We did it again! Berry & Oak is incredibly proud to have been named “Citywire New Model Adviser of the Year for the North” for the seventh year in a row!

These prestigious awards recognise the top financial planning firms across the UK, assessing key factors such as staff qualifications, a well-structured investment proposition, effective use of technology, commitment to sharing best practices, client education, and investing in the next generation of financial professionals.

Andrew and Sarah proudly accepted the award at the New Model Adviser Leadership Summit in London on 30th January 2025 on behalf of Berry & Oak.

Andrew shared his thoughts on this achievement: “We are absolutely thrilled to receive this recognition once again. The financial planning profession is an amazing place to be – we’re not just helping clients manage their wealth, we’re helping them change their lives. Whether it’s supporting them in securing their dream retirement, guiding their families through financial education, or helping the next generation with career choices, financial planning is so much more than just the numbers. It’s about real impact.”

Sarah added: “This award is a reflection of the incredible team we have at Berry & Oak. We work together, support each other, and always put our clients first. I’m so proud of what we’ve achieved, not just for this award, but for the way we genuinely care about making a difference in people’s lives.”

A huge thank you to New Model Adviser and Citywire for this recognition, and of course, to our fantastic clients who trust us to guide them. We’re also grateful to our peers in the profession—we love sharing knowledge, mentoring others, and playing our part in the wider financial planning community.

Here’s to another year of making a difference!