs, presentations and social media, as well as documents we use face to face with our clients in meetings and the client seminar events that we have run. Their judgement was that we go the extra mile when it comes to communicating effectively with our clients.

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New Model Adviser Top 100

2020, 2019, 2018

Berry & Oak has made the New Model Adviser Top 100 UK adviser list for three consecutive years, in 2020, 2019 and 2018. This award highlights outstanding achievements and prominent leaders in the UK financial planning profession and we are extremely pleased to have been recognised.

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New Model Adviser Firm of the North Award

WINNER 2021, 2020, 2019, FINALISTS 2018, 2017

This annual award celebrates the best professional financial planning firms across the UK. It is judged on a number of factors including staff qualifications, investment proposition, good use of technology, willingness to share best practice and to educate clients, as well as investing in the next generation of new talent in the financial services profession. This is the third consecutive year we have won this award and is a testament to the excellent work our team does on behalf of our clients. Click here to read more.

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Professional Adviser Firm of the year – North East

WINNER 2020, 2019

This award seeks to award and highlight “outstanding financial advice processes” by the completion of a complex case study, along with a detailed submission explaining how, as a firm, we assess and manage risk in our business, for both ourselves and our clients. We were delighted to retain the title of Adviser Firm of the Year – North East in 2020, having also won in 2019.

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Yorkshire Financial Awards – Best Employer

WINNER 2019

We were delighted to have been awarded “Best Employer” at the Yorkshire Financial Awards in 2019. The award recognises the extensive development and support we give our team members, and the effort we make to involve them in the running and growing of our business. You can view the Yorkshire Financial Awards Video here.

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Retirement Planner– Best Individual Pensions Advice Firm of the Year – The North and Scotland

WINNER 2019, FINALIST 2018

We are very proud to have been recognised as one of the best pensions advisers in the region. The judges, who included the CEO of the Personal Finance Society and both current chairs of the Society of Later Life Advisers, based their decision on “qualifications, commitment to their clients and the company’s expert pension advice”.

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Moneyfacts Retirement Adviser of the Year

HIGHLY COMMENDED 2018

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.

Ready to talk?

If you want to know more about getting the most out of your finances for your retirement, investing or estate planning, please get in touch. You can send us an email or use the direct message box at the bottom of this page. Or call us and we can chat through your needs and, if you are ready, make an appointment to better understand how we can help.

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