Berry & Oak Secures Triple Victory at the Professional Adviser 2024 Awards

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At Berry & Oak, we are absolutely thrilled to share some fantastic news: we’ve clinched not 1, not 2, but 3 prestigious awards at the esteemed Professional Adviser 2024 Awards ceremony.

Over the years, we’ve been honoured to receive recognition for our dedication to serving our clients with distinction. Each accolade is a celebration of our team’s tireless efforts and expertise, especially when competing on a national stage against much larger organisations. Winning these awards isn’t just about the trophies; it’s about acknowledging the collective hard work of the Berry & Oak family.

Professional Adviser Awards – March 2024: A night to remember.

On the 20th of March 2024, the stars aligned for Berry & Oak at the Professional Adviser Awards. Shortlisted for two awards, we left the ceremony with three prestigious trophies in hand. The Professional Adviser Awards, a cornerstone of the financial advice community since 2005, celebrate excellence across various sectors, recognising the best in client engagement, adviser support, and more. Our triumphs were judged by a panel of industry experts, ensuring a fair and unbiased assessment against our competitors.

Adviser Firm of the year – UK

The ultimate accolade, this award recognises Berry & Oak as the standout firm across the entire UK. It’s a testament to our unwavering dedication to excellence and innovation in financial advisory services.


Adviser Firm of the year – North East

In a fiercely competitive category, the judges said we stood out for our commitment to best practices and contributions to the wider financial planning profession. This victory is particularly gratifying, given the stiff competition from national firms headquartered in our region.


Best Client Engagement (Advisers)

This award recognises our efforts to communicate effectively with our clients and professional circle. From newsletters to social media, we’ve gone the extra mile to engage meaningfully with those we serve. Winning this award for the second consecutive year was very rewarding and recognises our efforts to educate and delight our clients.

In the words of Hope Coume, Editor at Professional Adviser, the awards ceremony was an electrifying celebration of talent and achievement within the industry. We’re immensely proud to be recognised alongside our peers and colleagues for our contributions to the profession.

We thought it was a good time to tell you why we enter awards.

Why do we enter awards, you ask? Well, it’s about more than just the thrill of victory. Entering these awards is a valuable opportunity for us to reflect on our business from an outside perspective. It prompts us to identify areas where we excel and areas where we can improve, driving a cycle of continuous improvement.

To win these awards, we often tackle real-life client challenges, working through complex scenarios to offer thorough solutions and advice. This highlights our strong financial planning abilities and top-notch technical knowledge.

We dedicate time and effort to participate in these award processes. It’s important for us to showcase our expertise externally, providing reassurance to clients and colleagues alike that they’re working with a top-tier team following a proven, award-winning approach.

What’s Next

But we’re not stopping here. This is just the beginning of our journey towards even greater heights of success and innovation. We’re excited to continue pushing boundaries, exceeding expectations, and shaping the future of financial planning.

Thank You

Thank you to everyone who has supported us in building Berry & Oak into what it is today; especially our amazing team, clients, and supporters: thank you for believing in us and being a part of this incredible journey. Here’s to many more milestones and victories together!