Recently, we invited our clients to share their thoughts and feelings about the service we provide. Thank you to everyone who took the time to respond. Your feedback is invaluable and genuinely helps us shape what we do.

We’re delighted to share some of the key outcomes:

• 98.31% of clients believe that working with us has helped or will help them achieve their financial goals
• 95% of clients would recommend us to their friends, family, or colleagues
• 56.82% of clients have recommended us in the last 12 months alone.

We’re incredibly grateful that so many of you feel comfortable recommending us to people you care about.

What you value most

We asked: “How do you measure the value you receive from Berry & Oak?” There were a range of answers, but the most common theme , chosen by 45.00% of clients was the importance of having a trusted “go to” person who fully understands their financial picture.

It’s reassuring to see how highly you value long-term support, clarity, and peace of mind, the very foundations of proper financial planning.

What you want to talk about

We also asked about the topics that matter most to you, split into two categories: retirees and those on the path to retirement. The following topics received the highest number of votes.

For retirees:

• The cost of care in old age
• The amount of Inheritance Tax which will be payable on their death
• Not having enough money to continue living their preferred lifestyle in retirement.

For those on the path to retirement:

• Their family’s financial security should anything happen to them
• Not having enough money to retire at their preferred retirement age
• Not having enough money to live their preferred lifestyle in retirement

While everyone’s priorities are personal and unique, understanding these themes helps us tailor our conversations to what truly worries and motivates you. We’ll make sure these areas continue to feature in our planning discussions.

The benefits of working with Berry & Oak

We also asked an open question: “What is the single biggest benefit you get from working with us?”

Here are just a few of the responses that made us smile:

• “Confidence in the advice Berry & Oak provides”
• “Confidence that we’ll be financially ok going forward”
• “The time back from not having to try and self-manage things”
• “Not having to worry about our investments and what to do with them”
• “Guidance and recommendations across a range of confusing financial topics”
• “Taking the worry out of my finances knowing they are in a safe pair of hands”

It’s wonderful to hear that so many of you feel calmer, clearer, and more confident because of our work together.

Your feedback in action

Thank you again to everyone who completed the survey. Your insight genuinely helps us continue to refine and improve the service we provide. We’re committed to taking your feedback on board and continuing to evolve, so that we can give you the clarity, confidence, and direction you need to live the life you want.